Stay on top of ALL your leads and active clients!
Nurture past clients, get referrals! Automate!
We offer amazingly thorough initial set-up, then optional monthly maintenance of your LionDesk CRM platform.
One-Time LionDesk CRM Set-Up and Configuration
*Limited Time Offer. LionDesk subscription NOT INCLUDED. Requires a LionDesk Account. Pricing and support details subject to change.
What is LionDesk?
LionDesk is a real estate CRM (Customer Relationship Management) platform for managing (and marketing to) your sphere of influence and all other contacts/leads. It also offers email marketing (video emails), tasks lists, power dialing, lead routing (from Zillow, Realtor.com, etc), document storage, a custom number for texting (video texting), and more.
LionDesk pricing is very reasonable (Pro subscription $25/mo* and Pro Plus $49/mo*). See LionDesk.com for their pricing.
What does our initial one-time set-up and configuration of your LionDesk CRM account include?
We cover everything from the basic to-dos, to the most advanced configuration, so you get the most out of your LionDesk account from day one.
Here are a few highlights of our support package. There’s much more included we don’t mention here.
- Set up and custom configuration of Contact Activity Alerts, Deal Stages, Custom Contact Fields, Hotness Levels, Tags and other unique features to match your specific business.
- Initial import of your contacts, assignment of Types and Tags.
- Establish your core profile information, email signature, and related.
- !!Custom Template and Auto Pilot Drip Campaign customization – 11+ Campaigns Included!!
- Set up Google Integration or Office365/Domain Email configuration.
- Set up your Lead Distribution as applicable (Zillow, Realtor.com, etc).
- Set up 3rd Party Integrations as applicable (Mailchimp, BombBomb, CloudCMA, etc).
- Connect to Facebook if you are running ads.
- Text-To-Sell (short code) configuration as applicable.
- Custom set up of your Deal (transaction) Stages.
- Integrate any existing marketing videos you have.
- One-hour remote-connect training session to cover the work we did and empower your own use of LionDesk.
- More, more, more
Ready to Get Started?
Beyond our LionDesk Set-Up, we offer Monthly LionDesk Support? Learn More!
We are a virtual marketing support team for real estate agents!
We not only help you define your marketing strategy,
we do the hands-on work to implement it!
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