question
Q: Hi. I use AFG FLEX as a Mortgage Broker however I find FLEX isnt a great CRM system. It handles loan processing OK, and the SMART marketing is OK - but what I am looking for is a great CRM. I hear about salesforce??
I am looking for help on the best CRM to handle all client interactions/link attachments & emails, along with if I send referrals to referral partners.
Thanks
Tony
