A Step-by-Step Guide

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A Proven System
to help you stay in touch with your clients, customers and prospects

By utilizing the CRM’s automated follow-up campaigns and professionally designed newsletters and e-cards, you can easily remain in frequent contact with your sphere, which helps to keep you front-of-mind.

Part 1: 
 Customers, Clients and Contacts


Part 2: 
 Putting Your Database to Work



The “My Customer for Life” Campaign (The system learns your client’s behavior based on which types of articles they click on, so that in the future, only the type of content they’re interested in will be sent!)

Chaining Campaigns
When one campaign reaches its end, those clients are automatically 
added to another campaign

(Note: this video is about SMS/Text Messaging - skip ahead to the 9 minute mark to learn about Chaining Campaigns)

E-Cards and Flyers

SMS/Text Messaging (1-on-1 and in bulk)

Part 3: 
 Working with Clients and Listings


Working with Your Listings

Managing Your Listings​

Managing Sold Listings

Adding and Editing Listing Media

Adding Matterport Tours

Working with Buyer Clients

Saved Searches

Working with Seller Clients

Configuring Seller Reports

AVM Reports

Reverse Prospecting

Part 4: 
 Automation and Tools

Social Media Posting Tools

Automate posting of New Listings, Sold Listings, Price Changes, Open Houses, Reviews, Lifestyle Articles and more

Open House Connector

Email Blasts

  • Embedding Listings and Reviews in Mass Emails

Part 5: 
 Your Agent Website


Understanding Your Agent Website

DriveTime Search and other map search functions


Driving Traffic to Your Site

Creating Custom Pages with Dynamic Market Stats

Creating Market Landing Pages

Adding the Facebook Messenger Widget (similar to Live Chat)


Part 6: 
 Your Blog


Working with Your Blog

Part 7: 
 Advanced Features
and Tools


Pipeline Manager (coming soon!)

How to Save Customer Transactions

Ad Wizard

Accessing the Payment Portal