Let's get your data imported and ready for the new CRM. If you already have your data, or don't have any to import, then skip ahead to the next step.
Once you have your data imported, we will need to opt your clients in for CRM.
Plug your Templates into your Campaigns to send to clients when a new application has been received, when the deal has been approved, or just to wish them a happy birthday.
Create your audience lists to start sending your beautiful templates. Create a list of all contacts to start sending out monthly newsletters, or make a refined list for a more targeted audience (e.g. realtors or solicitors).