Feature: Customer Relationship Manager (CRM)

The Hidden Cost of Disorganized Contact Details

As a real estate appraiser, managing client relationships and keeping track of contact details is crucial for your business success. However, juggling multiple systems to maintain this information can be time-consuming and inefficient.

The Challenge of Contact Management for Appraisers

Appraisers interact with a large range of people daily:

• Clients requesting appraisals, bank contacts, etc.
• Property owners, managers and occupants
• Real estate agents, county assessors, and other professionals

Traditionally, managing these contacts might involve using generic mass-market CRM tools like Salesforce, HubSpot, Pipedrive or a cobbled-together solution using spreadsheets, physical address books, sticky notes...

While these solutions can "work", they often lead to scattered information, data duplication, and wasted time switching between different platforms.

What is the Appraisal Inbox Customer Relationship Manager (CRM)?

Appraisal Inbox offers a comprehensive solution to this challenge with its integrated Client & Contact CRM feature. This powerful CRM feature centralizes all your contact information in one easily accessible location, directly linking them to their respective appraisal orders and clients.

Key Benefits of the Integrated CRM

1. Centralized Information: Keep all your contact details in one place, eliminating the need for multiple systems.

2. Seamless Integration: Contacts are directly linked to appraisal orders and clients, providing context and improving workflow efficiency.

3. Easy Search and Retrieval: Quickly find the information you need with a user-friendly search function, organized by alphabetical order.

4. Time-Saving: Reduce the time spent keeping up with contact info and focus more on your core appraisal work.

How Appraisal Inbox's Appraiser CRM Enhances Your Workflow

Let's explore how this feature can transform your daily operations:

Streamlined Contact Entry

When you receive a new appraisal order, Appraisal Inbox automatically creates or updates contact records for all relevant parties. This means you don't have to manually input information into a separate CRM system.

Contextual Information at Your Fingertips

Need to follow up on an appraisal? Simply pull up the order, and you'll have immediate access to all related contacts, including their communication history and role in the transaction.

Efficient Communication

With all contact information readily available, you can quickly pull up the contact details for clients, property owners and other stakeholders. You can even message clients directly from the appraisal order detail page!

Historical Insights

The CRM maintains a history of your interactions with clients with it's built-in Activity Feed, allowing you to build stronger relationships and provide more personalized service over time.

Boosting Productivity and Professionalism

By adopting Appraisal Inbox's integrated CRM, you're not just organizing contacts – you're elevating your entire appraisal practice:

1. Increased Efficiency: Spend less time on administrative tasks and more time on revenue-generating activities.

2. Enhanced Professionalism: Quickly access accurate information, improving your responsiveness and reliability.

3. Improved Client Relations: Provide a more personalized service by having a comprehensive view of your client history.

4. Reduced Errors: Minimize the risk of miscommunication or lost information by having a single source of truth for all contacts.

Making the Switch to Appraisal Inbox

Transitioning to a new system might seem daunting, but Appraisal Inbox has designed its CRM feature with appraisers in mind. The intuitive interface and logical organization make it easy to adopt and integrate into your existing workflow. And if you already use a CRM or manage your contacts in a spreadsheet, we can even help you import your contact data!

For more information on our features, check out our comprehensive features page.