Yes, please! We’ve made updates that assist pros in using the app to communicate with referrals from first contact to first conversation with referrals.
As a result, when you call or message a referral in the app, the referral will automatically move to follow-up status. If you have a CRM set up, the status update will be sent there as well.
This helps Ramsey:
- Track what’s working and what isn’t
- Improve lead quality by learning from real conversations
- Step in and help when referrals go unresponsive
- Hold both you and RamseyTrusted accountable to providing the best possible experience
We encourage communication to take place within the RamseyTrusted platform because it gives us the full picture, allowing us to improve the platform, strengthen your results, and better serve referrals. The results speak for themselves: pros who communicate on-platform are seeing 5x more conversations and 2x more closings.