Timeless Roadmap To Real Estate CRM Success - Session 3
Take your CRM to the next level - Organize and Optimize your CRM - Learn CRM Best Practices - Build relationship with online leads - Learn strategies to create smart plans and newsletters
Lead Profile
Activities - Notes, Texts, Emails, Automation (Where to find in CRM?)
Notifications - Alerts on Tasks, Appointments, Opportunities (Where to find in CRM?)
Adding Tasks, Appointments, Notes (How to?)
Sending/Responding to individual texts or emails (How to?)
Reporting
Listing Blast
Smart Plans (Home Anniversary Smart Plan)
CMA Presentation Lofty
NARRPR Neighborhood Report
Social Studio/Co-Pilot
Landing Pages
4 pillars of Real Estate
Lead Generation - The 3C's
Reverse Phone Appts Process
· Leveraging EOD Reports to Build Smarter Strategies
Mass text to your CRM database
Smart Plans (Create New or Rewrite Existing)
Market Snapshots/Reports
Handpicked Listings & Property Alerts
CMA
All materials are copyrighted—recording or taking screenshots is strictly prohibited. The trainer is not liable for incomplete topics if the session ends early due to participant fatigue or loss of focus or group decision to end early.