Your SmithCRM is located within Smith & Associates Real Estate’s Website Admin system. There are three main pages to the system; CRM, Calendar, and Marketing. All three of those pages can be accessed from the Website Admin system’s navigation menu at the top of the page. This is only an overview. The functionality of each page and section will be discussed in greater detail in upcoming articles.





CRM

Upon entering your CRM you will see your contact overview. On the left hand side you can setup watchlists called Smartlists allowing immediate viewing of all contacts matching a set criteria.


  • Score - Engagement, the more that a contact/client interacts with listings they more are scored higher.
  • Leads - This is a summary of website activity which has been generated by the contacts who are in your account. A history of forms filled out by your contacts on smithandassociates.com and your company-provided agent website is included here.
  • Last Touch - Arranged contacts by those you have recently logged an activity in the system with.
  • Add Contact - You’ll add a single contact to your CRM system here.
  • Action Mode - Allow bulk selection of contacts for emailing, managing action plans, or set contacts to a group.
  • Tasks - Any tasks that are setup on actions will show here.
  • Groups - This lists, or groups of contacts, are used to organize your list of contacts in preparation of an action. Your email campaign activities will be attached to your groups.

 

My Setup

  • Groups - 
  • Campaigns - Create a campaign which sends email to a group on a date-driven schedule (January 1, February 15th, March 31st), includes housiversarry, birthdays, and wedding anniversary dates.
  • Templates - Disregard
  • Form Letters - eblast/Digital Touchpoints Create & send branded holiday, event, and property related emails to your contacts.
  • Files - Upload files to the file manager to be used in emails or web content.
  • Calendar - Tasks that are populated in the system will appear in the CRM calendar.
  • Tools - IDX Social Connect, Export contacts, text auto responders.