
MyCRM is the LMG internal crm for their broker team supporting pipeline tracking, client records, and processing workflow organisation to keep deals moving.
They have a dedicated implementation team to help support your myCRM goals. Zapier integrations are available but we have been told are limited. We have yet to test myCRM capabilities
Get started for FREE with step-by-step workflow playbooks that show you how to capture leads via your CRM, onboard clients using AI Automations, and track revenue growth with the right broker tools.