Database Health: How to Audit your CRM LIVE

Database Health: How to Audit your CRM LIVE

Your CRM is meant to be the lifeline of your real estate business—but is it really working for you, or is it just sitting there like an expensive digital phone book? Join us live on September 16th where we'll walk you through how to perform a CRM Audit that helps you take true inventory of your tech stack. You'll learn:

• How to measure the health of your CRM and the activity within your database

• What to look for when assessing engagement levels and opportunities for re-engagement

• How to spot gaps in your client journey (from search to settlement) and why tracking the full ecosystem matters

• Simple, actionable strategies to transform dormant contacts into active clients

Whether you have thousands of people in your CRM or you’re just getting started, this session will help you understand if your database is giving you the insights and efficiency you need, or if it’s holding your business back.

Join us to ensure your CRM is more than just storage. Turn it into the powerful client relationship tool it’s meant to be!