VIDEO: LionDesk CRM Demo

Lyon desk is an online customer relationship management platform and marketing automation software system that was initially built for real estate professionals today mortgage professionals lenders loan officers and more also use the system if you're in the market for a new CRM you'll want to consider Lyon desk but if you want to speed up your research for the right CRM software use our product selection tool you'll get a free short list of CRM software recommendations that we think you'll love click the link in the description to get started Lyon desk CRM enables you to stay organized by letting you manage your contacts easily you can segment your contacts by lead source degree of commitment or by a specific role you can also use tags to keep contacts organized and create custom contact fields to track additional information advanced contact filters let you focus on key groups you need to communicate with so you know when and who to follow up with the system lets you create marketing content that focuses on the needs of specific contacts and you can track what comes in and out of the system using daily vitals Lyon desk lets you choose what to track and win whether that's in the last 24 hours last 7 days for the last 30 days with Lyon Desk you get several communication tools all from a single CRM platform click-to-call is a feature that lets you call your contacts directly from Lyon Desk and the system records interaction history on client records the software also lets you send bulk email or text add video to your email or text or share custom text to cell phone numbers and short codes to instantly connect you with prospects online Lyon desk CRM includes an impressive transaction management feature that allows you to streamline your transaction process improve communication flows and create more reliable closings with transactions you can track sales and commissions throughout multiple pipelines the software keeps track of all transactions including purchases listings and loans you can customize existing transaction types add or delete stages for that type and reorder the stages you can also customize transaction forms and create transaction plans with integration to more than 100 apps services and sites you can extend the functionality of Lyon desk CRM with apps for efficiency sales social networks collaboration and real estate there are several pros of using Lyon desk crm let's go over a couple of them one of the biggest pros of Lyon desk CRM is its ease of use users are able to set up and get running in a matter of hours as the default configuration allows many customers to use a solution right out of the box Lyon desk lets you send emails with a video recording attached and all you need is your mobile phone you can send a video email to all your clients in your database at the same time or you can segment your list figure out who your target audience is and what you want to say to them send your video email right from your crm while Lyon desk CRM is affordable some users might reach sind limits somewhat quickly the starter plan for example includes a thousand emails in 15 texts per month depending on how many emails and texts you send costs for increased send limits can quickly pile up still not sure if Lyon desk CRM is the right solution for you use our product selection tool to get a free list of CRM software recommendations click the button on the left to get started

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