As your real estate investing business grows, the numbers of contacts, leads and contractors will grow. Keeping track of contacts is essential for maximizing their value.
At first, you might be tempted to use an address book or spreadsheet. At a certain point, though, those just are not good enough to prevent leads and follow ups from slipping through the cracks.
Eventually you need something else to manage the large number of contacts you’ve developed. That’s where Customer Relationship Management (CRM) systems come in.
Choosing the right CRM software makes a world of difference for your business. Picking the wrong one for your business system could lead to the same problems an address book or spreadsheet might give you.
So, how do you choose?
I mean, there are dozens and dozens of CRM software products on the market and they’re all kind of hard to differentiate.
Contactually is a different breed of CRM – in a good way.
Instead of solely managing your contacts and leads like most CRMs, Contactually takes it up a notch by helping you manage what really matters – customer relationships.
The software offers its users automated follow-up reminders, advanced automation and pipeline management, an update on how well you are doing with your customer follow-up. The software manages to put everything together in an easy-to-use and aesthetically pleasing package.
According to Contactually’s data, real estate agents who use the software reportedly closed 4 more deals every year compared to others who do not use Contactually. Investors could have similar results…
An additional 4 deals per year may not sound like much, but can you imagine how much profit you’d earn if you closed 16 deals a year instead of 12? 10 instead of 6? What if you’re making $30,000-$50,000 per deal?
What is Contactually?
Contractually is a cloud-based CRM software and service company. They enable businesses to strengthen customer relationships by driving personal communication with clients and prospects.
Contactually helps you:
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Establish new relationships
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Follow potential leads
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Gain new referrals
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Close numerous deals
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Grow your business
The service equips you with comprehensive tools to communicate with the right lead and avoid the sneaky mistakes in doing so. With Contactually, you organize your business’ contact list into different segments and connect with them accordingly.
How Contactually Helps You Close More Deals
A lot of real estates CRMs are built mainly to pour leads through your sales pipeline, but Contactually was designed to truly build a relationship with clients – it’s a relationship marketing platform.
You’re able to create programs that can automate follow-up reminders, drip emails, and other tasks. You are also able to change course based on how your lead responds.
Its ‘buckets’ are the company’s contact management system. You have the power to make as many buckets as you want – like ‘segment,’ ‘organize’ or ‘prioritize your contacts’ – and also set up reminders and unique lead nurturing automation.
The system, which is fairly easy to navigate, also helps you:
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Communicate with your prospect armed with the right message, at the right time.
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Track progress
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Obtain granular insights for motivated agents, teams, and brokerages.
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And more…
Show Me the Money
Contactually lets you do a lot for a price. They offer you 3 plans: Basic, Professional, and Accelerator.
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Basic: $45/month ($39/month if billed annually)
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Professional: $69/month ($59/month if billed annually)
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Accelerator: $119/month ($99/month if billed annually)
Sound Good to You?
What do you think about this type of CRM? Share below.
Take control of your leads – Losing track of your leads is losing money. Find a system or program that keeps track of your contacts and stick to it.
Follow Up – Even if you don’t have CRM software, you need to practice customer relationship management. Part of that is staying in the front of your prospect’s mind. If you stop reaching out, your competition will take over.
Analyze Your Leads - What source is sending you the most and highest-quality leads? What are you doing that is not generating any leads? Guess what you should do in each case: analyze and change course if needed.
JP Moses
is a real estate investor in Memphis, TN, with experience ranging from land lording to note buying, rehabbing, and wholesaling. However, wholesaling is the area that he enjoys most and where he bring the most experience and expertise to his students.