Hello, Am Angela a real estate agent professional and digital marketing expert.

Angela_66425
Angela_66425 Member Posts: 1
edited July 2022 in Sales CRM #1

Hello, Am Angela a real estate agent professional and digital marketing expert. Very new to this community and new to Pipe. Looking for how to go about customizing pipedrive to suite my real estate agency team. @realestate.

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 949 COMMUNITY MANAGER
    First Anniversary 5 Insightfuls 5 Likes First Comment
    edited January 2022 #2

    Hello @Angela , welcome to Pipedrive and the Sales Community! If you haven't done so already, I recommend starting out checking our Academy course on customizing Pipedrive to suit your needs.

  • Dominique H.
    Dominique H. Member Posts: 18
    Combo Breaker First Comment Photogenic First Anniversary
    edited May 2023 #3

    Hello,

    We are a professional company based in Belgium that has set up an entire automation workflow for Real Estate. We give free consultations as a service solution provider partner of Pipedrive.

    We have created a database that synchronizes with Pipedrive to manage al your data. We push it to several workflows into Pipedrive and other systems.

    We collect data from:

    • Lead platforms (seller leads)
    • Social media platforms (seller & buyer leads)
    • Your personal real estate website (incoming data: buyer & seller leads)
    • Real estate platform requests visits (incoming data: buyer & seller leads)

    We push data to following flows in Pipedrive:

    • Follow-up flow
    • Prospection flow
    • Home valuation flow
    • Preparation (marketing) flow
    • Visits for sale
    • Visits for rental
    • Visits for Newbuild
    • Billing workflow
    • Or custom flows

    We connect data with:

    • Your preferred billing system
    • Your CRM to manage your properties ( you don't need to work with a CRM)
    • Email marketing software to trigger flows
    • One-time emails for follow-up notifications before and after appointments

    We can always do a free online call to see how we can help you. Visit our website www.amai.immo or book a free call true this link: https://calendly.com/future-marketing-agency/online-meeting-001