As an actual CRM for small firms, you can create a Team called “Clients” on the right-hand side. Once a client has been added as a section, you can assign a set of standard tasks to mirror the normal workflow that you would follow from presentation to closing. If you have a new client, you can simply highlight the tasks from the previous Client, copy and then paste those tasks under the new client. So easy!
Are You Ready to Get Organized?
If you have a huge team, you might have a more sophisticated CRM system, but Asana is a great start for independent or smaller firms. Either way, it’s a great tool to use for all of the other projects that you have going on at your real estate company. We suggest even adding a project for special events that you might be holding. Get creative and let us know your thoughts on Asana and how you use it!
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Renae Virata is the Director and Founder of the strategic marketing firm revXmarketing, based in Dallas, Texas. A native of Houston and a graduate of Vanderbilt University, Renae has always been an avid writer. You can learn more about her and her work at www.revXmarketing.com.
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The Ultimate Guide To Real Estate Lead Generation
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