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Customer relationship management and marketing automation
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Upcoming Tasks
Due today
Active Campaigns
Active emails
Campaign Performance
Open rate
New Contacts
This month
456 Brook Street, Providence, RI
Notes here
789 Oak Avenue, Sacramento, CA
Follow up on delivery
123 Maple Drive, Austin, TX
Schedule a meeting next week
321 Pine Road, Denver, CO
Client requested updates
654 Cedar Lane, Seattle, WA
Confirm appointment for next month
Michael Chen
Contact · Referral
Hi, I was referred by Sarah Johnson. I'm looking for a 3-bedroom home in the Brookline area with a budget around $800K. Would love to discuss available listings.
David Smith
Prospect · Buyer
Thank you for showing us the property on Oak Street. We're very interested and would like to schedule a second viewing this weekend if possible.
Emily Davis
Contact · Investor
Following up on our conversation about the multi-family property. Could you send me the updated financials and rent roll when you have a chance?
