Click here to watch a quick video that explains how the process works.
Click here to watch a quick video on how to opt-in on ECRM and then set up your TodayApp account.
Integrating ECRM with your TodayApp account enables you to make full use of TodayApp’s compensation calculator, activity tracker, goal setting, and production management tools without having to manually enter or update the production data. Instead, data entered into ECRM is sent to TodayApp to be imported and utilized to track a variety of customizable metrics.
The production data that will flow into TodayApp includes the household name, stage (and date), Status(only applicable to Quote Provided) product, marketing source, and premium.
Simple Conversations data such as Appointments Set and Appointment automatically populate in TodayApp under Activities, with many fantastic additions coming in future updates.
Taking your time to be thorough with the initial setup will enable a smooth flow of data, so we encourage you to follow the instructions carefully and reach out to us with any questions or guidance.
We are happy to answer any questions or set up a time to chat about this process and welcome you to email us at support@todayapp.com.