Tagging Within MailChimp
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Lawyers Portal Tour
Automatically Create Contact Cards For New Agencies
- From the menu bar select Admin
- Click on Data Folders
- Choose the data folder to which the Primary Contact is to be added
- Scroll down and tick the box ‘Is Agent Create Default’
- Click Save
- From the menu bar select Admin
- Click on Agencies
- Use the + button to create a new agency contact in the usual way
Use A Property Specific CRM To Enhance The Client Experience
Put simply, clients don’t like waiting. They are demanding easier ways to communicate and want instant updates about their buying or selling status. For them the whole process should feel effortless and they certainly don’t expect to have to chase for updates.
CRMs are the enabling platform for a better client engagement strategy and can provide the tools to deliver the information they want. An important point to remember is that today’s clients are tech savvy and they expect the same from their agents.
Respond In A Timely Manner
Being responsive and proactive plays a big role in good lead management. Making a good impression from the outset is the best opportunity to turn precious leads into clients. As the first contact is usually via a website, portal, phone call or email, these interactions need to be seamless. Responding to new leads in a timely manner is key and helps build trust. Take too long in getting back to them and they’ll go elsewhere.
A good CRM offers features and automations such as website integrations and email configuration that lets you seize opportunities and get back to new prospects immediately.
Nurture Client Relationships
Clients like attention and want to feel involved in the whole journey. Let them know that their opinions matter and that you are always on hand to help. Ongoing conversation gives them a clear picture of what’s happening behind the scenes and helps them feel more empowered and in control.
A powerful CRM solution has the ability to schedule events and automate communications. Contacting clients at the right time and providing essential updates helps build solid and long lasting relationships. For an even more personalised experience, some CRMs can even allow clients direct access into the system where they can update their personal information, access documentation and interact with others. SalesWizardCRM allows your clients to do just that.
A professional CRM should offer the type of game-changing client experience that gains their loyalty and fuels the growth of your business. Our innovative software is specifically designed for property development sales and comes with an amazing set of tools that automate tasks, process deals faster, improve productivity and provide real-time updates.
SalesWizard’s online Client Portal gives them their own unique space on the system. Here they can view their personal details and submit changes, securely upload important documentation, track their sales progression in real time, e-sign documents and stay informed about the latest news and construction updates.
Interested in learning more about SalesWizard or want to experience it for yourself, request a free demo.
CRM features should go beyond lead management
Real Estate Crowdfunding
The concept of real estate crowdfunding is to invest in real estate along with other investors through a chosen platform that will propose deals and take care of all the work such as: listing deals, legal work and managing the property. Most importantly, it allows investing in real estate with smaller amounts of capital.
There are quite a few platforms to choose from. Let’s explore some of them and the opportunities that they offer.
Housers, possibly one of the best known to investors, is a platform based in Spain. Apart from allowing investment in Spanish properties, it is constantly expanding to other countries in Europe, like Italy and Portugal. Housers is well known for offering high quality investments, usually in fast growing, large cities like Barcelona. Refurbished apartments are predominantly offered, so the rental yields on the platform are quite attractive at around 5%. Other investment opportunities are also available, such as small shops and hotels. So, if you want to diversify your portfolio in a short space of time, Housers give you the opportunity to do just that.
Based in Estonia, Crowdestate is a platform with a focus on development loans for real estate projects. Because your investment is financing a new development there is less potential for capital growth as the rate on the loan is fixed at the start of the project.
A very similar platform also based in Estonia is EstateGuru. Like Crowdestate, it mainly focuses on development loans with fixed rates of approximately 10-12 %. They also offer monthly repayments on the loans, meaning you will get a passive income each month if you choose to invest in their projects.
Property Partner is a UK based platform with a very different concept to the ones mentioned above. Instead of allowing investments in single apartments or buildings, Property Partner focuses on much larger deals like blocks of apartments. It seems quite appealing for small real estate investors who would otherwise not have the chance to access deals on this scale, because they would require quite substantial down payments. Investments are made in large UK cities like Manchester and London, so yields are usually lower but capital growth will be higher compared to investments made in smaller cities.
Crowdfunding is an excellent and affordable way to get started in real estate investing. If you are not ready to jump all the way in as a landlord or property manager, passive investing such as crowdfunding might be a good way to give it a try.
It’s important to remember that before you make any type of investment, whether in real estate or any other asset class, and whether active or passive, you must first do your own thorough research. No investment can guarantee a return or protection of all your capital, however, carrying out your own due diligence can help you identify safer options and reduce potential risk.
The Supplier Portal - Access LIVE Updates and Stay In The Loop
All The Intel In One Place
Colour Coded Activity Tracker
Dashboard & Progress Bars
The Power Of Keeping In Touch
Supplier Portal Key Features and Benefits
- View product pricing, availability and reservation statuses in real time
- Access product brochures and download marketing materials
- Live deal tracking - view the status of all active deal
- Receive automated notifications via email or in-portal alerts
- Add new leads
- Colour coded activity tracker
- Dashboard showing real time sales figures
Don’t leave your clients in the dark
Why Marketing Portals Matter ?
What to look out for when investing in off-plan?
It might be time to rethink your social media marketing strategy
Embrace Technology to Revolutionise Your Business
How to ensure CRM success in Real Estate?
Speed up your sales cycle with eSignatures
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