CRM Operations

CRM operating rhythm

Keep CRM data useful enough for follow-up, reactivation, and reporting.

Learning objective

Define the minimum CRM fields and statuses needed for a clean growth workflow.

The CRM should tell the team what happened, what should happen next, and which opportunities need attention.

Practical example

A broker uses stages for new, contacted, booked, documents needed, approved, dormant, and nurture instead of one generic pipeline.

Checklist

  • Clean stages
  • Remove duplicate tags
  • Set source fields
  • Assign ownership
  • Create weekly hygiene review
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