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 followRunning 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…
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'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…
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…