Client Relationship Building: 5 Easy Habits That Make Selling Easier
A client rings on a Tuesday about a flat she saw in February. Her name shows on the screen and nothing else. By the time you place her, she has…
Keeping track of clients is mostly a memory problem rather than a software problem. What you need is the right context in front of you at the moment someone calls. These posts cover how to store notes so you can find them again, what is worth writing down after a showing or a quote, and how to keep client history usable without maintaining a second database.
Client Management
Keeping track of clients is mostly a memory problem rather than a software problem. What you need is the right context in front of you at the moment someone calls. These posts cover how to store notes so you can find them again, what is worth writing down after a showing or a quote, and how to keep client history usable without maintaining a second database.
The Psychology of Remembering: Why Recall Builds Trust on a Call
In 1995, three researchers ran an experiment in a shop. A salesperson greeted customers who had visited before. With some of them, the salesperson remembered their name out loud. For…
Free CRM for Real Estate Agents: The One You Already Own
Every free-CRM list for agents is written by a CRM vendor, and one of the top results still recommends a product that shut down in 2025. Here is what free actually costs, and how to run 360 clients on Google Contacts instead.