CRM Updates
October 22, 2024
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 throughout the lifecycle of a deal. The HAR CRM integrates seamlessly with HAR's Services like MarketInsight, Showing Smart, Instant CMA, and the Open House App, providing agents with a centralized dashboard to monitor their clients and business performance.
Major Updates
- Import of Contacts: Importing your contacts from various sources is seamless (HAR contacts, Matrix, Email provider, and other databases via CSV Upload).
- Three-part Training Series: Visit the HAR CRM playlist for onboarding, contact management, deals management, and integrated services training.
- 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.
- Synchronization of Email Provider: Connect your email account for complete synchorization of the emails you send and receive from Contacts.
- Improved Search Filters in Contact Management: Filter your contacts by Score, Source, Stage, Tags, special dates, and more.
CRM Integrated Tools
Below is the ever-growing list of HAR tools and services that are integrated into the HAR CRM:
- ShowingSmart
- MarketInsight
- Instant CMA
- EmailMarketing Campaign
- 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
| 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 | |
| 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 | |
