Resources in the real estate CRM

Resources in the real estate CRM. Working methods for choosing a tool, following up an enquiry, keeping a matter and tidying a file. Each piece has steps and an example.

• CRM for an independent agentChoosing a CRM
• Choosing a CRM for a small agencyChoosing a CRM
• Checklist for selecting a CRMChoosing a CRM
• Spreadsheet or CRMChoosing a CRM
• Preparing a CRM demoChoosing a CRM
• Organising property enquiriesFollow-up
• Following up a property enquiryFollow-up
• Following up buyersFollow-up
• Following up sellersFollow-up
• Follow-up after a viewingFollow-up
• Reconnecting inactive enquiriesFollow-up
• Writing a buyer briefAgency workflows
• Running a seller intakeAgency workflows
• Criteria for matching a property and a buyerAgency workflows
• An agency sales pipelineAgency workflows
• Assigning enquiries in a small teamAgency workflows
• Cleaning a contact spreadsheetFiles and metrics
• Finding duplicate contactsFiles and metrics
• Preparing a CRM changeFiles and metrics
• Follow-up metrics for an agencyFiles and metrics