by Steven Lai | Aug 6, 2020
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 your...
by Steven Lai | Jul 30, 2020
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 it or...
by Steven Lai | Jul 23, 2020
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 day...
by Steven Lai | Jul 16, 2020
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...
by Steven Lai | Jul 9, 2020
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 don’t...
by Steven Lai | Jun 25, 2020
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...
