Create Reports and Forecasts you
If you are still usingmay be spending hours writing reports that can be easily automated. Is one real estate agent in your agency selling more homes than others? Is one of your agents stuck at a certain stage of the sales pipeline? Are you on track to hit your monthly, quarterly, or annual goals? These are all reports that can answer The problem. Using reports you can view the number of new deals your agency added, the average time to close deals, and the stage-to-stage conversion for all deals in a specific time period. Analytical reports can help you understand where your agency is winning and where it can perform better. If a particular real estate agent is struggling to move deals forward or your agency is spending too much time on administrative tasks then you can find ways to help them.
Tools to Help You Manage Tasks The secret sauce to using real estate is its integration. This is the real estate sales stack. If you’re already using a productivity or accounting tool then there’s a good chance you can integrate it into yours and enhance your sales process. It shouldn't be the only tool in your toolbox. Here are some integrations you can use to enhance your real estate task management efforts. With On Call you can track your phone Email Marketing List conversations to ensure every deal is moving along your sales funnel. Track and record incoming calls with integration that automatically records call information under your Contacts and Transactions Call Source and Call Recording as an activity.
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Integration does some of the heavy lifting for you when a prospect first contacts you. It can create a new contact and transaction in your account and log any call activity under that newly created transaction. Autopilot uses trigger actions and conditions to design highly personalized marketing automation journeys for your prospects. Autopilot can even score prospects based on their behavior and interests to help you ensure you're only spending your time on your hottest prospects. You can sync with another great tool to send messages to your team when assigning leads. You can also integrate with . Live chat apps integrate a chat widget into your website so that your sales or support team can answer any website visitor's questions in real time.
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