Make More Money with These Lead Management and Sequoia CRM System Tips!

For those of you utilizing the great Sequoia real estate website platform, here are some helpful tips for using the LogicLeads Real Estate Lead Management and CRM system that will make you more money!

  • Enter each lead into the system. Regardless of source.
  • Setup nightly email updates.
  • Look at the searches your leads have performed, email them some listings and ask if they would like to see any of them.
  • Create a showing sheet and ask if they’d like to setup a time to see any of these listings.
  • Schedule tasks to follow up on.

5 Calls in 5 Days

  • Schedule a task to follow-up with each closed renter for 6 months later to see if they want to rent again (or maybe even buy!)
  • Ask every renter if they’ve thought about buying.

If “yes”…

  • Set them up with nightly email updates in the same neighborhood where they want to rent with their buying criteria
  • Send messages to leads directly from the system

*HINT: Make sure you’ve edited your profile to include a proper email signature!

  • Search through your lead activity to see who has been using the site and when and follow-up using that intelligence.
  • Enter each showing and make notes after so you know what each lead needs and / or wants.
  • Export calendar of events and tasks that you’ve set up.
  • Use export function to quickly get leads into your Outlook and phone.

Not set up with the best-in-class real estate website software? Contact Boston Logic today to make the investment in your business!

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