Broker CRM: Product automations

In this on-demand session, you’ll see how to reduce manual updates, apply automated rules to keep product data accurate, and simplify workflows for your whole team.

Looking to streamline how products are created, updated, and managed in Broker CRM? Watch our on-demand product automation session to see how you can reduce manual work, improve accuracy, and keep product data up to date across your CRM with minimal effort.

In this session, we’ll cover:

How product automation works in Broker CRM
Setting rules to automatically update product information
Reducing manual updates across product pages
Ensuring brokers always see accurate, real-time product data
Practical tips to help your teams work faster and smarter