When using traditional commercial real estate CRM systems, many commercial real agents find it difficult to keep track of every communication they have with each of their prospects and clients. Having to move back and forth between your email, CRM and other platforms for record data causes missed information and is very time consuming.
With these systems, you are forced to ‘BCC’ each email that you would like saved. For any replies from the client, you would then need to copy and paste the communication into the client’s profile within the CRM.
To solve this problem, Digsy AI created email sync. With this feature, all emails sent to and from a prospect from your email will be automatically and retroactively appended to the prospect’s profile within Digsy AI. No BCC required, no copying and pasting. You can even use any device your email address is tied to, whether it’s on your cell phone or home computer, your emails will automatically sync. Any emails sent through the email templates feature will also show up in your email’s sent folder, as well.
Forget the back and forth. With Digsy AI, you can eliminate 95% of the data entry, so you can stay on top of your leads and close more deals.
In this video, Andrew Bermudez, CEO and Co-Founder of Digsy AI, explains the benefits of the email sync feature and shows the feature from his own screen.
Click here to check out the video.
Sign-up for a free trial of our Smart CRM for CRE at www.digsy.ai
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