Client Relationship Automation
Houses all articles pertaining to the new CRA and it's features
23 articles
- Manage Your Clients with Radius CRA
- Adding New Clients to Your CRA Database
- Create Client Property Searches
- Navigate and Manage Client Profile Activity Tracking
- Maximize Your CRA with AI Prospecting
- Smart Lists
- Bulk Actions (Web)
- Port Existing Numbers to Radius
- How to Export a CSV File from Lofty
- How to Export a CSV File from MoxiWorks/Active Pipe
- How to Export a CSV File from Follow Up Boss
- How to Export a CSV File from kvCore (BoldTrail)
- Communicate with Clients and Teams Using Mel Chat
- Manage Your Clients with Radius CRA (Mobile)
- Group Texting for Web & Mobile
- Twilio Phone Number Porting
- Pod Management & Automation (Trial Release)
- Collaborators Feature – Help Center Guide
- SOP: Follow Up Boss Integration Setup in Radius Office
- Radius Client Portal Guide
- New Client Profile Experience in Radius Office
- Reporting Dashboard in Radius Office
- Is SkySlope Still Being Used at Radius?