CRM Updates

January 29, 2025
Introduction
HAR has developed a comprehensive CRM platform that streamlines your real estate business operations from prospecting to transaction management, allowing agents to effectively track and manage client relationships. The HAR CRM integrates seamlessly with HAR's Services such as MarketInsight, ShowingSmart, Instant CMA, Matrix and the Open House App, providing agents with a centralized dashboard to monitor their clients and business performance.
Major Updates
  1. Custom Fields for Contact Import: Up to ten Custom Fields can be imported from a CSV file to capture all of your Contact Details.
  2. Addition of Contact Notes: Up to 20 Notes can be imported from a CSV file to ensure Contact history is logged for any Contact.
  3. HAR CRM Transitioned from Beta to a LIVE Platinum Tool: At no extra cost, the HAR CRM platform is now part of the 55+ tools available to members for agent and listing promotion, lead generation and increased productivity.
  4. Deals/Opportunities Synchronized with Matrix: Listings can be managed in Matrix with the click of a button. By clicking 'Refresh', all listing updates will be reflected on the Deals/Opportunities dashboard.
  5. Import of Contacts: Importing your contacts from various sources is seamless (HAR contacts, Matrix, Email provider, mobile devices, mobile devices, and other databases via CSV Upload).
  6. Three-part Training Series: Visit the HAR CRM playlist for onboarding, contact management, deals management, and integrated services training.
  7. Integrated Services: The HAR CRM integrates HAR tools and services to engage your clients to keep them informed on real estate trends, current market activity and more! For every Contact, log and track the integrated HAR tools and services to provide superior services and increase client engagement.
  8. Synchronization of Email Provider: Connect your email account for complete synchronization of the emails you send and receive from Contacts.
  9. Improved Search Filters in Contact Management: Filter your contacts by Score, Source, Stage, Tags, special dates, and more.
  10. Deals/Opportunities Revenue: Enter the expected revenue for every deal to quickly view total sales and revenue on your Deals/Opportunities Dashboard.
CRM Integrated Tools

Below is the ever-growing list of HAR tools and services that are integrated into the HAR CRM:

  • ShowingSmart
  • Matrix
  • MarketInsight
  • Instant CMA
  • EmailMarketing
  • My Transactions
  • Fix & Flip Analysis
  • Cash Flow (Cap Rate)
  • Seller's Net Sheet
  • Buyer's Closing Costs
  • Agent Branded App
  • Open House Registry App
Any Feedback
We ask that you provide feedback and offer suggestions to assist in the continuous improvement of the HAR CRM.

Feature Request Report Bug General Support
The HAR CRM App
Download the HAR CRM App on your mobile device.

What’s Next with HAR CRM
Custom Fields for additional Contact information
Client Portal
Push Notifications
Global Search Screen Tabs for CRM App
Accessibility and Privacy Policy WebViews
Deals Quick Overview
More Services will be added
Reporting improvement
Add “Target Move Date” field to Contact Details
Deals Revenue Projection Popup
Push Notifications
Global Search Screen Tabs for CRM App
Accessibility and Privacy Policy WebViews
Deals Quick Overview
More Services will be added
Reporting improvement