When your CRM labels don't describe your clients
Review how your system handles people who are buyers, landlords, vendors or several at once, and check that local roles and permissions make sense.
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Review how your system handles people who are buyers, landlords, vendors or several at once, and check that local roles and permissions make sense.
Identify messages, listing changes and other tasks that need someone to confirm the facts or approval before an automated process moves them forward.
Before using AI to draft messages or summarise files, check that your agency's notes are accurate, up to date and available only to the right people.
Decide what an AI tool can access, how it stores information and who approves its use before anyone uploads real client records.
Review duplicates, old notes and uncertain contact permissions before importing, and decide what to move, hold for checking or archive.
Review old buyer, seller and landlord records to decide who needs a call, whose details need updating and which contacts can be archived.
Who needs a reply? Is the viewing confirmed? Test whether your software gives agents clear answers when enquiries, appointments and handovers pile up.
Keep client plans, contact preferences and follow-up notes separate from campaign lists so agents know why each person is in the database.
A short routine for solo agents to save today's notes, record promises and plan tomorrow's calls before important details slip from memory.
Move active contacts, notes and upcoming appointments first, then check that your team can carry on with live client work before switching systems.

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