- Manage, update, and maintain all client and lead data in the CRM system.
- Track and monitor leads throughout the sales pipeline — from inquiry to deal closure.
- Assign leads to agents and ensure timely follow-ups through automated workflows.
- Develop and execute CRM campaigns to improve client engagement and conversion rates.
- Generate regular reports on lead performance, agent productivity, and campaign ROI.
- Ensure data accuracy, consistency, and proper categorization of contacts (buyers, sellers, investors, etc.).
- Integrate CRM with digital platforms such as websites, portals, WhatsApp, and email marketing tools.
- Collaborate with sales and marketing teams to streamline processes and improve efficiency.
- Train agents and staff on CRM features, updates, and best practices