Cudd Realty Command Center CRM

Active leads speed-to-lead0

Prioritize anyone untouched today

Projected GCI 3%$0

Commission × stage probability

Past clients sphere0

Anniversary + Home Vault touches

Due follow-ups today0

Call / text / email reminders

Hot List

Name	Need	Score	Next Step

Today’s follow-up

1. Speed-to-lead

Mirror Follow Up Boss: capture every website, Zillow/Realtor.com, open-house, Facebook, referral, and sign-call lead with next-best-action prompts.

2. Past-client care

Where big CRMs get noisy, Cudd can win with home anniversaries, warranty reminders, service notes, market check-ins, and referral requests.

3. Simple campaigns

Warm, approval-based Cudd Realty newsletters, birthday/home anniversary texts, just-listed/just-sold touches, and seller nurture sequences.

Contacts & Leads

Contact	Segment	Area	Budget / Value	Last Touch	Score

Click a row to open the client profile drawer. Data saves in this browser via localStorage.

Deal Pipeline

Lead → Appointment → Active → Under Contract → Closed

Follow-up Queue

Recommended cadences

New internet leadCall + text in 5 minutes, email within 15 minutes, then 7-day smart plan. This borrows the Follow Up Boss / Lofty speed-to-lead lesson without requiring a giant platform.

Past clientQuarterly market check-in, home purchase anniversary, holiday approval email, annual home valuation, and referral request after successful service moments.

Seller nurtureMonthly Denton area value update, prep checklist, repair/vendor notes, and "is this the year?" soft call-to-action.

Buyer nurtureSaved-search check-in, showing feedback notes, lender status, school/commute preferences, and deadline reminders.

Past Client Newsletter

Monthly warm Cudd Realty email: market note, homeowner tip, local Denton highlight, and soft referral CTA.

Seller Valuation

Simple CMA/check-in sequence for owners who may sell in 3–12 months. Prioritize appointment setting, not spam.

Home Anniversary

Personal text/email around purchase anniversary with maintenance reminder and offer to update home value.

Birthday Touch

Short warm birthday text for leads, clients, and past clients without sounding automated.

Warranty Reminder

Past-client new-home warranty reminder for workmanship, systems, structural, or general expiration dates.

Cudd Realty Command Center

Relationships, follow-up, and referrals in one place.