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June 23, 2021

Release Notes 06.23.21

We're happy to announce some new features added to Forefront and bug fixes! New notes/text editorDescription Fields for Pipeline Views, Follow Up Sequences, and SnippetsThe Pipeline settings section The New Notes and Text Editor! You spoke and we heard you! We have finally revamped our Notes and text editing section which you can see when you add notes, send texts,… Continue Reading

June 14, 2021

Release Notes 06.14.21

We're happy to announce some new features added to Forefront and bug fixes! Outbound calls, Text emails are now logged by who or what sent them!Truncated inbound Callrail texts that create records no longer create duplicated records!All Follow sequence activities can now be seen inside the activity log. All outbound communications are logged together with or what sent them. In… Continue Reading

June 8, 2021

Release Notes 06.08.21

We're happy to announce some new features added to Forefront! Made it easier to put an orphaned Lead back into the Pipeline or Put it on another Follow up sequence.Added the ability to auto-complete the street address when using your Callscripts Orphaned Leads back into the Pipeline or In a Follow up Sequence. We understand that there might be times… Continue Reading

June 2, 2021

Release Notes 06.02.21

We're happy to announce some new features added to Forefront and bug fixes! Added a default call script sampleFixed Follow up sequence shortcodesNotes are only editable to the person who entered itAbility to customize the default data shown for lead and Contact custom fields Default Call Script Sample Our customers spoke, and we listened! We took the liberty and created… Continue Reading

Is Forefront CRM right for you blog post image
May 26, 2021

Is Forefront CRM Right For You?

When considering a software system or CRM for real estate investors (CRM stands for Customer Relationship Management BTW), it's important to know if your goals for your business are aligned with the vision of the… Continue Reading

May 24, 2021

Release Notes 05.24.21

We're happy to announce some new features added to Forefront! Added a campaign field to call scriptsCall script notes field can have more than 255 charactersUpdated the Lead and Contact Communications and activity log so users can see Multiple tabs, not just all or oneChange to Buying & Selling Info - The buying offers now have their own section and… Continue Reading

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