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Simon Chen Joins Milestones As Strategic Advisor

Simon Chen Joins Milestones As Strategic Advisor

Happy House, Happy Spouse   You know that old saying, “Happy wife, happy life?” Well, I joined Milestones to make my wife happy. Let me explain. When we were shopping in late 2020 for a house with a bit more space and amenities to make quarantining with two...
Milestones isn’t a CRM. (But we ❤️ CRMs.)

Milestones isn’t a CRM. (But we ❤️ CRMs.)

Milestones isn’t a CRM. But in fairness, it’s easy to confuse us with one. CRMs are where professionals work. Portals are where clients interact. To win in today’s world, your company or team needs both. You already use portals You already use portals – to manage your...
Milestones Pivot To Homeownership

Milestones Pivot To Homeownership

What if Zillow, Slack, and TurboTax had a baby? In other words, what if a portal for buying & selling homes was combined with a really smooth system for collaborating among the parties involved in the transaction, and the guided consumer experience was truly as...