COVID forever transformed how firms view their internal practices and processes. It influenced organizations of all sizes and sectors, posing new obstacles for staying connected. The pandemic indicated that all firms need to incorporate digital instruments into everyday routines. They became essential for far more than hybrid working models.
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CRMs are crucial for business, especially for Realtors. They manage client databases and perform tasks in the background. However, some CRMs are overly complex and may not meet your needs. The speaker's brokerage uses KV Core CRM, which sometimes has excessive features like drip campaigns and searches. A simple Trello board is introduced as a solution for tracking client progress effectively. The speaker demonstrates using Trello alongside KV Core for CRM purposes in the tutorial.
