Managing and Editing Leads and Contacts

Mojo's CRM system offers comprehensive lead management capabilities designed to keep your contacts organized and accessible:

• Centralized contact management:

  • Each lead has a detailed contact card containing all relevant information
  • Add multiple phone numbers, email addresses, and property details
  • Access and update information quickly from one central location

• Key organizational features:

  • Comprehensive contact cards with all lead details in one place
  • Multiple communication channels for flexible outreach
  • Group leads by custom categories for efficient management
  • Assign leads to specific team members or departments

• Enhanced workflow tools:

  • Create appointments and schedule tasks directly from contact cards
  • Set follow-up reminders to ensure consistent communication
  • Implement automated action plans for standardized follow-up processes
  • Store property-specific information for real estate leads

• Contact card capabilities:

  • Add billing and property addresses
  • Track all interactions in one place
  • Maintain detailed notes and conversation histories
  • Monitor lead progress through your sales pipeline

This intuitive system helps maintain an efficient workflow while providing the personalized service your leads expect.