FREE Effective CRM For Realtors | Best CRM For Real Estate Agents
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- Опубліковано 27 сер 2024
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👉 FREE TRELLO BOARD DOWNLOAD HERE - bit.ly/trelloc...
FREE Effective CRM For Realtors | Best CRM For Real Estate Agents
A real estate CRM (customer relationship management solution) is one of the most important tools a real estate agent can have. It's a database, database application or contact manager used to organize and track clients, prospects, vendors, and other parties an individual might deal with professionally. CRM software can help you organize all of your marketing, communication, and financial information about your clients in one place. In this video, I'll walk you through 5 free CRM options for real estate agents.
Being a successful real estate agent is all about effective lead generation and client conversion. In this video, we'll look at how to use a free real estate CRM (customer relationship management solution) to manage your current and past clients, and step you through the CRM setup process. We'll cover quick and important follow-up tasks. The most important tool you have as a real estate agent (or any other professional for that matter) is your customer relationship management software. There is a number of good CRM systems out there, but my suggestion is to go with one that is as close to local and personal as possible.
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Loved your walkthrough with the process instructions and the checklists!
Love it! Trello has been a game changer for me!
Great to hear!
Thank you Lewi.. this video is extremely valuable to me.
You're so welcome!
Loved this. Thank you
As a real estate agent, I can definitely say that Trello is not the best option. My friend who has a development team really enjoys it, and I know that Trello is good for such teams, but I had to switch to Flowlu because it suits my needs the most. It has lots of automations and integrations beside the CRM, and what's most important is that it has the Finance module, where you can generate and send invoices.
100% agree. Trello is not the best option - but can be a simplified version for people to keep on top of things if the dont have a CRM.
How is flowlu free plan?
Great content Lewi. Question- how do you use the checklist within a card if you have more than one prospect in that list? I wonder, is it better to duplicate the entire board for each prospect?
You Just add the checklist to each Prospects card. Click the prospects card, go to checklists and add from there.
@@LewiGault Easy enough. Thank you.
Thank you...
You're welcome!
👉 FREE TRELLO BOARD DOWNLOAD HERE - bit.ly/trellocrmdownload
Great video, Thanks
Is there another link for the crm? This one isn't working
@@DraytonHeroldRealtor It should be working now!
the constant contact link to download the trello doesn't work.
its working on my end. thats odd