Customer Relationship Management (CRM) within SkySlope

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Christine Hernandez

Requester

Will SkySlope ever have a Customer Relationship Management (CRM)? Not all Leads are ready to buy or sell. It would be amazing to have a CRM within SkySlope and when clients are ready to buy or sell then create a transaction or listing with information within that CRM. Right now we are using third parties and would be beneficial to have everything in one place.

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SkySlope Support posted about 1 month ago Admin

Created By Christine Hernandez

Requester

Hi Kallie

Thank you so much for getting back to this question so promptly. To answer your questions:

Would you like to see this option of Customer Relationship Management on the dashboard when you log in as a new section to enter potential buyers/sellers?

Yes, I would like to see this option of CRM on the SkySlope Suite's dashboard where I log in as a new section to enter potential buyers/sellers.

Would it be beneficial to see a list view of the potential clients distinguished by the date they're entered or listed by name (i.e - a list of names alphabetically ordered or showing newest to oldest)?

It would be beneficial to have:

Option to view those leads as a list or blocks (list and block view)
Option to sort those leads alphabetically and by date (that way we can have both)

Also, if those leads could sync into all directories including SkySlope Suite, SkySlope Forms, and DigiSign that would be great.

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Christine!

Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and also had a couple of questions for you:

Would you like to see this option of Customer Relationship Management on the dashboard when you log in as a new section to enter potential buyers/sellers?
Would it be beneficial to see a list view of the potential clients distinguished by the date they're entered or listed by name (i.e - a list of names alphabetically ordered or showing newest to oldest)?

Thanks again and have a great day!

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