10 Steps to a CRM Blog Series

We expect you’ve arrived here because you’re considering a CRM system for your property business. Perhaps you’ve already done some research and know that you need a CRM. Or you’re increasingly aware that your systems just aren’t working for you anymore and you need something better.

Either way, you’ve arrived here because you’re ready to find out how you can get a CRM system for your business.

A CRM will bring huge value to your business; it will:

• Save you tonnes of time
• Free up your headspace
• Give you consistency
• Make collaborating easier
• Enable you to delegate effectively
• Speed up your response times
• Help you develop better relationships
• Give you ‘one version of truth’
• Increase profit.

As well as ALL of that, a CRM for property will help you with:

• Networking
• Deal Sourcing
• Deal Packaging
• Investors
• Vendors
• Lead Generation
• Referrals
• Power Team
• KPI Tracking.

A CRM specifically configured for your property business will help grow your business, attract more investors and secure more deals. But you can’t just buy a CRM for property off the shelf, so how do you get one?

Welcome to 10 steps to a CRM; the how-to DIY your own CRM system for your property business. We’ll take you through everything you need to know, from choosing a CRM to reviewing how your new CRM is working for you:

1. Choose a CRM
2. Learn it
3. Clean your contacts
4. Create templates
5. Map out your processes
6. Design your pipelines
7. Configure your CRM
8. Onboard an assistant
9. Get started
10. Refine and improve

Find out more.
Read Step 1: Choose a CRM

Want to delve deeper into how a CRM can help your business?
Book a free no-obligation Discovery Call with Steven

About the author

Steven Lai is a property investor, founder of Super Developments and creator of CRM for Property Success. He is a CRM expert with over 12 years commercial experience of managing sales teams.

Join the CRM for Property Success Facebook Group to ask him anything (about CRM, property or 80's trivia!).