Transaction Management in your CRM

Many, if not a majority of agents still track their listings and sales on paper. During my recent experience building and manning tech support for a SAAS real estate CRM, I was a little surprised to find out how many. A good number of agents use Online Transaction Management Platforms (OTMP) such as DotLoop, Skyslope, […]

Four Basic CRM Rules

There are many concepts and rules that you should consider when entering data into and using a CRM. The features agents use and the way they use them vary widely, but these four things are suggestions that apply to everyone. These four basic CRM rules are really not optional if you want to make good […]

Sending Bulk emails and SMS

Do you want to keep out of trouble with the spam cops? Here’s a simple definition of Spam. “Unsolicited messages sent in bulk by email.” Pretty darn clear right? Unsolicited. In other words, if you didn’t get permission to send them an email, you can’t send them one. It doesn’t matter if you convince yourself it isn’t […]

Are simple CRMs a good thing?

The first real estate contact manager was created in 1982 by Howard Sanderson. It was called Howard and Friends and agents loved it. It was the first of dozens of software tools to help real estate agents do a better job of organizing their business. Unfortunately there were a relative few people who even knew […]

Drip campaigns alone are not enough!

Just a reminder in case you didn’t get the memo. Drip campaigns alone are not enough! Before email, it cost a small fortune to stay in touch with a large sphere or geographic farm. I used to spend hundreds every month and I know people who spent thousands. Then came email!!! Hallelujah! FREE communications for […]

How to Learn a CRM

This is one of the most common questions I hear. Many CRMs (Customer Relationship Management) solutions have fairly good training materials. Some have great materials. Some have none. But what none of them really excel at, is a tutorial to take you through the basics, in a “Where do I start” format. Maybe I can […]