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  • Your PerfectFit CRM Workspace

    This is the place to craft and learn to navigate your PerfectFit CRM Core. Use it to plan, submit your information, design, and check out helpful tips. We're with you every step of the way to support and offer guidance. PerfectFit is different. This is not the usual scenario where you install an app and then figure out how to align your business with the app. Instead, this is a collaboration to assure your success. Don't hesitate to contact us when you need help, even without our prompted invitation. Our business growth is dedicated to elevating our clients to become our ambassador.

  • We break the onboarding process into bite-sized steps:

    1. Getting Started
    2. Contacts
    3. Calls
    4. Emails
    5. Schedule
    6. Notes
    7. Documents
    8. To Do's
    9. Tags and Automations
    10. Going Forward
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  • Submit your Business Information for us to set up your user guide

    Please complete this section first:
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  • Great! Thanks for your information. Now Book your Kick-off Video Call.

    The beauty of PerfectFit is just that - we tailor your systems to match your personality, working style, and business objectives. A small investment of time and attention now pays big dividends from day one. This is a brief call to focus on your priorities, answer questions, plan, and start crafting your CRM. We know that you're busy and we respect your time.

  • Well done!

  • Next up? It's time to build the framework for your CRM. We're here to help every step of the way.

  • 5 Steps to Mastery

    Step 1 - Understanding the brilliant simplicity of your CRM
    No learning curve here.

    Step 2 - Your Contact Database Design Planning
    Choose fields to enter the information you want to manage in your Contact Management system. We make it easy.

    Step 3 - Create your Contact Hub
    Import your existing records into your new Database. We'll provide the framework, and this can be 100% DIY, we'll do it for you (if that's not your thing). or any support level in between.

    Step 4 - Your Optional Automation Nurture Workflows
    Set up the triggers to automate the activities you put in place to move your Contacts from Lead > Qualified Prospect > to Client > to Long-term Ambassador for your business.

    Step 5 - Going Forward
    Talk to us about your alternative needs, like Team Management, Social Media, and Email Campaign Management, or custom solutions.

  • A Snapshot of the Contact Manager

    Your Contact Manager is a central hub that stores your Contacts and their associated Phone Records Log, Emails, Documents, To-dos, Schedule, Notes with attachments, and Automations.

  • Understanding the Simplicity of your CRM's Operating System

    Your clever Contact Manager makes it easy to navigate the management functions integrated into individual contacts, then automatically copies the action or information to its associated bulk records storage vault. This allows you to search and access information both by contact and by searching records in bulk storage.
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  • Questions? Need help?

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  • Evaluating your current contact information into your PerfectFit CRM

    Step 1 - Evaluating your contact information for installation purposes.
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  • Installing Data in Your New Database

    Step 2 - Now it's time to prepare your contact information data for import to your new database. It's recommended that you download the instructions and consider the alternative options. You may be comfortable with the task in DIY mode. However most people don't have the experience nor the patience to commit to a learning curve. It's vital to get this phase successfully implemented, so please reach out if you need our help.
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  • Customizing your Contact Manager

    Step 3 - Tell us what information you want to enter and store in your Contact Manager.

  • NOTE *Contacts are set up as individual records in your database by First/Last Name (mandatory), then associated with matching records, i.e., multiple parties connected by mutual property address.

    Choose the fields you want to use for your data management:

  • * Add any other custom Database Fields: (use the questions/comments field on the next page if you need more space.)

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  • Calls

    Use this Module to track in- and out-bound calls to support Client service and protect against legal entaglements. Call records are associated with individual Clients and copied into the Calls Bulk Storage Vault. This functionality also supports group call management.
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  • Emails

    Use this Module to create messages connected with their associated Contact. Copies are loaded into the Email Bulk Storage Vault. Optional Custom Templates are available for regularly used messages.
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  • Scheduling

    Scheduling Actions and Events integrated with your Contacts makes it simple to book Phone Calls, Meetings, Document-related deadlinesa, and To-Dos, then copies the entry into a calendar-style view, color-coded by type. You choose youur custom types and cordinating colors. Your Scheduler is a fully functional calendar, if you choose to adopt it as your primary date manager.
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  • Notes

    Create and manage notes with attachments associated with the Contact and automatically copied to the Notes Bulk Storage Vault.
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  • Documents

    Document handling is integrated into your CRM for maximum efficiency. Upload files, then name and file them in their associated storage vault, and copied to the Associated Contact. Optional 3rd party integrations, i.e., Docusign and eSign are available.
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  • To Do's

    Create and manage To Do's with associated with the Contact and automatically copied to the To Do's Storage Vault.
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  • Tags

    Tagging separates your Contacts by your defined segment types to assign them to your matching automation channel. Your automation channels are your customized series of actions, alerts, and communications to manage the contact's pathway through your nurture pipeline, from Lead to Active to Post Transaction and beyond. Tags can be used without linking them to Automations to manually sort and filter Contacts in search groups.

  • The Other Side of the CRM Brain - Automated Workflows

    Step 4 - Now it's time to focus on nurturing your Contacts to maximize the value of your database. With automation, there's no 'out of sight, out of mind' and nothing falls through the cracks. Your workflows are customized to suit the way you do business. You choose how to categorize your contacts and how you want to manage those segmented groups
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  • You choose the type and number of automations in your contact management channel.

    NOTE: This type of automation is driven by action triggers based on your scheduling.

    The alternative is automation dynamically driven by actions and events. For example, your virtual AI Agent is programmed to respond to a submission of a web form with an automated email response to the sender.

    Here is a sample of a simplified Workflow Automation as an example:

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  • Start building your workflow channels.

    (provide User Instructions)

  • Tagging fields are automatically included and mandatory to facilitate contact management automations.

    You can adjust a contact's Workflow at any stage (i.e., transition a ‘COLD’ to ‘WARM’ status).

    You can also switch a workflow to manage it as an event in Calendar mode (or copy a scheduled event in the workflow to the Calendar).

    First, you choose Tag labels that work for you.

    Following is the list of default system Tags, but you're free to mix-and-match, change, or substitute custom labels.

    Buyer Lead, Incoming
    Buyer Lead, Qualified COLD 
    Buyer Lead, Qualified WARM
    Buyer Lead, Qualified HOT
    Buyer Client, Under Contract 
    Seller Lead, Incoming 
    Seller Lead, Qualified COLD 
    Seller Lead, Qualified WARM
    Seller Lead, Qualified HOT 
    Seller Client, Under Contract
    Past Client
    Archived/Inactive Contact

     

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  • Navigating the CRM (once you're set up)

    The 30000 Foot View of your System's Modules Simple! It's easy to add records and manage information. There are two ways to work: within the individual contact and in the bulk records vaults. Either way, a record automatically copies to the other environment. Searching is simpllified with a single, system-wide search box.

  • Email Templates

    Create custom Templates for message content you use reqularly.

  • Google Maps Auto Address Completion

    Use this functionality to facilitate address data entry.

  • Auto Dial

    Use this functionality to streamline making outbound phone calls.

  • SMS Messaging

    Add SMS capability to your communications.

  • Teamwork in the PerfectFit World

    Perfect team management! It's easy to control users, assign roles, and sharing permissions.

  • Integrate outside apps, i.e., WhatsApp, Dropbox, Docusign, eSign.

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  • Social Media and Digital Marketing Campaigns in the PerfectFit World

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  • Other Customizations

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  • Your Encrypted Account

    There's no installation hassles or compatibility issues. We provide you with a fully secure online account. Just login and away you go!

  • First Month Subscription (Your subscription includes 2 seats.)

    A one-time setup charge of $29.99 for the User Management account will be applied for activation.

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