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 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…
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…
Our 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…
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…