LeadSimple

How Lead Simple Can Help

Leadsimple allows you as a property managers to make the most of your leads. So many property managers will have a large number of leads and only make a few deals from them. Why? Because their crm just isn’t up to scratch! Lead simple software gives you a platform to organise your leads and ensure that you’ve got a plan for each client in place. This plan can then be automated to ensure that you’re keeping up to date with the different steps you’ve put in place for yourself. Let’s take a moment to look at just a few of the benefits that leadsimple can have for your crm property management!

Categorising Your Leads

The first step that you’ll probably find yourself taking with leadsimple is categorising your leads. You can organise your leads into the three categories mentioned above, or you can get a bit more in-depth with this process. Categories that you could place leads into include:

• New
• Nurturing
• Contracted
• Meeting
• Signed Contracts
• Lost
• Unqualified

Having leads in these groups can ensure that you know where different clients are falling in the process of securing deals and getting people into the homes that will best suit them. Leadsimple allows you to easily track and monitor their journey and to see when people have spent a little too long in one of the stages, allowing you to implement change that will move them forward to the next step. These, of course, are just lead simple’s default categories. If you work in a different process, you can change the titles to best suit your needs.

Creating Workflows

Once your leads are set up into their categories and you can see what point you’re at with each, leadsimple allows you to create workflows. This is essentially a means of setting up a plan of action for each client. You can create steps to follow to take them through the journey of interest to signing a contract smoothly. This will optimise your crm management. Leadsimple can break your plan up into days, meaning that each day you can log in and see exactly what you need to do for each client to keep them happy!

Automating Emails

One of leadsimple’s biggest strengths is helping you to automate your emails. You’ll find that you need to send emails out at specific intervals to ensure that your clients are kept up to date and to pique or regain their interest at important moments. But if you’re dealing with multiple clients at once, you can quickly find that you fall behind and miss the prime moments to get in touch. Lead simple will send the emails out on your behalf, as and when you schedule them.

Automating Other Follow Up Steps

There are, of course, other follow up activities that you will engage with besides email. If these can be automated, leadsimple will automate them for you.

Recording Interactions

Of course, keeping on top of everything you’ve said to every client can be difficult. Sometimes you’ll find yourself wishing there was some sort of record of what you’d said to each client so you can ensure you’re meeting up to your promises. Leadsimple allows you to record interactions in mp3 format, so you can check back on correspondence whenever you need. Leadsimple can also track emails, highlighting whether you’ve replied to a client and whether a client has responded to you or not. As you can see, lead simple really keeps things on track!

Taking Notes

Leadsimple also has a note taking feature, allowing you to add notes to different stages of your process. This means you can quickly put your thoughts down and come back to them at a later date!

Reporting

Another useful feature for crm management provided by leadsimple is reporting. Quick and easy-to-view stats can be accessed, meaning you can view leads received, conversion rates, response times, and median touches. This means you can set yourself new targets for improvement through leadsimple too!

As you can see, customer relationships are central to realtor success, so customer relationship management should become central to your working process. Leadsimple allows you to optimise your working process and convert as many leads as possible as a result!