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Tony Cruz
YOUR NEXT CHAPTER STARTS WITH A CONVERSATIONTony CruzTHE APEX GROUP · EXP REALTY
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FOLLOW-UP

CRM of Choice

Compare eXp’s available CRM options for managing contacts, pipelines and follow-up.

CRM of Choice program artwork from eXp
FIRST ACTION

Put it to work.

Map how a new lead reaches you and compare how each CRM would handle the next touch.

  1. 01

    Set a baseline

    List the lead sources you use, who owns new contacts, and how often leads go without a next task.

  2. 02

    Test the available options

    eXp lists BoldTrail, Lofty and Cloze as standard options. Use the same test contact in each system you are considering. Try a lead capture, routing rule, follow-up task and export.

  3. 03

    Plan a small migration

    Map stages and consent fields before importing. Test a small export and import, check duplicates and confirm which team members need access.