No! One of the most convenient features of the RBA CRM is that we can easily export your entire database of past customers and import them directly into the CRM. (customers without email addresses will not import)

At this time, it does NOT. This means that you will need to enter the names/emails of your new customers/appointments manually for now. Once Renewal by Andersen Corporate turns on the 2-way API, virtually EVERYTHING (including contact creation/management) will be seamlessly automated.

This will obviously vary from PC to PC, depending on how many past customers you have and how frequently you message your database. On average, however, current Project Consultants are spending about $20 - $25 per month in marketing costs on top of the $99/month to access the software.

Once you get into the swing of things, you can create contacts, result them, and set a measure/install appointment in less than five minutes. Get into the habit of doing this at the same time you result in rForce and it's quite simple. After that, it takes about 5-10 minutes per day to stay on top of your installations, measures, HOA requirements, and measure summaries.

I get it. New technology can seem overwhelming. However, we've all adapted to rForce from Enabled... This platform is really not much different. I will help you get everything setup initially. And, I will also have an entire library of instructional and tutorial videos available 24/7 in the CRM University. I also am available to jump onto a Zoom to answer your individual questions as well. You can learn this!

In order for the CRM to send SMS/text-messages and pre-recorded voicemails to your customers, we need to have a phone number associated with your account. You can get almost any area code you want (except 303, those are really difficult to get). Once setup, the system will track virtually everything that gets sent to customers, as well as their reply texts, emails, and phone calls/voicemails.

The CRM platform has built-in functionalities that always allow for our customers to opt-out or unsubscribe from receiving communication from you at the push of a button. Compliance is a huge deal, and we want to make sure that we aren't violating any rules or guidelines. Follow the recommended best-practices and we will create and keep happy customers and prospects/referrals.