How Real Estate Agents Are Using Pipedrive CRM

How Real Estate Agents Are Using Pipedrive CRM

Here’s a link to a free 30-day trial (Pipedrive only offers 14 days on their website): https://aff.trypipedrive.com/realesta...

Pipedrive is one of the most popular CRMs on the market. It's simple, easy to use, very customizable, and one of the more affordable CRMs on the market for real estate agents. I've been using it since 2016 and now help other Real Estate agents all over the US implement their system, client management, and deal flow into Pipedrive to optimize and scale their businesses. In this video, I’ll walk you through Pipedrive step-by-step, from when you sign up, to customizing its key features so you can get up and running on the platform in very little time.

Covered in this video:

0:00 - Video intro
0:50 – How I got started with Pipedrive
1:06 – Why Pipedrive
1:20 – Why use A CRM
2:32 – Must-haves In A CRM
3:19 – Why I don’t use my brokerage’s CRM
4:22 – How a CRM can create wealth and add value when selling your real estate business
5:57 – What Pipedrive looks like when you begin your trial
7:56 – Behind the curtain. How I customized Pipedrive starting with pipelines
10:47 – Listing pipeline
13:23 – Opening a deal & tasks
14:23 – Tracking deal specifics and due dates
16:00 – Keeping notes
16:36 – Email templates
18:14 – Managing multiple deals
19:46 – Managing your database & contacts
22:28 – Business metrics & tracking
22:31 – email marketing campaigns
23:46 – Project management (asana like feature)
24:35 – Marketplace & integrations
25:14 – Area where I feel Pipedrive falls short
28:42 – Options for deploying Pipedrive
29:40 – Tips and how long it will take to build out your instance of Pipedrive
31:27 – Interested in duplicating what we’ve built (with tweaks to fit your business)
32:23 – The investment for Pipedrive

If you have any questions or would like to discuss building out an instance of Pipedrive, email me at [email protected]