Whether you've sold ten homes or two, it's easy to forget that selling or purchasing your first home can be very stressful. 

From contracts to amendments, escrow to closing, inspections to renovations, there are many steps involved with buying or selling a home and there's one main thing that can put a client's mind at ease: 

a Realtor whose on top of everything. 

this isn't your first rodeo

but it might be your client's

ULTIMATE
CRM.

ENTER: A CLIENT-FOCUSED EXPERIENCE

THE

Harness the power of branded templates to convert leads into clients with quick and thorough email communication. Onboard new clients with a personalized and automated workflow that makes them feel like they're your most important business.

A customer relationship management tool

SHORT ANSWER:

A digital tool that helps to effortlessly manage all of the interactions you have with your contacts with the goal of improving your business relationship with them.

NOT-So-short ANSWER:

What is a CRM?

made for: realtors

Every relationship counts. Retain every client you work with by giving them an organized, headache-free experience and set yourself on a trajectory for continued growth, whether you have 50 transaction a year or 5. 

Save time (and headaches!) with our purpose-built software to automate onboarding sequences, contract signatures and collecting feedback.

Cut down on your client’s confusion by combining all communication and documents into a personalized and secure portal. 

Don’t let leads fall through the cracks; connect with each one immediately with auto-triggered workflows and branded communication. 

PHOTOGRAPHERS

LEADS

TEMPLATES

EMAILS

INSPECTORS

PROFITABILITY

CONTRACTS

OPEN HOUSES

STAGING

CLIENT DOCS

BRINGING IT ALL TOGETHER

all your business needs in one hub,
on auto-pilot

save time

automate

scale

errors be gone

WE'RE POINT TWO DESIGN GROUP

We handle all the heavy lifting.

During a free 30-minute discovery call, we'll get to know your client-workflow from start to finish. Together we'll create a plan to make sure it puts your best foot forward.

Then we digitize your workflow, build your branded CRM, add our automations, provide you with training videos, hand you the keys and say 'bon voyage!' 

How can we help you?

Just kidding. We'll be available for ongoing support both during and after so that you can focus on your no. 1 goal of providing an unbeatable home-buying or -selling experience to your clients. 

ingredients for success

What's included?

Client Management

Your contacts will never miss seeing a document or email from you again by logging into their own secure portal.

Manage your leads and clients with ease by keeping everything in one place.

Contracts & Forms

Create questionnaires and contracts, all custom branded to your business.

No more printing and scanning for contracts with secure and binding e-signatures. 

Scheduling

Book intro calls, showings and inspections without all the back and forth.

Automatically send reminders to your contacts and let them reschedule on their own at a time that works with your availability.

Never miss a deadline with notifications sent to your calendar.

Reporting

Keep track of your profitability overall and for individual transactions with easy-to-use expense and income tracking.

Templates Galore

Stop re-inventing the wheel with every new client. Together we'll finesse a client experience that truly represents your unique style. We'll format nearly every step into a customizable template so that you don't need to worry about missing a single thing. 

Task Lists

Never worry about dropping the ball with end-to-end project tracking that keeps track of your client's needs for you. 

It's a set-it-and-forget-it solution designed to free up more of your time so you can turn more leads into happy clients.

All-in-One Solution

No longer will you need to Frankenstein together your systems by more jumping between different software solutions.  

Everything you need to run your business in one place.

A Mobile App

Easy communication at your fingertips with a mobile app for iOS and Android.

Templates

Increase efficiency with

We've partnered with local realtors with a proven record of successful transactions and satisfied customers to develop a framework of workflows and templates.

 Working together, we will combine our proven framework with your unique voice to create a cohesive and organized experience for your clients that re-affirms that they've found the right professional to represent one of their most significant transactions.

From introductions and first steps to recommending inspectors and finalizing closing details, we'll turn nearly every step of a transaction into a personalized, branded template for simplified client communication.

This way you'll sleep well knowing that you've covered all your bases, every time, without a single typo.

Your clients will be so well taken care of by you that it will feel as though their sale or purchase is the most important transaction you've ever managed.

Peace of Mind

End-to-End
Project Management Solution

PERSONALIZING YOUR

THE PROCESS

STEP TWO

Before we start working together, we ask you to complete a brief questionnaire in which we learn all about you, your business, your current processes for buying and selling a property. We'll ask you which parts of your business you'd like to keep and tweak, and which you feel you're struggling with and would like to overhaul.

Learning about you and your business

one

STEP ONE

STEP THREE

two

STEP TWO

Together, we'll craft the perfect strategy

After your questionnaire, we'll hop on a complimentary 30-minute discovery call in which we'll get to know your style even better. We'll share with you our strategy and the workflow steps we feel will best compliment your current systems. During this call you can dive deeper into the main pain points you have in your business. This will greatly inform how we build and personalize your templates and automations. 

STEP FOUR

three

STEP THREE

The magic begins

Now that we have a complete understanding of your pain points, your unique style and your vision, we begin crafting your customized business hub from the ground up. Using your branding, we'll create an end-to-end project management solution with puts your clients' experience as a top priority.  This step typically takes us 5 business days to complete.

CELEBRATE!

four

STEP FOUR

It's your turn to get they keys

Once we've created creating your project management hub, complete with branding, we'll meet once again for a video call and give you tour of the entire process. We'll show you how to access all your tools, make tweaks to template language and onboard new leads and clients. We'll show you your system from your clients' perspective and provide you with training videos which you can reference at anytime for a quick refresher. 

COMPLETE!

one

STEP FIVE

We're here for support

Once the hand-off is complete, you're ready to start using your purpose-built software solution and take advantage of the automations we've built specifically for your business. You're all set to manage new leads and clients with maximum efficiency and with a level of communication they could only have hoped for. And not to worry; we'll be here for support should you need to make a process tweak or forget how to implement a workflow.

(Remind me of step 1 again please)

*plus tax, charged in cad

Sounds great! Sign me up.

$495

A ONE-TIME PAYMENT OF

Your custom end-to-end business and client management solution

and

customizable templates you can edit online, no software req'd

30 EDITABLE MARKETING TEMPLATES

custom map city map art from Point Two Design

40% OFF CLIENT GIFTS

postcard printing with Vista Print (1 yr)

40% OFF + FREE SHIPPING

How much is does this cost?

I'M SO READY FOR SOME AUTOMATION IN MY LIFE

Enrol in The REALTOR CRM today and you'll get instant access to:

one

NEXT QUESTION

No. ONE

I’m an established agent. Will this program work for me?

Absolutely! Whether you’ve been conducting real estate transactions for two years or ten, bringing a cohesive process and automation into your business is without a doubt going to save you a significant amount of time every single week. In our introduction call we’ll get to know the processes you’ve developed over the years work with you to create the ideal repeatable system that you can apply to your upcoming transactions with confidence and consistency. 

two

NEXT QUESTION

No. two

I’m a new agent and I don’t have any established methods yet. Can I sign up?

Welcome aboard! It doesn’t matter if you’re just getting started or have been selling for decades. We’ve consulted with local, established agents and gleaned their most successful workflows and tips. We’ll use their expertise as the base framework upon which we’ll work together with you to personalize it to your unique voice. As you gain more experience, any part of the workflow we create can be modified as your needs develop.

back

three

NEXT QUESTION

No. three

What software does this run on and is there a monthly fee?

We build your custom end-to-end business management solution within a tool called Honeybook. The monthly fee for this is $24/month for the first year when paid annually. We chose Honeybook for the core of this system because of both the technical support that is available to you and for its rich set of core features. There is no contract or commitment with them. When combined with our industry-specific workflow and customizations, we’re confident that Honeybook is going to be your new business BFF.

back

four

NEXT QUESTION

No. four

I don’t sell that many houses. Is this program right for me? 

Whether you take on clients casually by choice or are just starting out and look forward to growing, setting up a customer experience that runs on autopilot takes the stress out of the transaction letting you focus on your family or growing your client base. And by offering a stress free customer experience, clients will feel cared for and will be more likely to become a repeat customer. Who doesn’t love that? 

back

five

NEXT QUESTION

No. FIVE

I sell luxury properties and my customers expect bespoke, hands on service. 

Just because you’re using templates and automations to conduct your business doesn’t mean it will feel cold and prescriptive to your customer. The idea behind our program is that knowledge is reassuring. The fewer times your clients are reaching out to you with questions because you’ve already given them what they need to know, the better. And with the basics being delivered on auto-pilot, you’ll have even more time to offer that hands-on extra level of service your clients deserve.

back

six

NEXT QUESTION

No. SIX

Once I sign up, how long will it take to get my customized management solution?

As soon as we have your completed questionnaire, you’ll book a time for your 30-minute consultation call. If after the call you decide that you’d like to order your customized management solution, our teams needs approximately 5 business days to complete the work. We aim for no longer than 5 days, but sometimes a unique solution might take an extra day or two to complete. We want to get it just right and appreciate your patience. 

back

six

NEXT QUESTION

No. SIX

What time commitment is required of me for this program?

After you complete your introduction questionnaire and we have our 30-minute strategy call, we might need 1-2 hours more of your time to answer a few questions while we create your custom business management solution. Once we've completed our work, we'll meet online for another 30-minute call during which we show you the ins and outs of your new management tool. And that's it! Our goal is to help you work more effiencetly, not to take time away from doing what you do best which is assisting your clients!

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seven

FIRST QUESTION

No. SEVEN

Is there a learning curve to using the system?

Whether your a computer wiz or tend to prefer pen and paper, our automations are very user-friendly. If you are comfortable sending an email or ordering online, you most definitely have the technical skills to get the most out of your new business management workflows. Before we hand you the keys, we’ll hop on another quick call and give you a tour of the software. We’ll also be available for 30 days to offer extra support if you need it. And last but not least, because our system piggybacks off of Honeybook, their technical support team is available to you as long as you maintain your subscription with them. 

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FAQ

Questions: Meet Answers

1. Between answering all your client’s questions, scheduling showings, coordinating photographers and inspectors and keeping track of your deadlines, you find that there aren’t enough hours in the day to complete all your to-do’s.

2. You find that many of the responses to your client’s questions are the same from transaction to transaction and you’re tired of typing out the same information time and time again.

3. You’re often on the go and sending communication to clients from your mobile device is more time consuming than it should be and sometimes results in sending embarrassing typos.

4. You’d love to elevate the experience to share with your clients to a branded and professional that make it easier for them to find the information you’ve shared with them.

5. You’re looking to cut down on unnecessary back and forth email communication by providing your leads and clients with the right information at the exact moment they need it.

6. You know that time is of the essence when it comes to converting a lead into a client and an automated onboarding system would help you grow your client list. 

7. You’re not always sure if your transactions are profitable. Between all the hours you put in, miles you drive, marketing you purchase and photo sessions you book, you need a better way to track your expenses against the commissions you are earning so you can analyze and adjust your strategies.

8. While setting up photographers, stagers, clearers and inspectors for your clients offers them a better experience, coordinating all the scheduling is becoming overwhelming and is cutting into the time you’re able to give to your clients and nurturing your leads. 

You’re ready to overhaul your how you do business with The Realtor CRM if any of these sounds like you:

meet: Emily

After studying architecture, I realized that my passion lay more in the business side of design than anything else and so I've been a small business owner for the last 6 years. Through this I've experienced first hand the demands of being an entrepreneur. There just never seems to be enough time.

It was while working for a marketing firm that I was first introduced to the unique needs of the Realtor and ever since I've been determined to develop soltuions to help them stand out by offering an unbeatable customer experience.

I help entrepreneurs get back to working on their business instead of in their business.

mission:

i believe in your success as an entrepreneur. i'm in your corner, cheering you on as you share your voice  and as you seek to serve your clients even better.

FROM ME TO YOU

I'm a small business owner too. I understand tight budgets, margins, timelines and everything else that cuts into your ability to be present for your audience. Let me take on the heavy lifting and put the systems in place so you can create some breathing room in your day.

Ready to take control of your marketing material?

If you're tired of waiting for a design team to make the postcards for your next mail out, take matters into your own hands with our templates.

Editable online, no software needed and totally free!

Question?

We'd love to hear from you and answer any questions you may have.

FREEBIE

MODULES

FAQ

CONTACT

The Realtor CRM is owned and operated by Point Two Design Group