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Inside sales for real estate

All FAQ questions

// FAQ

Can you integrate with our CRM and workflow?

Answered by Matt Milia, CEO and Founder · Appointments Today

// Video answer

// The answer

The answer to that question is yes, we can. We generally like to work inside your CRM, as long as the CRM is a productive CRM, a CRM that's built and designed for making phone calls. We test this entire system prior to even starting to make dials. We want to make sure that we can ultimately generate appointments, that we can get you warm transfers, that the notes in there are working, the tags are working, and the stages are working. We want to make sure that any recordings and any notes, or anything that needs to be done, is happening directly in your platform. That's when you or your team can act on those. If it doesn't work in your workflow, then it doesn't work, and we've got to figure out a solution to make sure that it integrates seamlessly.

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// Still curious

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