What's New in Prospects CRM!

Prospects Whatsnew

New and Improved Action Plans

One of the most important things you can do to build your brand and business is deliver a consistent, professional, and personalized level of service. And that means effective and timely follow-up! Action Plans are the ultimate tool to keep you organized and on track with tasks and communications. Think of them as your 'play books' for what to do, and when, with your network of customers. They'll quickly become the cornerstone for your customer operations!

Take advantage of the new and improved Action Plans in Prospects CRM including:

Seller Plans:

    • Seller Prospect Plan – 2 Months
    • Seller Prospect Plan – 4 Months
    • New Listing Plan
    • Seller Closing Checklist

Buyer Action Plans:

    • Buyer Prospect Plan – 2 Months
    • Buyer Prospect Plan – 4 Months
    • Buyer Closing Checklist

Every Action Plan is packed with helpful reminders, and professionally written email content to nurture your customers at every sales stage. Use them as-is or customize them to reflect your own best practices by adjusting the sequencing of events, adding or removing tasks, and modifying content.

Tip: Many activities in the Action Plans include helpful information, ideas, and tips designed especially for you. Open the activity and look in the Notes section to see what's available.Whats New Action Plans

New Email Templates

Quality content helps build trust and authority with prospects and customers. But crafting emails takes time. You will save hours by taking advantage of the library of professionally written Email Templates available in Prospects CRM. Use them as-is or customize them for even greater impact! Access the new and recent email templates by clicking on TEXT TEMPLATES on the left side menu, and selecting a category, for example, "Buyer Prospect Plan" or "Seller Prospect Plan."

Whatsnew Emails

Access Prospect CRM right away through your Stellar Dashboard!


Register for Prospects CRM Training

Play the long game and set yourself up for long-term success! Join our Stellar Training team on October 7 for a live webinar and learn how to save time, captivate your customers, and capitalize on all of the amazing tools Prospects CRM has to offer! Click the button below to register.

October 7 @ 9 AM ET


For questions or concerns, please email us at support@stellarmls.com or call 800-686-7451.


Oneil Headshot 01

Jr. Marketing Coordinator