Step 1: Setting Up Your SMS Transaction System Choosing the Right SMS Tool When I first started in real estate, choosing the right SMS tool felt daunting. There are so many options out there, each promising the moon and the stars. I recommend finding a tool that integrates smoothly with your CRM system. This will […]
Insight One: Google’s CRM Solutions Exploring Google Workspace First off, let’s talk about Google Workspace. You might think of it as just your regular suite with Gmail, Drive, and Docs, right? But it’s actually a lifesaver for small to mid-sized businesses looking to manage customer relations better. It integrates seamlessly and acts like a basic
1. Organizing Your Contacts Effectively Create Contact Groups When I first started using Google Contacts, I found it a bit overwhelming with all the people I need to keep track of. One of the first things I did was create contact groups. This allows you to organize your contacts based on categories like clients, leads,
Understanding Your Needs Identifying Essential Features When I first decided to create a CRM in Google Sheets, I realized I had to pinpoint what features would actually help my business. I sat down and made a list – you know, the basics like managing contacts, tracking interactions, and keeping sales data organized. It’s all about