A saved filter that shows who to call, like new leads not called yet or people back on your website. Most CRMs give you a stack of them and leave you to pick. housemoney folds them all into one list and ranks it, so the next call is always the one that matters most right now.
What do smart lists usually look like?
New leads with no call yet.People back on the website this week.Leads nobody has touched in 30 days.Tasks due today.The agent picks a list, works it, then picks the next.
Where do separate smart lists go wrong?
The same person sits on three lists.A hot lead waits at the bottom of a list nobody opened today.Agents work the list they like, not the list that matters.
How does one ranked list decide who is next?
Every lead who should get a call goes on one list.housemoney ranks it by what is happening with each lead right now.The call that matters most is always at the top.
Can an agent see why someone is next?
Yes. Each lead shows why they are up, in plain words.Call today, Reach out this week, or No rush, at a glance.
What does working the list look like?
Press Start calling. One person at a time, their page open while it rings.Log the outcome with one tap and the next call is already up.The list re-ranks as leads come in, so a new lead jumps the line.
How much does it save?
Saul, an agent on our team, called 438 people in two hours, one hour a day.On Sierra, that was a week of calling.