All Contacts in One Place:
Store prospect and client contact information
Communication Hub:
Email, text, and call directly from the CRM, using my preferred phone number and email address
Simple Setup & Training:
Get organized quickly with a simple, user-friendly CRM and get personalized setup help
ADVANCED
I Need Everything In Simple Plus:
Task Management & Reminders:
Create tasks, set reminders, and receive alerts to stay organized, follow up and stay on schedule
Detailed Contact Records: Add notes, track interactions, and store important info like lease expirations, locations, sales history, properties owned
Quick Filtering:
Segment contacts by criteria like location, lease term, or property type to find exactly who you need with a single click
I Need Everything In Advanced, Plus:
Automated Prospecting:
Set up automated email, text and voicemail sequences to nurture leads over time, ensuring you stay top-of-mind with prospects
Pipeline Management: Visualize your deal flow with custom pipelines to track leads, manage transactions, and monitor every stage of your deals
Reporting & Analytics:
View detailed performance insights on your outreach, campaigns, and contact interactions to make data-driven decisions
Calendar & Appointment Booking: Schedule meetings directly within the CRM, sync with Outlook or Gmail, and reduce back-and-forth scheduling with automatic reminders
Hi, my name is Travis and I have been in CRE since 2001.
During my time in the business I have done over $1B in deals and also have built, managed and deployed countless outbound prospecting campaigns using just about every CRM platform out there.
In my years of research and study I have been able to bring together all of the most valuable prospecting lessons specific to CRE and technology into one place where you can benefit from the years of trial and error I have already gone through.