Today’s webinar was the second in a series to help Chartered Surveyors improve your IT. We took a look at:
- Keeping accurate client records
- Monitoring business progress and next steps
- Respond quickly to new leads
- Improving communications, fewer errors
- 360˚ visibility – web forms, visits, emails
- Conforming to the GDPR
Objective:
- Low cost and easy to use Client (CRM) database
