Hey all - happy Friday!
I wanted to pop in and share a few really exciting roadmap items that will be coming soon to a CRM near you!
Agent goals! As we all know, goal setting is so important for agents. Now in the CRM they will be able to set up their own goals and track their progress throughout the calendar year. They can also enter previous years and document how they did as a baseline as well.
Current goals are Commissions, Deals, Buy Side, Sell Side - Q: What other goals should we have?
Customized card management (deals and sources)
In the first version of the beta, the cards were fixed and there were only 4 or 5 (Sales Volume, Agent and broker commission, Pipeline etc
We’ve now added way more options but also created a custom view management for them so you can decide which ones you want to have on (and which you don’t) and you can also drag and drop / re-order them to your preference.
(Custom views with a single click)
(Far more options to select from)
If you’re loving these cards and can think of more - just let us know, we’re happy to consider suggestions.
New responsive lead details page:
This one is still a few months out, but it’s a HUGE upgrade to the lead details page. Not only does it address any mobile responsive issues, but it introduces new concepts like collaborators, parties, linked records (like spouses) etc - so slick!
Another major feature being developed is an entirely new automation engine (if this, then this) - going to be a huge feature for customers wanting to create conditional notifications and actions.
then consider these things
now take this action