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10 Steps to a CRM for Property. Step 10: Refine and repeat     This is one of the most important steps in your journey to having a fully customised CRM for your property business. Refining and improving not only applies to the systems you use in your business, but...

10 Steps to a CRM for Property. Step 9: Get started     You’ve systemised your business, onboarded a team and everyone knows how to harness and maximise the potential of your CRM system. It’s official – you’re ready to rock!   Step 9: Get started So, it’s time to use...

10 Steps to a CRM for Property. Step 8: Onboard an assistant     If you want to take your property business to the next level, you’re going to need to grow your team. You should be focusing on your IGTs, that’s your income-generating tasks, and not bogged down in the...

10 Steps to a CRM for Property. Step 7: Configure your CRM     If you're wondering why bother configuring your CRM? The answer is, putting it bluntly, that an off the shelf CRM won't cut the mustard! I'm afraid you can't download your way to the answer either.   Step...

10 Steps to a CRM for Property. Step 6: Design your pipelines     You’ve already mapped your processes, so the hard work is done! Now you can really get into designing a pipeline to make these processes SO much easier. But a word of warning, however tempting it is...

10 Steps to a CRM for Property. Step 5: Map out your processes     To quote the infamous Homer Simpson “Every time I learn something new, it pushes some old stuff out of my head”. We’ve all got a lot going on, stuff taking up headspace, and because we can’t remember...

10 Steps to a CRM for Property. Step 4: Create your templates     Get ready to save yourself a ton of time! How many times a day do you find yourself typing the same email? Maybe you’re wasting valuable minutes or even hours on them?   Step 4: Create your templates...

10 Steps to a CRM for Property. Step 3: Centralise your contacts     Where are your contacts? If you are anything like we were when we started, they’re all over the place. In your phone, on your email, your social channels, a shoebox of business cards and you might...

10 Steps to a CRM for Property. Step 2: Learn how to use your CRM     You’ve chosen a CRM and bought it; great stuff! Now it’s time to learn how to set it up. Don’t be tempted to wing it; there are lots of great resources available online to help you work it all out....

10 Steps to a CRM for Property. Step 1: Choose a CRM     So, you’re ready to grow your property business, attract more investors and secure more deals. And you know a CRM system will help you do this, but you’re just not sure where to start. This is our 10 steps to a...

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...

I went to a property networking event – now what? (Part 6)     This blog post follows on from I went to a property networking event part 5 here… You’ve followed up – now make that sale Pretty much everyone at a networking event has something to sell – fact. The point...

I went to a property networking event – now what? (Part 5)     This blog post follows on from I went to a property networking event part 4 here… Following up with email marketing Email marketing is not dead, despite what everyone says (a bit like like how people...

I went to a property networking event – now what? (Part 4)       This blog post follows on from I went to a property networking event part 3 here… Following up on social media What you do after a networking event is as, if not more important, than what you do at the...

I went to a property networking event – now what? (Part 3)    This blog post follows on from I went to a property networking event part 2 here... Following up your "Passive" list You’ve sorted out your system for your business cards (if you haven’t, you might be...