fbpx

Search Support Docs

Search
Generic filters
Exact matches only
Search in title
Search in content
Search in excerpt

8 Ways to Keep Tabs on Your Contacts.

8 Ways to Keep Tabs on Your Contacts.

Keeping tabs on your contacts is what we do best.

It’s 2020 and customer relationship management (CRM) software is now a must-have for most businesses. Companies increasingly realize the need for a CRM. Without one, it’s more difficult than ever to compete and grow your business. Realhound offers three sections of their program, the Contacts, Today, and property sections. Below are eight tabs you find to help you keep up with your contacts, vendors, and locations.

This is a game-changing technology in the palm of your hand.

The Today Tab.

This section is where you will access your task list, calendar, and search contact histories. Also, you can manage your projects, marketing campaigns, and buyer and tenant need on a large scale.

Tasks tab.

It allows you to view a list of your tasks by task type and user.

Calendar Tab.

View individual or team tasks on a calendar. You can customize your view of the calendar by performing a click-and-hold on the mini calendar and dragging the mouse pointer across the mini-calendar, highlighting the number of days that you wish to view. You can move tasks to new time slots or another day by performing a click-and-hold just to the left of the task on your calendar and moving the task to the desired time slot or day. The Calendar features work the same way as the Task list.

Search History Tab.

This handy tab shows you contact activities by Sales Status and Call Result. You can also narrow your search by entering a date range or find keywords in the database. Print the results of your search by pressing the Report button.  If you want to know which of your clients you created a proposal in November or met with in the first week of December, you will be able to find that information easily by using this tab.

Project Status Tab.

This tab shows you a summary of all property-related projects. New projects are entered in the Property section on the Projects tab of the property involved.  Once you have entered in a new project on a specific property record, you will be able to access and manage that project from this tab.  Projects are beneficial for managing property-related activities that involve multiple steps, such as closing timeline, development timeline, putting together a marketing package, listing proposal, or some other multi-stage process.

Marketing Campaigns Tab.

This tab is where you will create and edit marketing campaigns for your property based marketing. This feature will significantly reduce the amount of time and effort required to generate marketing reports on your listings.  If you are not providing your clients marketing reports on their listings, your business is in real trouble. The program truly takes the pain out of the reporting process, saving you and your staff hours. Marketing campaigns are discussed in a later chapter.

DealFinder Tab.

This tab gives you the ability to find and manage buyers in your database who are looking to purchase properties that match certain criteria that you have already specified under the Buyers & Tenants Needs tab (in the Contacts section of the program).  This feature is handy when you are trying to locate a buyer for a For Sale property that is not currently entered into your database, or if you want to manage a list of clients in a 1031 tax-deferred exchange. Example: You go to a meeting, and another broker pitches a deal that requires $2,000,000 down. You search DealFinder for buyers that have at least $2,000,000 and then run the deal past the buyers that qualify. Yes, this feature can make you a lot of money!

Within this tab is the Matched Properties window.  By selecting a buyer on the screen above the window and pressing the Show Matched button, properties in your database with the For Sale status of “Yes” that meet the selected buyer’s criteria will be displayed in the Matched Properties window. Don’t forget to search and match off of the Internet listings.

The Overview Tab

You can find it in the property section. This tab was designed to give you all the essential information about a property on one screen. In addition to the necessary information about the property, it shows Ownership, Offering (For Sale) details, Last Sale data, and property photos. You will find that you rarely need to go to any other tab in this section. When entering a new property record, you should always enter the property name, property type, and address. If you do not know the property name, use the street address as the name, i.e., 3135 South Front St.

 

If you found this helpful and you need to track your contacts, your vendors, and even your team within just a matter of seconds, it's all right here in the Realhound CRM; we can help.

Reach out to our sales team for a demo to learn more about how Realhound can help you manage your business, teams, and clients.

Call us: (949) 309-2810

Click here for a demo.

 

« « Previous | Next » »
Shares
Share This