Do I really need a mobile CRM if I’m already using spreadsheets or basic tools?

If the current tools are working for you, then that’s wonderful; however, most brokers eventually come to a situation where some things get unnoticed at the end of the day Mobile CRM is not just about replacing your system but making your life easier by being everywhere and reminding you of the tasks that you would normally forget on a hectic day.

Will a mobile CRM take a lot of time to learn?

Not at all Modern CRMs have been designed to provide users with an experience similar to that provided by the regular apps on their phones. The minute you add a few clients and log a few follow-ups, the whole process becomes very familiar. The aim is not to add more work but rather to cut it down.

Can a CRM really help with client retention?

Definitely Clients tend to remain with brokers who are quick to respond, remember their preferences, and never forget about renewal dates. A CRM system is a perfect example of being able to maintain consistency which in return builds trust, and it’s that trust that keeps clients with you for many years.

What if I need something more customized for my workflow?

This is quite common. There are a lot of brokers who need special fields, reminders, or processes that a standard CRM cannot accommodate. In that case, either collaborating with a mobile app development company or choosing to hire app developers will enable you to create a CRM that is perfectly tailored to your business process.