Empower Your Insurance Business with CRM Programs for Realtors for Insurance Industry

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hello welcome and uh let me show you how this crm is very useful to uh for property agents so you can see this is our standard whatsapp and this is where the crm runs right next to the whatsapp right so it's very convenient and i have defined a few tags uh so normally let's say this is our customer right so we select this guy or this guy or anybody for that matter and then we say this customer is a hdb seller so i click here so i tag him so now he is tagged right so originally he's like this you can define your own tags here and then i can say he's htv seller and then he's a cold lead okay then let's say i get another customer i can actually go here and then i can say okay he's a condo buyer and then this is the funnel right so this is when you get the lead first it's called then you have a meeting you qualify the customer then you whether he assigned an exclusive with you is the urgent customer so that means you know where to focus on right and then you know that this is one month two months these are customers who still need time right so these are pipelines so uh in the free version we can define five pipelines i've defined that then you can also have five tags and if you pay about 60 70 for one year then you get 60 for one year then you get about 15 tags and 15 pipelines right a lot more so which is good enough but however the free version is good enough for you to get started and this is how it goes right so i can say this is a male and where does he live so he lives in so this is how you can see easily i'm recording his uh personal details in the software the crm and it's very easy let's see he sends me his details here like for example this guy he sent me some details here i can actually just copy his address from here and paste it here right so done it's saved all right and then notes i can say that wants to sell his hdb for 450k looking to upgrade to phyro uh maybe 350k okay five right so this is where you save the information about uh the percent and then you can also say that we will take cpf grant and [Music] what you call this any details you want to save about the customer right so this is where we save them we'll take cpf grant and needs and has enough in cpf to pay for new property all right and then we save this so these details are saved now mail right which is stacked so it's saved all right then we go to another person and then we go and say okay this person is a condo buyer uh this is an urgent case this is a female i can put her email id here and then i can say here she lives in ark condo what you call this tenancy expiring on 15 september wants to buy two bed condo images in east budget is a budget is a dollar 800 k for example so i typed all this in address which i don't want to you can just leave this in the address box and then the rest i can move it to the notes right i can even take more notes for the same person right so i'll save this so it's saved and i can even take more notes here right for the person if i want to multiple uh so because then sometimes there are a lot of notes that happen for a person right so there's a space for additional notes and then i have this condo buyer okay and then let's uh take one more person so for example this is also hdb seller this is willing to give me exclusive is a female also living in vision and current address and here is uh what we call that will will use sales proceed from uh existing property to finance the next property so if you're wondering right uh yes i have also been a property agent for a few years and that is how i know the exact details uh the exact business needs of a small property agent which is like one-man show and we do not have a lot of budget so we are looking for free tools but then let me show you the power of this right so one thing is that we actually are able to now uh save every detail about all our customers right from the whatsapp straight away right so we go and uh click these people and just click the name of the person that you can see and then classify this person as hdb seller and then even put them into a funnel load put some details about these people and then say life is nasty happy is good right uh whatever right these are the kind of things we need to remember so we know who to talk and stuff like this right now this is the one part uh saving now let me show you quickly the second part of of this system where you can actually filter out and that is very helpful right let's see okay so i have logged into the web panel for this software on the computer in the browser right now i like to work on the computer so it's easier for me to see in the web panel but then there is a mobile app that you get and then even the mobile app is free the software is free and then with the mobile app you can actually do all of this on your mobile app so you can add details about a customer you can filter everything on the mobile so let's filter right so here i want to filter uh those who are hdb sellers so you see once i click here it automatically filters here and now i can see all these people who are actually hdb sellers so one shot i come to know all details that i saved about these people i can call them straight away from here and i know which is the urgent one so i need to focus on this guy first right if i go and say that okay you show me a condo buyers right who are the condo buyers then i can see okay this is the these are the condo buyers that i have and when did i create and stuff like this and you can click this and straight away what's up them from here okay so do you see now that on one end you are able to actually apply a given [Music] uh tag to a customer or you are able to apply a given funnel to a customer to say that this uh where is this lead in my pipeline right this is a cold lead my meeting is done is the financing down whatever right and so you can filter those and you can get so now imagine as property agents we usually get many many customers if we are running some ads we sometimes get 40 50 60 phone numbers right and then all these phone numbers and their related content and data and how did we get them how did we mine this data what are the needs of each customer are they rental are they sellers are they buyers they are hdb are they singaporean their pr so if i go back here i can even tag them right to say that singaporean or pr or what all right so with all that tagging you can very quickly understand that you can just filter out and list out all singaporean here all pr here those who are going to pay with the cpf all the details about every customer in the crm and then from your mobile you can access all this so you know whom to call you can now call the urgent ones first and then you can keep sending uh you know the all the new launch posters to those who are interested condo buyers so this is how you can categorize them and then your work is easier and then this crm makes it all easy right so what we do is that we charge it 200 one time to set up everything with your mobile give you the mobile app also and then with this 200 you can use this crm with unlimited contacts uh free and easy okay and then if you want more from the crm where you say that oh five tags are less i need i need more tags right so for example if you see here if you see here definitely if i have more than five tags i can put a tag here for singaporean i can put here a tag for a pr and many other tags right so then you just pay 60 for one year and that you don't pay us basically you are paying the uh for for the hosting right so all this data is hosted in the cloud so that you don't need to save it take backup whatever everything is hosted in the cloud and then you get a few other features also so in the 200 we charge you we will set up the software for you on your mobile and then we'll basically sit next to you set up show you how to use and get you give the mobile app and then we will also give you the training of how to create your tags how to create your pipelines and all those things right so uh yeah all of that is including the 200 so if you like it you want it you can just whatsapp me and then we can fix it in time to uh meet up uh you paste the 200 and i will set up everything for you on the spot will take about uh 30 to 40 minutes uh including the training so i'll set up everything in 10 minutes because i'll set up from cloud and then once i set up you we will together create the first few tags like i have done here we'll create the pipelines we'll give the names that you want you can change everything later i'll show you how to do all of that and then you can start to enter some details like this for your existing contacts right so hope you like the product it's very cheap uh compared to so the sixty dollars if you are thinking yes you need to pay the sixty dollars every year uh for the hosting right it's basically primarily for the hosting so actually the the costing is about 75 80 uh but then because i am on a bulk discount plan myself i can help you uh get some discount that's whole become 60 right and then what happens is that this kind of software is fantastic for solo businesses like property agents insurance agents where we have a lot of contacts and we want to maintain all the history the records so because after two months we forget everything right so when we look at this data we come to know very quickly we are geared up even when we are walking up to meet somebody we pull up on our mobile check the details and we are up to date about this particular contact right so i even include and store things like how many children they have what age the children are all the relevant details that are important to the client because that's how we connect with the client right the more we know about them the more we are able to connect the more they feel that we remember them or the stronger they have trust on us all right so if you have any questions also you can put them to me on the whatsapp number that you see and we can connect thank you very much have a good day bye