There may be contacts in your Smart CRM that are not useful anymore or possibly don’t have valid information. It is in your best interest to manage your contacts and to do this you may need to delete, or archive, them. You have the ability to delete contacts so...

In KvCORE, when new contacts are added, you can request data validation on the info that is created or entered into the system. This will check things such as name, email, and other contact info to cross-reference it with thousands of online sources of data that...

Yes! It can be easily done in KvCORE. Just filter to the contacts you’re looking for, and then export to a PDF which can then be printed on label sticker sheets. KvCORE’s mailing labels are sized for Avery 5160 labels. If you need labels in a different size, export...

Why is this important? In a nutshell, your time is valuable. Why not make the most of a system which works for you? Syncing your 3rd party lead sources into KvCORE means that the system’s automated nurturing actions will be applied. Settings and controls for this...

Whether you are an Admin, Agent, or Lender user there will be situations that require sharing or transferring contacts from your Smart CRM so that a different user has access to that contact’s record. Admins may need to reassign Company-owned leads from themselves to...

A database isn’t useful if you can’t do anything with it. In order to be useful, you’ve got to know what you have and be able to easily act on that. KvCORE offers multiple ways for you to view and easily segment your database. Lead Type This refers to the type of...

You should definitely get to know one of the screens within kvCORE that you’ll be accessing most often, and that’s the contact record! Profile Details This tab is where the contact record’s pertinent information is stored. This includes their address, partner...

Here’s a quick look at your Contact List within KvCORE. And a preview of what contacts will look like, once some have been added. FILTERING CONTACTS One of the features you’ll use most on this page is filtering. Filters will allow you to easily drill down to just the...

Hey tech-savvy viewers, get ready to level up your contact management game with this week’s tech tip! 🚀 In this video, we’ll show you how to add birthdays and home anniversary purchase dates to your contacts in kvcore. But wait, it gets even better – we’ll also teach you how to set up an automation that will automatically reach out to those contacts on those special dates! 💡 Say goodbye to missed opportunities and hello to staying top of mind with your customers – both past and future. Don’t miss out on this game-changing feature, tune in now! 🔥

Hashtags aren’t just for social media anymore! In your kvCORE Smart CRM, they can be an invaluable tool for organization and segmentation. By using hashtags, you can easily categorize and locate smaller groups within your database, making it simpler to add them to a specific campaign, or send targeted emails or text messages. Imagine being able to find all your first-time homebuyers with just a simple search for “#FirstTimeBuyer” or quickly identifying your luxury property clients with “#LuxuryHomes”. It’s all about making your CRM work smarter, not harder, for you. So go ahead, start hashtagging and see the difference it makes in your customer management!