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Updated almost 4 years ago on . Most recent reply

User Stats

122
Posts
63
Votes
Cody Smith
  • Realtor
  • Panama City Beach, FL
63
Votes |
122
Posts

How do you organize your sales business?

Cody Smith
  • Realtor
  • Panama City Beach, FL
Posted

I have had my real estate license for about five months now, and things have gone pretty well. As I am starting to get more comfortable within this business, I am striving to achieve some pretty audacious goals in 2022. The biggest task I want to tackle right now is how to better organize myself and my business as a whole. What tools/software/applications/websites or anything else are you wonderful agents out there using to structure your business? The main areas I am wanting to organize are my existing leads and their statuses of importance, where are my deals under contract in the process and what tasks need to be completed, and overall bookkeeping for income and expenses. Also I would like to know what CRM people are using and what helps you automate follow ups and things like that to stay top of mind. Thank you for your insight and Merry Christmas!!!

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