Real Estate Investor Sourcing CRM
About this template
- would you love an easy way to store all your contact details and notes? - do you waste loads of time looking for contact info? - are you concerned about missing out on deals because you're disorganised? I totally understand where you're coming from. I've been a Real Estate Investor for the past 8 years and have tried multiple tools to find the right one. But none were quite right. That's until I created 'Real Estate Investor Sourcing CRM' 👉 What is 'Real Estate Investor Sourcing CRM'? The 'Real Estate Investor Sourcing CRM' makes it easy to store, track, follow up and maintain the details of all the people you interact with. No more searching through different tools or notebooks for a phone number, no more repeating yourself and going over the same info from last time and no more forgetting to check in with key people. This template helps you focus on building connections and being top of the property owner's mind, so you can do more deals. 👉 What if don't think this is for you? You'll: - miss out on deals because you don't stay in touch with key people on a regular basis - waste time searching for info when you could be building rapport and building relationships - have to work harder to build rapport with agents, owners and your power team - drown in disorder - struggle to outsource since information is all over the place Whereas take action today to: - never forget to follow up with a key contacts - become regarded as someone who remembers the important details, stands out from the time wasters and is worth working with - grow your team - focus on what's most important - doing more deals STOP being an amateur investor and START your professional journey today.
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About this creator
More by Andy Gaught
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How to use this template with A.I
Delegate this template to NØtis and have your personal assistant automatically manage it for you.
1
Duplicate this template in your Notion workspace.
2
Create your NØtis account.
3
When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.
4
Make sure the template appears in your synced database and is activated.
Make it your own
Optionally, you can give additional instructions to NØtis directly by customizing the template.
1
You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"
2
Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."
3
You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".
4
NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.
