City Country RENTALS Management CRM Detailed Guide LOOM VIDEO LINKS 1. This video explains the usage and functionality of the Notion CRM template that you're currently currently using

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City Country RENTALS Management CRM Detailed Guide Maximize your property inquiry management with our CRM system, designed to streamline the process from initial inquiry to booking inspections. Follow this guide to efficiently manage inquiries and ensure every potential client is engaged.

Process Overview:

1. Inquiry Capture: As soon as a property inquiry is made, it's automatically logged into the CRM sheet. This includes the client's contact details and the property they're interested in.
2. Automated Communication: The system immediately sends an email and text message to the client with a link to book an inspection time via Calendly. This automation aims to facilitate the booking process, making it easier for clients to take the next step.
3. Inspection Scheduling: When a client books an inspection, the appointment is automatically updated in the CRM. This visibility helps you keep track of scheduled inspections.
4. Manual Follow-Up for Unbooked Inspections:
   • If the automated process does not result in a booked inspection, the CRM will indicate that manual follow-up is required.
   • Contact the Client: Use the provided contact details to reach out to the client directly. This personal touch can often encourage them to proceed with booking an inspection.
   • Book Inspection Manually: During your conversation, offer to book the inspection time for them. Use the Calendly link https://calendly.com/cityandcountryrealty/inspection to find an available slot that suits the client's schedule.
   • Update the CRM: Once the inspection is booked, manually update the CRM sheet with the scheduled time. This ensures all team members are aware of the upcoming inspection.

Key Features:

• Efficient Inquiry Management: Centralize and automate the handling of property inquiries to save time and reduce manual tasks.
• Enhanced Engagement: Automated and personalized communication strategies ensure every inquiry is promptly and effectively addressed.
• Streamlined Scheduling: Easy scheduling through Calendly, with manual intervention options to ensure no opportunity is missed.

Using the CRM System:

• Keep the CRM sheet open during business hours for real-time updates on inquiries and scheduled inspections.
• Regularly check for any inquiries requiring manual follow-up and prioritize these tasks to ensure timely engagement with potential clients.
• Utilize the detailed contact information provided in the CRM to personalize your outreach efforts, increasing the likelihood of booking inspections.

This detailed guide is designed to help you navigate our CRM system with ease, ensuring that every property inquiry is managed efficiently and every potential client receives the attention they deserve.