What is Sherpa CRM?
It is CRM enclosure and the only technology software on the market made by senior sales experts. This CRM tool is aimed at senior and professional providers with features such as sales tracking, reporting, customer profiles and more.
This software is web-based and has the ability to work in the cloud, but does not have a version that can be installed on personal computers and mobile phones.
Software support is provided by chatting with software support personnel.
Education of this CRM software for users takes place through in-person and online education services. The user can also learn more about working with the software by participating in training webinars.
This software has a free trial version that the user can use to test the software and, if satisfied, purchase the full version.
Software features include a calendar and reminder system,
Document Storage, Internal Chat Integration, Customer Competency, Marketing Automation, Mobile Access, Segmentation, Social Media Integration, Task Management, and Domain Management.
We designed a CRM for human communication in the sale of the elderly.
Sherpa CRM has restored the "relationship" in customer relationship management.
Our platform focuses on your potential customers. Leasing advisors can create comprehensive profiles, profiles that include their life stories and future aspirations, to guide them with empathy and connection to a decision.
The Sherpa CRM sales dashboard and tools help you assess readiness, build trust, and take next steps that drive sales and prepare more prospects to buy.