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Marc Bayes
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37 votesMarc Bayes
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42 votesMarc Bayes
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44 votesMarc Bayes
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Command SmartPlans need true calendar-based email scheduling.
A CRM exists for two core reasons: to help agents work the opportunities in front of them, and to nurture the people who are not ready yet. Right now, Command handles basic drip sequencing, birthdays, and home anniversaries, but it does not appear to support custom calendar-based nurture campaigns where emails can be scheduled for specific months or dates.
That creates a major problem for real estate agents.
Seasonal nurture is not optional in this business. Seller-prep emails need to go out in January and February. Second selling-season messaging should hit in July, August, and September. Holiday emails need to land near the actual holiday. Monthly market updates need to align with the current month, not wherever a contact happens to be in a delay-based sequence.
Without true calendar-based SmartPlan logic, agents are forced to either create multiple duplicate SmartPlans by start month, manually manage seasonal emails, or use a separate CRM/email platform to run the back-end nurture program. That defeats a major purpose of having Command as the central CRM.
The system already supports date-based logic for birthdays and home anniversaries. Please make that same type of scheduling available for custom SmartPlans.
Requested feature:
Allow custom SmartPlans to send emails based on fixed calendar dates or recurring calendar rules, such as:
- Send every January 15
- Send on the first Tuesday of each month
- Send during the week before Thanksgiving
- Send on the first day of a selected month
- Skip past calendar dates when a contact is added mid-year
This should be one of the highest-priority Command improvements because long-term nurture is one of the primary reasons agents use a CRM in the first place.