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…
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…
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…
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…
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…
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…
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 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…
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…
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…