Keep real estate CRM deal status current on signatures
Keep real estate CRM deal status current on signatures
Engineering misses signature events in e-sign emails, causing reps to miss follow-ups and risk commissions. It logs signature-request sends to your CRM so reps and acquisition coordinators see updated deal status.
Overview
Missed contract-sent events cost real estate reps commissions and stall acquisitions. This workflow ensures every signature-request send lands in the CRM so sales reps and acquisition coordinators see up-to-date deal status and avoid missed follow-ups.
Notable Features
- Log signature sends to CRM
- Notify reps and coordinators
- Update deal status in CRM