Did you know that Realcore also works as CRM software? As a Realcore user, you have the ability to create prospects, log your leads, and eventually turn them into Clients. We recently updated our Prospects page and have developed a guide to help you successfully import and track your prospects in Realcore. You can check out our Prospecting Guide here.

Use Realcore to build up your Prospects and follow these tips to turn them into Clients!

1. Log every new potential client - Keep track of who you've been introduced to. Whether it's via phone, email, or social media, remember those names and faces!

2. Track interactions with contacts - Keep records of emails, calls, meetings, and tours.  

3. Schedule outreach - How long has it been since you last touched base with your prospect? Schedule follow-up reminders so you can continue to build a relationship.

4. Move your prospect to your Pipeline when you've got a deal  - Be sure to make your Prospect a Client by moving them to your Pipline in Realcore.

Be sure to check out our Prospect Guide for a step-by-step tutorial on how to best utilize the Prospect page. As always, we are here to support you and your team any way that we can.