Welcome to Accountable CRM — the only mortgage-specific CRM built with coaching and accountability baked right in. Whether you're new to the platform or need a quick refresher, this guide will walk you through the core tabs and key features designed to help you succeed with just 15 minutes a day.
Our software is designed for simplicity and speed. These six primary tabs are the heart of the platform:
Scoreboard - Track your Daily Sales Activities to stay on top of your goals and keep momentum.
Contacts - Easily manage your Database — organize, tag, and keep your contact list clean and effective.
Follow-Ups - Your go-to for Daily Tasks and AI-recommended next steps so no opportunity falls through the cracks.
Marketing - Run smart, targeted Email Campaigns with customizable templates and co-branded messaging.
KPIs - Review your Key Performance Indicators and monitor progress toward your sales targets.
Admin- Set up and personalize your account under the Admin tab — control users, notifications, and integrations.
Scoreboard = Daily Sales Activities
Contacts = Database Management
Follow-Ups = Daily Tasks
Marketing = Email Marketing
KPIs = Key Performance Indicators
Admin = Setup Features
Other functions include:
Search bar
Alerts
Training
Profile
Note there are "how to use this page" and "what is this" links on all our software pages. Use the "how to use this page" for each page you visit for the first time, and then click "what is this" for specific functionality for each section of the page.
Ready to give the platform a spin?
Watch this quick overview video to familiarize yourself.