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Category Archives: CRM

Collaborative Recruiting: LinkedIn + Salesforce + Your Team

by Drew Meyers on 10:04 am April 2, 2015

Imagine if there was some way to know which external agents your executives, managers, admin and agents actually know well? Who does your team interact regularly with? How recently have they last interacted? I will wager a guess that would be pretty damn valuable in terms of recruiting those agents, no? I’ve been beta testing a collaborative CRM for several months, that solves this exact scenario. If you’re interested in being an early tester, shoot me an email (drew at horizonapp dot co). Ideal would be middle sized brokerages … Read More »

Real Estate Webmasters – My Experience

by David Feldberg on 6:58 pm December 18, 2014

When I was thinking of what would be helpful to readers of geek estate I came across Sam’s article about ReelGeeks and I thought why not tell everyone my recent experience with Real Estate Webmasters (REW).  I will preface this with I finally brought my site live last week and I have no vested interest in the company, nor will I receive anything for this, I’m simply sharing my experience. A little background to start.  I have had my site up for a few years … Read More »

The Latest Real Estate CRM Platform, Trulia One

by Michael Price on 12:28 pm November 20, 2014

According to Gartner Research, worldwide sales of client relationship management (CRM) software grew by 13.4% in 2013 to over $20 billion in sales. 41% of the sales came from software as a service (SaaS) providers. Communications, media and IT services are the top 3 verticals. Real estate has always been an attractive category for CRM software developers, in fact, it seems like there is a new entrant into the space on a fairly regular basis, so much so, we’re going to do a regular feature … Read More »

Disorganized? You Don’t Need to Be

by Matthew Collis on 8:52 am July 15, 2014

You’re working with a REALTOR®  who’s late for appointments, forgetful, never  has the information you’re asking for (always  has to “get back to you,” which sometime never even happens), is disorganized, and lets certain things fall through the cracks in the listing and closing process. Or you’re a buyer and your agent keeps showing you properties that aren’t in line with what you told them you’re looking for. The unfortunate truth is a lot of people can relate to the statements above. Let’s face it, … Read More »

5 Ultimate Real Estate Contact Management and Marketing Tips

by Matthew Collis on 8:03 am June 10, 2014

In this blog post I’m going to outline five excellent real estate contact management and marketing tips that will help you build stronger relationships with your sphere, benefit from a consistent stream of referrals and repeat business, and become a more successful agent both short and long term. 1.  Send targeted and personalized emails to stay in touch with your sphere and take a multi-channel communications approach The “Dear Valued Client” approach or addressing  your clients and prospects with a “Hello” comes across as impersonal … Read More »

The Little More on the Real Estate CRM Opportunity…

by Drew Meyers on 4:22 pm May 23, 2014

Real estate CRM’s are a tricky business. I’ve spoken to numerous entrepreneurs over the past year who aim to solve the CRM problem that’s existed forever. My gut? None of them will, and here’s why… First of all, it has absolutely nothing to do with their competency. I struggle to figure out how anyone, short of someone with massive distribution like Zillow or Trulia, is going to win the CRM race. Trust Customer relationship management is the core of most businesses. If that data is lost … Read More »

How to make money with a real estate startup – infographic

by Mike McGee on 7:59 am April 22, 2014

I saw this infographic the other day on The first step made me think of real estate right away: “Find a product that is popular but not yet perfect.” Does that not describe virtually everything in real estate? Practically every tech tool I use in real estate is far from perfect. Think about it: CRM, IDX, Document mangement, MLS software, etc. Much of it is counterintuitive, inadequate, incomplete and downright frustrating. It makes me realize what opportunities exist in real estate technology for a killer … Read More »

4 Compelling Lead Generation Offers REALTORS® Can Provide

by Matthew Collis on 12:59 pm April 21, 2014

Lead generation offers for real estate agents

Good marketers know that lead generation offers can be powerful tools to rein in that next big lead and grow a business. A lead gen offer on a website usually consists of a box on the sidebar of a page asking for the prospect’s name and email address (at a minimum) in exchange for something of value. The benefit of this is that you can capture new, potentially very qualified leads, and then use your Realtor CRM to nurture them over time and convert them … Read More »

Real Estate CRMs and Lead Management: Where Is The Integration Automation?

by Sam DeBord on 9:36 am April 15, 2014

I’ve been reviewing dozens of CRMs over the past year for projects within my own team as well as others’ businesses. The majority of these discussions include a fairly simple question: Will this CRM automatically import/update itself with the leads I get from various sources? Traditional CRMs are great for managing your “customers”, which is what they were designed for. It’s striking how many haven’t gotten past that point, though. Most real estate agents and teams that I know are generating leads through their own … Read More »

Two Key Trends and Why They’re Important For YOUR Business: Cloud-based Real Estate CRMs and Going Paperless

by Matthew Collis on 12:02 pm January 7, 2014

Want to increase productivity? Cut costs? Maximize the safety and security of your data? If so, you’ll want to learn more about two key trends that have hit the real estate industry: cloud-based real estate CRMs and running a paperless business. Cloud computing can equal big savings You’ve likely heard of “the cloud” by now, but if you haven’t, a simple definition of cloud computing is the ability to access applications and data via the web. Contrast this with a desktop program that cannot be … Read More »

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