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 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…
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…
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 $…
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…
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…
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.…
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…
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…
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…
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,…