Are you ready to close more deals and streamline your sales process? Stop wasting time on ineffective CRMs. With Close CRM, you can set up a customized, powerful sales process tailored to your real estate business and close more deals faster.
Many real estate professionals fall into the trap of using generic CRM systems like Podio or MailChimp, but these tools often fall short when it comes to the unique needs of wholesalers. Close CRM offers a scalable, customizable solution that can help you track leads, automate communications, and optimize your entire sales process—ultimately driving revenue and efficiency.
Why Your Current CRM Might Be Holding You Back
Traditional CRMs don't always cater to the complexities of a wholesaling business. They lack the features needed to track multiple leads, manage communications with buyers and agents, and streamline the deal flow. Close CRM is built for real estate businesses that want to scale, automate key tasks, and close deals faster.
Here’s why top wholesalers trust Close CRM:
- Customizable Sales Pipelines: Create pipelines tailored to your exact sales process, so no step is missed.
- Automation: Free up time by automating repetitive tasks, from lead follow-ups to deal notifications.
- Smart Data Management: Keep everything organized and accessible to make smarter business decisions.
Setting Up Close CRM for Real Estate
Follow these steps to set up Close CRM for maximum effectiveness: Step 1: Start Fresh
Clear out old data to ensure your CRM is organized from the start. This allows you to build a fresh pipeline that’s specific to your wholesaling needs.Step 2: Build Your Opportunity Stages
Create customized stages that match your sales process. A typical real estate sales pipeline might look like this:
- Potential: New lead, initial contact made.
- Needs Info: Gathering details to proceed.
- Underwriting: Preparing an offer for review.
- Sent Offer: Sending the offer to the seller.
- Marketing: Preparing materials for buyers.
- Walkthrough Scheduled: Organizing property showings.
- Escrow: Handling escrow funds.
- Won: Closed deal.
- Lost: Deal not completed.
Step 3: Customize Lead Statuses
Adjust your lead statuses to fit your workflow, such as:
- Potential
- Qualified
- Not Qualified
- Active
- Inactive
- DNC (Do Not Contact)
- Bad Data
Step 4: Add Custom Fields
Add relevant custom fields to capture the unique information you need, such as:
- Avatar: Buyer, VIP Buyer, JV Partner, Seller, etc.
- Square Footage, Beds, Baths: For property details.
- Deal Type: Dropdown for types of deals like Wholesale, Creative Finance, Conventional.
Streamline Your Sales Process with Automation
Close CRM lets you automate time-consuming tasks to keep your sales team focused on closing deals. Set up automated workflows for lead outreach and follow-up reminders. For example, a Seller Outreach Workflow can be set to automatically send calls, texts, and emails at optimal times, ensuring your leads are engaged and conversions increase. Boost Efficiency with Smart Views and Reports
Use Smart Views in Close CRM to organize and manage leads efficiently. Some smart view examples include:
- Leads Needing Follow-up
- Active Buyers
- Hot Deals
These filters help you focus on the most important leads and avoid missing key opportunities. MaximizeMaximize Your Revenue with CRM Integration
Close CRM integrates seamlessly with other tools in your workflow to help you optimize all aspects of your sales process. By linking your CRM with email marketing platforms, automated text systems, and customer support tools, you ensure nothing falls through the cracks, leading to faster deals and more revenue.
FAQ
Q1: Why shouldn't I use generic real estate CRMs for wholesaling? Generic real estate CRMs often lack the specific functionalities needed to handle the fast-paced and detailed processes of wholesaling.
Q2: How does Close.com CRM benefit wholesalers? Close.com CRM offers customizable features that allow wholesalers to track leads, automate communication, and manage deals effectively, resulting in more closed deals.
Q3: What is an example of a custom field I should add to Close.com? Adding fields like Avatar to classify contacts (e.g., Buyer, Seller, JV Partner) and numeric fields for property details (e.g., Square Footage, Beds, Baths) can greatly enhance your lead management.
Q4: How often should I follow up with potential buyers in my CRM? Set up workflows to follow up with potential buyers at least every 14 days to maintain relationships and ensure they stay engaged.
Q5: Can I automate my lead follow-up process in Close.com? Yes, Close.com allows you to create workflows that automate calls, texts, and emails, ensuring consistent and timely follow-ups with leads. Conclusion: Optimize Your Sales Process with Close CRMWith Close CRM, you can streamline your wholesaling process and close more deals faster. By setting up your CRM correctly, automating repetitive tasks, and focusing on high-value activities, you'll create a more efficient, revenue-generating business. Are you ready to optimize your sales operations and increase your revenue?
Book a call with one of our experts today, and let’s discuss how Close CRM can help you close more deals and scale your real estate business efficiently.
