A HouseWhisper assistant puts key client info at your fingertips anytime.
Your CRM is chock full of notes and other info on your clients, but it can be a pain to pause what you’re doing and parse through it all in the middle of your busy day. The next time a client messages you out of the blue, let your HouseWhisper assistant refresh your memory and set you up to impress.
How to have your assistant look up client details:
Just ask your assistant:
“Could you please send me the key details and a summary of the notes from my last meeting with [client name]?”
You’ll receive a text message back with a simple breakdown of the information you have stored for the contact in your CRM. When you reach out, you’ll be ready to pick up right where you left off - and your assistant can help you draft an email or text to kick things off as well.
