After 17 years in business, we’ve finally implemented having a CRM specialist and it has revolutionized our appointment count, business practices and client retention.

We have between 5-10 appointments weekly that we didn’t schedule personally. On top of that many of these appointments are not only new business but help with gathering new referrals as well.

Ultimately our clients love us again!

Our CRM Specialist has given us our time back! It is no simple thing to be doing more of what we love and that’s meeting with clients. Choosing the RIGHT CRM Specialist is instrumental to the system working.

Now we work together as a team. Emma has brought a dynamic to our business we didn’t know we needed! We can see the path to a million dollar income now and we’re confident in building our business for our family legacy when the time comes.

I love having our new CRM Specialist take control of the customer relationships from the follow up perspective.

As SVPs we can get super busy finding new business but we tend to put others on the backburner and our CRM Specialist has helped bridge that gap between current and new clients.

We’re so excited about the system and program and we are currently on track to double our income in the next 24 months from implementing it!

With our new CRM specialist, making calls has been a gamechanger!

I’m using the CRM much more effectively now. My stress level has decreased because all of my reminders and notes are in our CRM.

Since bringing on our new CRM specialist, our business has seen remarkable improvement. We’ve been able to streamline customer data, improve lead management, and set up automated workflows that save us hours each week.

More importantly we’ve been able to better understand and serve our clients, leading to stronger relationships and more sales.

Within just 30 days of having a specialist we hit three personal records with all of the new activity and appointments.

This is only the beginning!