This article will give you some pointers for a possible workflow suited to the needs of a real estate agent. Of course, these are just suggestions. Can't find what you're looking for? Have a look at our Support Centre, or send a mail to our support team.
Here is what we will go over:
- Projects - external access
Your CRM is the heart and soul of your business. In order to keep track of all your leads, clients and other contacts, you can use tags and custom fields to divide them into segments. What exactly are these?
Tags are specific bits of information you can assign to a contact or a company.
For instance, you might add tags like ‘tenant’, ‘property owner’, ‘supplier’ or ‘concierge’.
Custom fields allow for a more specific categorization. There are many types of custom fields that can correspond to the type of information you need. You could create a drop-down list, an extra URL field for hyperlinks, a simple slider, etc.
Here’s some examples:
Let’s say you need to add information to contacts about their personal needs for a home. You could create a custom field of the type ‘single selection’ for ‘special assistance’. This will create a drop-down list which could contain ‘needs elevator’ or ‘needs spacious bathroom’, for example.
On a company level, you could add a custom field you name ‘Budget’ of the type ‘Money’. When you add a new company, or change an existing one, you can indicate the budget of the client.
Once you’re able to add this extra information to contacts and companies, it will be much easier to segment them. This, in turn, will not only be interesting towards following up on all your actions, but also for mailings with one of our integrations for e-mail marketing like Mailchimp or Campaign Monitor.
Learn more about how integrations for email marketing work!
If tenants are linked to a company in your CRM, just link them by clicking the the three dots on top of the contact page of the tenant and click ‘Link to company’.
If you’re already using a planning tool like Google Calendar, Outlook or iCloud, you can integrate it with your Teamleader planning. Every item you schedule in either agenda will then be synchronized both ways.
Schedule meetings in Teamleader by:
Simply dragging and dropping the preferred time slot in your calendar.
You will be asked whether you want to schedule a task or a meeting.
Fill in a customer, a title, a date and a location.
When the meeting is created, you can add contacts by clicking the plus sign next to ‘Contacts attending’.
If you have multiple meetings on the same day, Teamleader can also show you the route you need to take from one to another. This way you will never get lost between meetings!
Read more on the possibilities in the planning tool.
By default, the deal phase ‘Accepted’ is the end of the line in Teamleader. This means a lead has accepted your offer and is now a client. You can always adapt these phases according to your own workflow. What phases do your leads usually go through before they become clients? Do you meet up with them 2 or 3 times before sending a quotation? Just add phases for First meeting and Second meeting, for example.
Personalize your phases via Settings > Deals > Deal phases.
The exchanging of documents and images are an important part of the real estate business.
To add documents to a contact, company or project just click the ‘Files’ button in the lower right-hand corner of the page. A banner will appear on your screen containing all documents linked to the client or project. Subdivide them into categories by creating maps. Click the folder sign to do so.
If your volume of documents to be exchanged is very large, you may want to check out our Dropbox integration, which will allow a more efficient way of uploading documents.
Teamleader offers several Web2Lead integrations. These allow you to link an online form directly to your CRM. Prospects finding their way to one of your landing pages can fill in a form and as soon as they submit, the contact is saved in Teamleader. You can even choose to automatically create a deal!
If you use Wordpress , click the link to find out how to integrate forms into your website.
(This feature is available in our Boost package)
If you work with projects, you can give clients or other parties external access to your projects. This will allow them to follow-up on progress you made.
Navigate to your project and click on the tab Project info in the header.
Go to the ‘Customer’ box on the bottom of the page.
Add the contact you want to share the info with by clicking the plus sign.
Then, click the button saying ‘External access’.
The contact will have access to the Projectcloud, allowing them to follow all progress you’ve made.
Do you have special tips you'd like to share with us? Just send a mail to our support team.