Set up your CRM in 15 minutes

• Import your clients from a spreadsheet, or add your top 20 by hand to start.
• Group households. Partners buying together belong in one household so you don't send two of everything.
• Tag buyer, seller or both — it drives the stages and reminders you see.
• Add key dates: birthdays, closing dates and home anniversaries become reminders automatically.
• Install the app on your phone so you can add a client the moment you meet them.

Start small. A CRM with 20 real clients you follow up with beats 2,000 contacts you never touch.