Hey Bobby! It's good to connect with you! I did pick Pipedrive over Follow-up Boss (FUB). I don't know of any solo agents using FUB, but I do know of teams that buy and generate leads from multiple sources that use and love FUB. For me personally, it's a lot of functionality I don't have a need for.

Sounds good, Julian. Happy to help!

To be honest, I don't use a dialer with Pipedrive. My business is 90% referral-based. I leverage Pipedrive more to serve my sphere. I'm sure there are plenty of folks who have and leverage a dialers.

They offer drip campaigns and other email marketing services such as newsletters, with an additional fee of $16/mo. for up to 1k subscribers.

Thank you so much!! Hope it's helpful!

Hi! Just a quick look at Lofty, looks like they use an IDX integration to bring a bunch of listings onto a customizable webpage and track client engagement - pretty cool! This is not a built in feature with pipedrive. Doesn't appear to be in the marketplace either. I've looked at IDX integration for my website in the past and came to the conclusion that I could never create a site as good as Redfin and Zillow with a positive ROI. Also, the natural sles process for a buyer or someone getting ready to sell their home is checking out Zillow and Redfin. I personally choose to work going with the grain versus trying to change my clients habits. All the to say, it would be nice to be able to track a client's search criteria as it would give indications for when would be a good time to reachout. I've heard Compass Brokerage created an application like this for their agents.

Much appreciated! Ya lofty has some really good website tracking and AI.

Thanks for the kind words, Kat! So happy you found it helpful!

You're welcome! I'm glad it helped!

Thanks Zach! I'm glad you found it helpful. I'm in the greter Seattle, Washington area. Would love to work with you!

It ranges based on how you drive, where you drive, and the load (people and things). On average it's 15MPG. Please feel free to go Coachmen's site to confirm.

Hey John! Thanks for watching. Good question! By default, all users can see all pipelines created. However, if you go into your Settings > Manage Users > Visability Groups. You can select which users can see and have access to specific pipelines. You can also manage permission sets of an individual. Just to specify "plan," the version of pipedrive you're subscribing to. Everyone on the same account has to be part of the same plan. I hope this helps!

Thanks for the comment. I'll work on creating a video about how to create a task.

Thanks so much, Sam! Really appreciate it!

Hi jennifer, You can click on a phone number to call a contact out of pipedrive. You would just need to add the phone # to thier contact info. When you say visit a property in Pipedrive. I think you're referring to making notes about the visit? If so, Pipedrive has a note section at the contact and deal level to keep track of notes. You can also slecet an address in Pipedrive to view on google maps.

Hey @Joe, You could create a list of fields in Pipedrive that align with the off market property information in your spreadsheets or other CRM (people, organizations, deals, activities, notes, etc..) and upload this information into Pipedrive by aligniing the fields. Unfortutely, I haven't been able to find a solution within Pipedrive that allows sharing tasks with clients or outside parties. I do know of some agents who use Asana for this.

@Nic Chambers, Chambers NW Thank you! I get property lists, in csv format, from multiple sources, so rarely are the headers exactly the same. With mapping those to Pipedrive, is it possible to map each csv property list, separately, but still have those in one pipedrive database? These would be properties I track for future acquisition or listings and not "Deals.". So, I'd use that that database of properties same way people add contacts as potential clients.

@Nic Chambers, Chambers NW thought on one more. If you create a list of properties on Pipedrive, does Pipedrive allow you to send selected ones to a client to review and can you or the client sort that list, like a column in a spreadsheet? And, does Pipedrive have a way for that client to send questions or feedback on properties?

@@jyobaccio1 You could use the contact fields as your naming conventions for the various property lists you'd import into Pipedrive. First Name: 1234 Main ST. Last name Seattle, WA. This could allow you to sort by city which may be handy. I would also create a field in pipedrive (and in each of the lists) named something along the lines of "List name." This way you could sort by the various lists if needed.

@@jyobaccio1 Much like a spreadsheet you could filter the lists of properties down to a specific list, export that list as a .csv then send to the customer. Outside of that, there's not a way to send "lists" out of Pipedrive. For feedback you could create an email template with custom fields in pipedrive and email to the client. You can send attachments as well, which may be a good place to add the .csv list exported from pipedrive. There's a lot of work arounds here, I'm not sure Pipedrive is going to be a good fit. However, I can't think of another solution that would be better...

Thanks Eddie!