CRM setup and systems consulting means building and configuring customer-relationship-management systems and business-process automation for real estate investors and agents, setting up the software, workflows, lead-tracking, follow-up sequences, and integrations that let a real estate business...
Log in to followI run leasing and maintenance coordination for a small portfolio and an owner asked me to "set up the CRM" so tenant inquiries stop falling through. When I asked what he had, he s…
I built my own dispatch and follow-up flow over about two years because I was losing quotes I never followed up on. Nothing fancy. Every quote over $2,000 gets a text at day 2, da…
I hold LP positions in nine syndications plus two note funds and I wanted one place to see deal flow, sponsor communications, distribution history, and where the tax documents wer…
Running about 260 to 310 inbound seller leads a month across paid search and direct mail, two acquisitions people, no dedicated ISA. Measured speed to lead over six weeks and the…
Reading a proposal for a build across a small portfolio and the deliverables section is all nouns. Pipelines configured, sequences written, integration connected, training session…
Wholesale acquisitions, about 900 inbound seller leads a month across cold calling, PPC, and direct mail, three people on the phones, average of 4 to 6 contracts. I want intake, s…
A three agent team asked me to build out their CRM. Right now everything lives in a spreadsheet plus whatever the lead portal shows them, about 55 inbound leads a month, and two o…
I quote both ways and my own client list is split close to even, so I want to hear the buyer side of it. Option one is a flat build. You pay once, the account is in your name, you…
I pull maybe 40 new seller leads a month across three rural counties, mostly from mailers and one skip-traced list. Two consultants have quoted me 4,500 and 6,000 to build out a p…
Flat $4,200 per buildout. I did 14 of them last year. I finally tracked hours honestly on the last five and the average was 31, not the 20 I priced against, which puts me around $…
A wholesaler I follow said the whole CRM thing is oversold and he ran his first two years off a spreadsheet with a reminder column. Then in the next post he said hiring someone to…
First rental closes in five weeks, a 1970s three bed in a decent school zone. I've spent more time on screening than on the purchase and I've written criteria I'm happy with: inco…
Last spring I decided I was going to stop analyzing and start building, and the thing I built was the system instead of the pipeline. Found a consultant who does investor setups,…
Finished the 90 day review on this one last week so the numbers have settled enough to be worth posting. Client is a wholesaling operation, three acquisitions people plus one disp…
Working out my service offer while I finish getting licensed. Every systems consultant I've looked at prices one of two ways. Either a flat build, call it 3,000 to 8,000, hand ove…
I own six single family rentals in a rural county, purchase prices between $58k and $92k. Rents are $700 to $875. I'm the only person in this business. My wife handles the mail. I…
I've now heard both pitches from consultants on this, and I'm the one who'd be paying for it, so I want to hear how the people who build these things actually decide. First consul…
This is the argument I have most often with clients after five years of running a service business, and it never comes up until the build is nearly done. I can put the CRM, the ph…
Trying to figure out what people pay for this. I asked in a chat and got answers from 500 to 15,000 for what sounded like the same thing, which tells me either the market is wild…
22 units, three spreadsheets, and four years of Gmail. I'm moving to a real CRM this month because I've got two properties under contract and my system is a filter labeled "units.…