How Real Estate Agents Are Using Pipedrive CRM

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How Real Estate Agents Are Using Pipedrive CRM
Here’s a link to a free 30-day trial (Pipedrive only offers 14 days on their website): aff.trypipedrive.com/realesta...
Pipedrive is one of the most popular CRMs on the market. It's simple, easy to use, very customizable, and one of the more affordable CRMs on the market for real estate agents. I've been using it since 2016 and now help other Real Estate agents all over the US implement their system, client management, and deal flow into Pipedrive to optimize and scale their businesses. In this video, I’ll walk you through Pipedrive step-by-step, from when you sign up, to customizing its key features so you can get up and running on the platform in very little time.
Covered in this video:
0:00 - Video intro
0:50 - How I got started with Pipedrive
1:06 - Why Pipedrive
1:20 - Why use A CRM
2:32 - Must-haves In A CRM
3:19 - Why I don’t use my brokerage’s CRM
4:22 - How a CRM can create wealth and add value when selling your real estate business
5:57 - What Pipedrive looks like when you begin your trial
7:56 - Behind the curtain. How I customized Pipedrive starting with pipelines
10:47 - Listing pipeline
13:23 - Opening a deal & tasks
14:23 - Tracking deal specifics and due dates
16:00 - Keeping notes
16:36 - Email templates
18:14 - Managing multiple deals
19:46 - Managing your database & contacts
22:28 - Business metrics & tracking
22:31 - email marketing campaigns
23:46 - Project management (asana like feature)
24:35 - Marketplace & integrations
25:14 - Area where I feel Pipedrive falls short
28:42 - Options for deploying Pipedrive
29:40 - Tips and how long it will take to build out your instance of Pipedrive
31:27 - Interested in duplicating what we’ve built (with tweaks to fit your business)
32:23 - The investment for Pipedrive
If you have any questions or would like to discuss building out an instance of Pipedrive, email me at nic@chambersnw.com

Опубликовано:

6 июл 2024

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Комментарии : 38

@AnnaFineRealEstate Месяц назад

This is amazing video! You've done great job customizing it for real estate business. Love it!

@nchambers1982 Месяц назад

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

@katmiller5664 6 месяцев назад

This was super thorough and helpful - as a TC, thank you so much!

@nchambers1982 5 месяцев назад

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

8 месяцев назад

This is awesome !thanks for the content!! If you have time, i would love to watch another video about tasks! which most people struggle to put together one.

@nchambers1982 8 месяцев назад

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

@yourfavoriterealtorbilal 6 месяцев назад

God bless you with the share. I'm new to pipedrive and I had no idea where to get started. You helped a lot!

@nchambers1982 6 месяцев назад

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

@hancock_sam 8 месяцев назад

Super helpful video, one of the best I’ve seen for various CRM insights. Thanks for making it.

@nchambers1982 8 месяцев назад

Thanks so much, Sam! Really appreciate it!

@89Scores Год назад

Great job Nic! I appreciate you sharing.

@nchambers1982 Год назад

Thanks Eddie!

@citycommercial 4 месяца назад

Hey Nic, great video. any insight on setting up the map feature for geographic farming with pipedrive? Thanks

@lucadaelli7269 4 месяца назад

Thanks for this content. Can you share your settings? I would like to start from your template instead of creating it on my own. It is possible?

@johnmonterrey 7 месяцев назад

Thanks for sharing your knowledge about Pipedrive. I took some of your ideas, such as the the Unsolicited CMA and the Home Anniversary. I have two questions; If I add another seat such as an assistance will she have the same pipelines and structure as me automatically or that will be have to replicated? Can thos other seats be on different plans? Thanks

@nchambers1982 7 месяцев назад

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!

@bolzicco Месяц назад

Great video👏🏻 What dialer are you using with Pipedrive? I heard Kixie is great.

@nchambers1982 Месяц назад

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.

@zachstanley4277 6 месяцев назад

Great video. Very helpful. What market are you out of? Ill send people to you if I ever have a referral for your area.

@nchambers1982 6 месяцев назад

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

@jennifercrespo8291 Год назад

Hello, Where did you link the info of calling , and visit of a property in pipedrive?

@nchambers1982 Год назад

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.

@nadersherif5742 3 месяца назад

Is there any website option? With lofty you can get a website that allows you to send custom search’s using mls data and then allows you to capture leads.

@nchambers1982 3 месяца назад

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.

@nadersherif5742 3 месяца назад

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

@JulianRenderos Месяц назад

Im interested in a copy of this crm please.

@nchambers1982 27 дней назад

Sounds good, Julian. Happy to help!

@jyobaccio1 Год назад

@Nic Chambers, Can Pipedrive be used to import off market property csvs and use a pipedrive to track properties that may eventually be good to solicit for a listing or purchase? For the sharing of tasks with clients or outside parties, you said you had to give a license, which is not good. Have you figured out a solution with Pipedrive?

@nchambers1982 Год назад

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.

@jyobaccio1 Год назад

@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.

@jyobaccio1 Год назад

@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?

@nchambers1982 Год назад

@@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.

@nchambers1982 Год назад

@@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...

@AnnaFineRealEstate Месяц назад

Do they have drip campaigns ?

@nchambers1982 Месяц назад

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