Choose the right Real Estate CRM for you!

by Stephen Atcheler | Oct 12, 2020 | Real Estate Training | 0 comments

When choosing a CRM, you must choose the one that suits you, but also allows you to tag prospects the way that you want to. Not only will this help you find prospects easier, but it will also allow you to create automation and campaigns based on what the prospect is looking to do. A CRM is not just a place to run operations. It should be the central nucleus of your business in every area all feeding into it.

If a prospect comes from a certain area, you want to be able to automatically run a campaign based on what action they took. You do not want this to be a duty that you have to do manually. Once they are in the system, you need to be able to automate the process and other campaigns, based on where they are at in the journey. When you have this firing, you will be amazed at what it will do for your business. Below is how we tagged people in what we called our Revalbase.

Currently, we are working with a handful of clients, specifically on AgentBox, to see what we can do inside it and set up for them. Back in the day, I used LockedOn and never explored it, however, we have many clients on it, so we are getting hands-on. It seems to be able to do all we need and some! So, watch this space.

If you are on AgentBox, we are actually creating the first fully-trained VA on this platform. New talents are being trained every month!

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About the Author

Stephen Atcheler
Managing Director – ShoreAgents

With 14 year’s experience in Real Estate, 7 years running businesses, 6 years running offshore teams, and importantly the Managing Director of a Real Estate Specific Offshore Staffing Solution for the past 3 years. Stephen Atcheler is an expert in helping businesses implement offshore solutions to help them scale, reduce internal wage costs, create automation, and develop an online footprint.

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Guest Experts

CIPS, TRC, Founder and Managing Director of property management business solutions company ireviloution is an international real estate identity who has coached, mentored and trained over a thousand of property management teams and business to success and thousands of individual property management business owners and property managers worldwide.

Jo-Anne Oliveri

A co-founder of LockedOn – a powerful, easy-to-use real estate CRM platform that makes listing and selling simple. With over 15 years in software development experience in the real estate industry, Iain has helped create software solutions that have enabled thousands of agents create lasting relationships with their customers.

Iain French

He is the Founder of the hugely successful Offer Management Platform, Market Buy, and a career real estate agent spanning 22 years. He has worked in all facets of real estate and has won many awards over the years for Innovation, Sales volume, and office performance. Dave is dedicated to improving the real estate industry and providing agents with the tools they need to survive and thrive in an ever-evolving business environment.

Dave Stewart

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Ellen Bathgate

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With more than 15 years experience as a professional real estate photographer, Brad has a deep understanding of what it takes to showcase a home in its best light. After photographing homes all day and editing them all night, Brad decided to create BoxBrownie.com, which has become the ultimate photo editing portal for everyone from professional photographers, real estate agents, to property managers.

Brad Filliponi

With extensive digital experience spanning over 30 years, He is a full-service mobile marketing business specialist and chatbot ninja. Mike helps empower small business owners and real estate agents to achieve marketing success on Facebook by generating leads through conversation.

Mike has built the marketing platform and designed the Facebook strategy using old school systems so that Real Estate Agency owners can build the most effective marketing lists as well as own the data from advertising and marketing. Following Mike’s vendor paid 12-point strategy over 12 weeks will build a list of over 1,000 prospects segmented into Buyers and Sellers that teaches Facebook who should see your ads in the future.

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What separates him from most is a rare mix of technology innovation that can be applied to business growth and marketing strategies.

Craig Deveson

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