Notion Real Estate CRM ๐
A real estate investor client lacked a centralized system to manage leads, properties, and offers efficiently, resulting in disorganized data, missed opportunities, and inefficient task management.
Challenges:
Disorganized Data: Data scattered across platforms hindered timely access and updates.
Lack of Centralized System: Difficulty tracking lead, property, and offer progress led to missed opportunities and poor communication.
Ineffective Task Management: Manual task management caused oversights, missed deadlines, and lost deals.
Document Generation Bottleneck: Manual document generation slowed deal closing.
Solution:
Designed and Implemented Notion CRM: Created customized databases for centralized data access.
Customized Properties and Views: Aligned Notion to specific workflow needs.
Streamlined Task Management: Integrated task management for assignment, tracking, and prioritization.
Integrated Document Generation: Facilitated automatic document generation from Notion data using Make.com
Outcome:
Efficiently managed real estate investments with a customized Notion CRM, overcoming challenges and achieving greater efficiency.
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Posted Apr 14, 2024
Built and automated a CRM system for a real estate business, increasing efficiency and customer satisfaction.
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