Customer-based CRM: Agents set follow-ups, take notes, upload pre-approval letters, send drip listing to customers each day based on criteria, set customer status (showing homes now, buying in 1-3 months, etc) and management has a complete overview of all customers.
Claimed Leads worked by your Agents can be converted to Customers once a working relationship has been established. Customer contact tasks can then be automated by the CRM and augmented by the Agent's contact efforts. All contacts are archived for future reference.
Getting the Agent to make those contact calls is always easier when they have an idea of what the person they will be calling is looking for. Lead and Customer information is collected and accessible by your Agent to facilitate productive and sustained Lead contacts. Customers can also be manually entered by your Agents or Staff.