Hi friends!
I know I'm preaching to the choir when I talk about how important a CRM is for managing the most valuable asset you have- your relationships. It also won't surprise you to know that "What's the best real estate CRM" is the #1 searched question in Facebook groups. Because I get asked so often for recommendations, I compiled a list of the most popular tools for organizing your database. 💪 You can download it here. I even did a cringy 🤦♀️ TikTok video about it (and got 4k views!!)
The frustrating thing about most CRM's though, is that they're either great at generating and managing leads, but not your sphere and past clients. Or vice versa. Or they don't help you manage or connect all of the other moving pieces, like your listings, closings, referrals, or projects you're working on.
So I have a gift for you... I designed my own CRM to manage ALL of the most important components- and I think I really outdid myself with this one. I've created an ultimate CRM that connects your clients, listings, transactions, and more. I created this template in Notion so you can use it for free, right out of the box. Or you can delete the stuff you don't need and use it to manage all the things slipping through the cracks. You can even export a database as a csv file to use elsewhere, or use my template as a guide to customize the tools you already have but may not be using to full capacity.
There are oodles of templates included (and even forms) and just too much to describe in this email. Anyways... it sells for $400 but you can have it for FREE.
And feel free to share this link with other agents that you think could benefit from it. Let me know what you think! I'm really curious to get your feedback.
Thanks for reading, be well-
Heidi
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