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 followOur partnership has four of us tracking a slow acquisition pipeline and a lender list, and we hired a consultant to build the whole stack. Pipeline for properties, a second pipeli…
I'm hiring someone to build out lead intake and follow-up for the acquisitions side. He's not licensed, he told me that up front, and his sequences include texts and emails that g…
I've been at this about 14 months without buying anything, which I've made peace with. What I have is a spreadsheet of 40 rural parcels I like, 10 to 40 acres each, asking prices…
I have one of the big real estate CRMs, the plan is around $400 a month, and I went and looked at what I actually use in it. Contacts, notes, and a search box. That's it. No seque…
Four years of mail and PPC leads sitting in a database. 14,200 records, of which maybe 9,000 have a phone number I'd call good. All of them said no or went dark at some point. Cur…
14 units across three small buildings. My actual problem was never leads, it was that I found out someone was leaving when they told me they were leaving, usually 30 days out, and…
Direct mail, about 4,000 pieces a month, call it 300 inbound leads a month if you count everything including the angry ones. Response rate around 1.2% on new lists, better on repe…
Every platform pitch I sit through now leads with AI. Intelligent follow-up, predictive lead scoring, an assistant that qualifies inbound. I want to sell this because clients ask…
I've got six passive positions across four sponsors, plus about a dozen sponsor relationships I want to keep warm for the next raise. Right now it's a spreadsheet, a folder tree,…
My first rental is close and I've been building out my screening process, criteria in writing, same questions for everyone, documented reasons for every decision. Someone in anoth…
I set up the scheduling and invoicing side of a small shop a few years back, so I know what it feels like to configure a system for people who don't want to configure it. Now I'm…
I've got a lender contact, three brokers I talk to, and about thirty properties I've looked at and passed on over the last year. All of it lives in notes on my phone and a spreads…
Ask me about scope creep and you'll get an hour, but the version that's bugging me this month is software scope creep. I run acquisitions and rehabs. Sellers, agents, wholesalers…