CRM chaos or CRM calm?
How cinnamon works with an agency’s existing CRM to surface opportunities without replacing the system teams already use.
You know when you take your car in for a service and the mechanic stands there blowing his cheeks out before gently breaking the news that there’s so much wrong you might as well buy a new car? Well, when it comes to adopting new AI tech, some agents have the same worries. But is this anxiety justified?
One worry that agents have is that the installation of new AI tech such as cinnamon may mean that their existing CRM (Customer Relationship Management) software needs to be replaced. They are concerned that if they invite the cinnamon team to visit their branch
The answer is no, and the reason is simple. cinnamon is designed to sit on top of their existing CRM. This means there is absolutely no need to replace it, as the existing CRM will always remain the system of record where data and past communication history is stored. However, with cinnamon sitting on top, the existing CRM suddenly becomes super-charged, morphing from just being a system of record to something much more pro-active and useful.
With cinnamon sitting on top of the CRM, Negotiator Nancy (cinnamon’s AI persona) is able to read the data within it and ensure that any little hidden nuggets of opportunity are brought swiftly to the surface rather than being lost for good. Nancy can bring cold valuations back to life and uncover any vendors that are hiding within the database. Whilst your team is out of the office at night or over the weekend, Nancy carries on working. By the time your team returns to work they could find that Nancy has got them ahead of the game by:
- Responding to multiple enquiries
- Qualifying applicants
- Booking viewings
- Notifying a landlord that their fixed term tenancy is due to end imminently.
All this can happen because Nancy is able to stitch together an agent’s calls, emails, WhatsApp and CRM into one cohesive application. She then writes all of this information back into the CRM, and that means a system the agent has already paid is suddenly working much harder for them. So, sit back and relax. Your CRM is going nowhere, and cinnamon can definitely do everything it claims to do!