In addition to the SmartTouch™ real estate marketing templates, you can also save and store your own files within the CRM so that everything connected to your leads is easily accessible in one place.
Having real estate software support for your own documents is a must when you’re selling homes. SmartTouch™ is like a virtual filing cabinet for all your leads, including the ones you close. Contracts, floor plans, images – all your documents can be uploaded within the system and saved to a specific contact record in a few easy steps.
Real estate marketing CRM documentation also makes it easy to browse and select digital assets that have already been uploaded so you don’t have to import them again each time a new campaign is created. It’s small touches like these that can add up to huge improvements in the efficiency of your marketing campaigns and sales strategies.
We’ve also added a content library of our own to the SmartTouch™home builder CRM. In the Resources section you’ll find help files, documents, update information and videos to reference anytime you need assistance using the system. These resources provide step-by-step instructions on all the various features and answer the most commonly asked questions. Of course, your account manager is always a call away if you need additional assistance.
Schedule a guided tour of the SmartTouch™ CRM to see even more documentation tools.
Leads + CRM + Marketing Automation = More Sales