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CRM Software for Brokers: Optimize Your Client Management
With our CRM software designed specifically for brokers, you gain a powerful tool to enhance your client management. This software simplifies workflows, streamlines communication, and helps you build stronger relationships with your clients. Discover how it can transform your brokerage operations.
Key Features
Centralized client database for easy access to information
Automated communication reminders to follow up with clients
Customized reporting tools to analyze client activity
Integration with other tools to enhance productivity
Mobile access to manage clients from anywhere
Potential Use Cases and Benefits
Track client interactions to improve follow-up and retention
Analyze data to identify trends and make informed business decisions
Organize leads and manage sales pipelines efficiently
Enhance customer service through streamlined communication
Increase productivity with time-saving automation
This CRM software addresses common challenges faced by brokers. By centralizing client information, you reduce the time spent searching for data. Automated reminders ensure you never miss an opportunity to connect, leading to higher satisfaction and loyalty. Overall, you can focus on growing your business while nurturing essential client relationships.
How does pdfFiller’s CRM simplify contact and document management?
Keep customer details in one place
Create a data card for each of your contacts to save their email address, phone/fax number, company info, etc.
Add notes to keep important details about your customers.
Quickly locate sent documents
Easily browse your contacts and review the documents you’ve exchanged with them. Retrieve the files you need
in seconds without navigating through numerous folders and subfolders.
Simplify communication with clients
Instantly find the contacts you need using the search tool and share documents without leaving the CRM.
Eliminate manual work
No need to waste time cataloging your documents by hand. All your document transactions are automatically
linked to the corresponding contacts, so you can track them with ease.
Organize contacts into groups
Put your customer database into order. Group contacts by company, country, department, and others.
Import contacts instantly
Transfer your contacts from pdfFiller’s address book, your Gmail account, or a CSV file. New contacts are
automatically added to the CRM as you start interacting with new people through pdfFiller.
64 million users choose pdfFiller for its ease of use, powerful features, and fair price
How does pdfFiller’s CRM make
your workday easier?
With CRM
Keep customer data in one place
Locate sent documents in seconds
Handle contacts within your PDF solution
Without CRM
Create a new folder for each customer
Manually sort documents into folders
Browse countless folders to find a single document
Store customer data in a spreadsheet or third-party database
Maximize
the efficiency of your team’s daily document routines
Contact sales
Anna Stone
anna.stone@email.com
Sent via Email
Completed
08/16/22 01:44 PM
Ben Castor
ben.castor@email.com
Sent via Email
Sent
08/18/22 01:44 PM
Samantha Lowe
samantha.lowe@email.com
Sent via Email
Sent
08/20/22 01:44 PM
Manage all your business contacts centrally with pdfFiller’s CRM
Add new contacts
Create new contact cards to store your customers’ personal details.
Save contact details
Keep customer information for future reference.
View sent documents
See the entire history of document transactions associated with a specific contact.
Send documents from inside the CRM
No need to switch tabs or go to My Docs to send a PDF to your contacts.
Group your contacts
Make navigating through your database a breeze.
How to use CRM Software for Brokers by pdfFiller
Managing contacts and paperwork doesn't have to be a exhausting and inefficient process. With pdfFiller's CRM Software for Brokers, you no longer have to spend time and effort manually cataloging records by clients and searching for appropriate files. You can conveniently store personal customer information, group them, add notes, and track documents.
Follow the steps below to use CRM Software for Brokers:
01
Sign in to your account or create a new one.
02
Go to the CRM in the menu at the top of the page next to the Documents section.
03
Import your contacts from Google or add a new contact manually.
04
See your Contacts on the left-hand side, create new contact cards, and organize them into different groups.
05
Click Add contact.
06
Type the customer’s personal information (name, email, phone number, etc.).
07
Complete adding a card with the Save button.
08
Attach documents to the card and leave comments.
09
Group clients by attributes in their cards, for instance, by company.
Use pdfFiller’s CRM to manage your contacts and documents efficiently and quickly.
Looking for an end-to-end PDF solution with a built‑in CRM? Here’s why businesses choose pdfFiller
0+
hours saved per employee per month
Free your staff from paper nightmares. Eliminate the need to prepare, store, and search for paper documents.
$0+
saved per document
Cut unnecessary costs. Forget about printing, scanning, and overnighting paper documents.
0x
faster contract turnaround times
Close deals faster, anytime and anywhere. Reduce document signature cycles from days to minutes.
0%
fewer errors
Reduce errors in documents with reusable templates, automated data input, and completion guidance.
Ready to try pdfFiller’s CRM?Start managing your contacts now
