The integration between LMG's MyCRM and Quickli represents a significant development for users who manage deals across these platforms and helps facilitate the seamless transfer of information between MyCRM and Quickli, enhancing efficiency and reducing the need for duplicate data entry.
Here's a breakdown of what this integration means for users and the key aspects involved:
What Is NOT Involved
Quickli Becoming Available on MyCRM: The integration does not mean that Quickli will be hosted or accessible directly from within MyCRM. Brokers will still need to access Quickli and MyCRM separately.
Quickli Access Included with MyCRM: Access to Quickli is not automatically included for MyCRM users. Despite the integration, users will need a paid (or trialing) Quickli subscription and separate access permissions for each platform.
What IS Involved
Cross-Platform Accessibility for Users with Access to Both: Users who have access to both MyCRM and Quickli benefit from the integration
Free of Charge: The integration feature is provided free of charge, which is excellent news for brokerages looking to maximise their tools without additional costs. A paid Quickli account is still required.
Streamlining Processes: The integration streamlines workflow processes, significantly reducing the need for entering or managing the same data across different platforms. This leads to more efficient deal management and potentially faster closing times.
Practical Implications
This integration is particularly beneficial for brokerages that start deals on one platform and need to transfer information as the deal progresses. For instance, a deal initiated in MyCRM can be seamlessly moved to Quickli for further processing. This flexibility ensures that teams can utilise the strengths of each platform without being hindered by data silos.
Opt-in Nature
It's also worth noting that this integration is opt-in, meaning that brokers or organisations can choose whether or not to activate this feature. This approach respects the privacy and control needs of businesses, allowing them to adopt the integration at their own pace and according to their specific requirements.
Conclusion
Overall, the integration between MyCRM and Quickli represents a forward-thinking approach to CRM and deal management, emphasising interoperability and user convenience. By reducing the friction involved in managing information across platforms, LMG is paving the way for more streamlined, efficient business processes that can adapt to the dynamic needs of modern brokerages.