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| How To use Monday.com for Real Estate CRM: capcutsoftware |
hey there guys my name is marquez and in,
this video i'm going to teach you step
by step how you can easily use
monday.com for real estate i'm going to
show you how we can easily use the
templates and also what you can find
with it and my tips and tricks what you
can do with monday.com so the first
thing you want to do is just simply
Add a template
click add here and choose from templates
now when you're gonna have like search
all templates you want to write real
estate or you can find it also in work
management under education
and here you have option to
find real estate agency management or
real estate crm i'm going to show you
the crm because probably that's what
you're looking for but then in the end
of the video i can show you the agency
management so real estate crm let's
click on that
use template
now which is where the author is going
to load and then i'm going to show you
everything you need to know so real
Real Estate CRM
estate crm what we can actually find
here and how we can work with it
straight away it's going to create us
four boards properties contacts agency
dashboard and crm learning center where
you can
find out more and learn more about
how it works now when you're gonna click
on the properties
here you're gonna have the listings and
sold pretty straightforward so let's say
i'm going to add a property which is
going to be
let's say house
and whatever address
this is just a tutorial what you can do
is to have an agent like let's say
yourself or your employee that you would
invite then you would an ad address
and then listing status if it's an
active negotiation if it's stuck sold
contract send on offer made you can also
edit the labels here that let's say you
want to add a multiple labels you can
easily do that
and add a label potential buyer you
would add um
like the contacts here and how to do
that you see the leads and we would find
the contacts right here under properties
we can add a contact or other contacts
you can add a contact here
then you're going to have also the
listing time
from uh when to when
starting due date
then
the follow-up
days
let me just read it for you days on the
market
then also you're going to have the
property type you can again add an edit
label let's say it's a condom then the
price
square feet price per square feet
so if it's going to be let's say 2 000
it's going to automatically calculate
for you
and type
if it's a buy or rent
bedrooms bathroom contracts
you can a file and images that you can
upload now of course on the top right
you would have final workflows
and you can simply click here active
workflow
and uh you see when the listing status
changed to sold move item to sold so
when someone is going to
have the to sold you would add a status
so let's say i would go here to
listing state assault what will happen
it should then automatically create an
automation and what will happen it will
take a little bit of time
and it will
move item to sold
and now seven days before listing time
arrives notify agent two days before
next follow-up arrives either listings
that is not sold notify board
subscribers
so you have also the automate the
workflows here that you can use and find
now when you're gonna have the
Contacts
properties you're gonna find also the
contacts that's something uh we were
already doing uh when we were trying to
add a contact in our property so you can
have like the other contacts or you can
simply add a potential
leads here
and you can add a contact so i can add
like this and i can add it to agent the
priority if it's delete client broker
email and link to
the property
if i have one
now of course you can have also the
other contacts here my recommendation
would be also create a form that you can
simply edit by so if i'm going to create
a form i can add look at this
so priority name type if it's a lead and
you can edit the form and you can share
the form with someone like yourself and
just copy it and use it in monday.com
right or your employee or someone that
would like fill it up and then
automatically you would find it here in
potential leads
so
that's really cool and what you can do
of course when you would click on add
plus here you can add the columns
so you can add essentials labels people
and find really the columns that you
need for your real estate business
and the last thing i want to show is
agency dashboard
and here you would have the analytics
like active listings value average days
on the market average price per square
listing status new listing deals by
month
and you would find all these
Agency Dashboard
Monday.com Real Estate Tutorial
so that's interesting my also
recommendation what you can do is when
you would click add here
you can add a new board
and let's say you're gonna have tasks so
you can simply create a for day-to-day
and let's have it created for us
i can edit again in our folder
here i can have uh tasks to be done
and this is like okay let's say this is
going to be the done
done tasks
then
what i have to do
and what i hear i can do is to simply
click let's say this is going to be the
people
or not people i can add
let me just show you how you can do it
properties this is going to be
interesting
How To use Monday.com for Real Estate CRM
i want to go
like here
conic link h okay so i can add a link h
okay
and now i can recently used so let's say
i'm going to use from
contact
and i can have it here right so i can
simply what i have to do let's say that
you would have an item
call that
call
call jessica
right and look at this
no no no no
i can have a contact
now jessica lama
the potential leads
now i can create a kanban view
in our kanban view i can have called
jessica
and i can then easily have it done if
i'm going to call so this is this is a
really great way what you can have for
your real estate crm and what i would
recommend to do have like the tasks list
uh what needs to do and what do you need
to do
so
How To use Monday.com for Real Estate CRM
this is how pretty much it works now i'm
going to show you also another template
how you can add choose from template
and now i'm going to again click real
real estate agency and i'm going to show
you how that
works and what you can achieve with it
here you're going to find the property
boards
How To use Monday.com for Real Estate CRM
again and lead boards
so this is really really similar
comparing that with what we had in real
estate crm
but you can use that too and agent task
management
you would have
like
task management board
so what needs to be done this week next
week done it's really similar what we
created but a little bit different the
documents what i have to do done tasks
you can have it also by week if you want
so i can have
uh this week
and then have a type if it's a marketing
listing you can do it if you want to and
then have a status
and then listing status properties board
like which connected to the uh to the
task so you can have the property uh
this is also the connected
uh like the board here so even i could
do it for what we created here so when i
have the tasks to be done and i would
click plus here and i would have
dependencies i can simply
click not dependencies it wasn't
dependencies
connect boards it was
and i can select
this is going to be the properties
see i can simply choose at this listing
right
so you would have a property this one
here and everything is going to be
connected and this is something that you
can do with the agent test management so
you can even combine it and optimize it
as much as you want so this is how you
can use the real estate for monday.com
if you can have any questions guys
regards this ask me download comments
and i hope you're going to have a great
day and
see ya
this was a real estate crm tutorial for
monday.com
