How to Choose & Set Up A CRM to

Real Frustrated Agent Questions/Comments:

1. I tried Referral Maker (Buffini) for a year, did not like it!!

2. I have now been using iXact Contact for over a year, I still don't think it’s a winner...

3. How will I know you’ve found the right CRM?

4. I want something simple, but what?

5. I want all my CRMS, lead gen tools, realtor .ca, brokerage, etc all lead directly to my 1 email

6. There are too many features and it is too complicated.

7. Do you NEED to keep family and friends separate from clients?

8. What is a great, reasonably priced CRM?

Have you tried them all? Top Producer, referral Maker, IXact, Contactually, Lionsdesk, CHIME, etc...yet are still struggling?

Do yourself a favour and come to our workshop.

Master LIVE Class For Real Estate Agents

How to Choose & Set Up A CRM to Work for YOU

Get your questions answered. Finally.

Watch the 2 hour REPLAY workshop to find out the answers around Client Relationship Software for Real Estate Agents.

$10 Replay Mini Workshop

What You Will Discover

What is a CRM?

Maybe you kind of know or maybe you have no idea but let's talk about what a CRM is and answer this daily question.
How to choose a CRM?

So many questions about this. What CRM are you using? What is the best FREE CRM? What CRM do you recommend? Should I use the one my brokerage gives me? Should I use the one my fellow Agent says they use? Is a website lead generation CRM different?

BONUS: We will give you our VENDOR checklist so you can ask the right questions to your CRM vendor.
How much should you pay for a CRM?

Free to monthly, what are the benefits and why.
Can I get by without using a CRM?

A notepad is not a CRM. A spreadsheet is not a CRM. But....why should you use a CRM or should you at all? Find out.
What to organize inside your CRM

The money-making stuff. We will go over Email blasts and Drip Campaigns and their true power.

Using a CRM isn't the only thing , it practically everything. Darci - Agent Tech Mastery

Usually your webinars are FREE, why is this one $10?

This isn't a webinar, it is an interactive workshop where you will learn and discover all the questions over to the left. I rarely do these types of workshops and last time I did it was $99. It is just so you have some skin in the game and show up to finally understand the power of a CRM.

Will you be selling CRM software?

No. My reason for doing this is that I have worked for decades with people who just don't understand the value of a CRM and it is literally costing you time and money by NOT understanding costs.

If you have questions about YOUR specific CRM, please ask at the webinar or after. I have researched the Top 20 and I will give you a checklist on what to ask each vendor.

Will I get the replay?

Of course.