Real estate brokers capture guest cards as CRM leads
Real estate brokers capture guest cards as CRM leads
Real estate brokers using guest card sheets miss qualified leads and risk lost showings. Create-or-update CRM leads from each row and tag prospects for faster follow-up.
Overview
Brokers lose showings and commissions when guest card entries stay trapped in spreadsheets. This workflow converts row updates into CRM leads with property tags and broker alerts, eliminating manual entry and enabling faster follow-up. Expect faster response times and fewer missed leads.
Notable Features
- Create or update CRM leads
- Tag prospects by property interest
- Notify broker of new leads