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Why Workflows Are Gonna Rock Your World (& Your Real Estate CRM)

Posted by Kendyl Young on May 25, 2017 9:02:02 AM

Hi, Kendyl Young here. I’m the owner/broker of DIGGS, a real estate team in Glendale, California. On May 16th, I teamed up with Realvolve in a webinar explaining the game-changing reasons why you need to consider using workflows in your real estate CRM. Below are the five key insights I shared with hundreds of attendees.

Get ready to learn why workflows are going to rock your world!

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5 Reasons Why You Need a Real Estate CRM

Posted by Jon Yourkin on May 22, 2017 12:02:12 PM

Editor's Note: This piece is an update of a post written in 2016 by Kendyl Young. You can find the original post, filled with best-practices on how a real estate CRM can improve your business, here.


Many agents and brokers continue to try to run their real estate business without a client relationship management (CRM) tool or database to manage their contacts and relationships.

Outlook, Excel, a spreadsheet, a Word document, and even paper notepads are not CRM systems. And although I am a big fan of sticky notes, they still aren't going to cut it when it comes to managing your leads and prospects. You need a legitimate database that’s there to manage your contacts and improve your relationships when you're out and about. Let’s look at five reasons why a real estate CRM is needed for your business.

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Are you driving your real estate business with a manual or an automatic?

Posted by Gary David Hall on May 19, 2017 9:42:37 AM

This blog post is the 1st in a series of 5 articles demonstrating the impact workflows can have on your real estate business.

"With workflows as part of your real estate CRM, you can automatically keep the day-to-day details of your operation humming smoothly, dramatically reducing stress and time spent on paperwork to free you up for more one-on-one interaction with your sphere of influence."

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Are You Integrating Or Migrating To a New Real Estate CRM?

Posted by Mark Stepp on May 18, 2017 1:30:25 PM

It used to be that migrating from one real estate customer relationship management (CRM) system to another required a lot of manual steps, mental inventory of contacts, or time consuming efforts. At the end of the process, you would cross your fingers and make sure everything integrated correctly...in the hopes that you wouldn't get a massive headache.

At Realvolve, we've been through thousands of migrations and integrations. This means we have processes and documents to help you when you decide to change CRMs.

Keep reading to find out how to migrate and integrate from your current CRM software or system.

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5 Hidden Benefits of Workflows In Your Real Estate CRM

Posted by Dale Warner on May 9, 2017 10:47:00 AM
The technology available to real estate agents today is incredible. You can provide virtual tours, collect e-signatures, and, of course, manage your contacts with customer relationship management (CRM) software.

In addition to being a database of your contacts, a CRM is a tool for executing every step of your process: following up with leads, delegating tasks to staff and holding them accountable, communicating with clients and vendors, and creating and checking off To Do lists.

The best part? You can automate all of this by using workflows.

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Are You Making These 4 Time-Wasting CRM Mistakes?

Posted by Gary David Hall on Mar 1, 2017 10:45:00 AM

At its most basic level, the primary function of a real estate CRM is to save you time. And as a real estate agent, time is certainly something you could use more of!

Unfortunately, there are ways you can shoot yourself in the foot when using your real estate CRM. In this post, I’ll take you through four of the most common time-wasting CRM mistakes agents make...and how to fix them.

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Realvolve Integrates with BombBomb

Posted by Mark Stepp on Aug 19, 2016 7:00:00 AM

Enhancement:  BombBomb

Over the past couple weeks we've been working on integrations with other systems. I'm happy to announce that we've completed the BombBomb video integration and it's available for you to use today in our real estate crm!  

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The #1 Mistake made when Trialing CRM Software

Posted by Gary David Hall on Jul 5, 2016 5:27:21 PM

People make assumptions! That's it. The single biggest mistake made when researching CRMs is that people give up without confirming their incorrect assumptions.

Prior to my coming to Realvolve, someone who was trialing two CRMs asked me for some more choices. I had given him two to look at and he liked one better than the other. He asked me for another recommendation because the one he liked didn’t synch with Google. Problem was - it actually did sync with Google. He just never asked!

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Pause to catch your breath then keep moving forward!

Posted by Mark Stepp on Jul 1, 2016 8:38:29 AM

While on our family vacation to Breckenridge Colorado this year, I went for a morning run up the mountain just above our condo.  As I made my way up the zigging and zagging streets and the inclining rocky trails, I noticed the beauty of my surroundings. The sound of the brisk mountain water rushing down the creek was extremely soothing, but there was a challenge...

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How A Real Estate CRM Improves Your Business Over Paper

Posted by Kendyl Young on Jun 28, 2016 5:13:18 PM

People know they should switch to a client relationship management (CRM) system / software, but many are not sure why

Of course, a CRM system itself doesn't transform anything. It's a piece of code or software providing visibility, automation and follow-through. What actually will change your real estate business performance are the behavior changes in your people and the process improvements enabled by the CRM system.

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