Using GoHighLevel CRM As A Real Estate Agent

Summary

Derek Reeves introduces High Level, a comprehensive sales and marketing automation software for real estate agents. Highlighting its robust CRM capabilities, he showcases features like smart lists for database segmentation, mass marketing, unified inbox for centralized communication, and pipeline automation. Reeves also discusses the software's third-party integrations, including IDX websites and direct mail services. He promotes a 14-day free trial for High Level and its real estate-specific version, Nurture Beast, emphasizing how these tools can streamline real estate operations.

Takeaways

• 😀 Derek Reeves introduces himself as a real estate industry veteran since 2018, primarily in operations, providing resources for agents.
• 🏡 High Level is an all-in-one sales and marketing automation software designed for small to medium-sized businesses and real estate agents.
• 🛠️ High Level's robust CRM integrates with third-party companies through its open API feature, offering seamless connectivity.
• 📈 The software provides a comprehensive suite of tools that can replace multiple memberships, potentially saving around $7,000 per month.
• 💼 High Level offers two pricing plans: $297 for unlimited sub-accounts and a $497 plan for customized software as a service (SAAS).
• 🔍 Smart Lists feature an advanced filter system for segmenting and managing contacts based on various criteria.
• 📢 Mass marketing capabilities allow agents to efficiently communicate with clients via text, email, and other integrated platforms.
• 📬 The Unified Inbox consolidates all client communications from different platforms into one central location for streamlined response management.
• 🔄 Pipeline automation is a standout feature, enabling agents to automate client follow-ups and tasks through the buyer's journey.
• 🔗 Third-party integrations include IDX websites, Facebook ads, and direct mail services, enhancing the software's utility for real estate agents.
• 📆 High Level also features task management and calendar appointments, with AI capabilities to assist in appointment setting.

Q & A

Who is Derek Reeves and what is his role in the real estate industry?

Derek Reeves has been in the real estate industry since 2018, primarily in an operations role. His job has been to provide resources for agents and he has experience with various softwares in the industry.

What is High Level software and who is it designed for?

High Level is an all-in-one sales and marketing automation software designed for small to medium-sized businesses. It is intended for agency owners who are doing marketing on behalf of those businesses or for entrepreneurs who want to sell software as a service.

What are some features that High Level offers?

High Level offers a robust CRM, integration with third-party companies through its open API, lead generation, pipeline automation, a website builder, unlimited sales funnels, and the ability to replace the cost of multiple softwares.

What is the cost of High Level's service and what does it include?

High Level offers a service for $297 per month, which includes the ability to create unlimited sub-accounts. There is also a $497 plan that allows for adding personal branding and customization to the platform.

What is the significance of the 'smart list' feature in High Level?

The 'smart list' feature in High Level is an advanced filter system that allows users to segment their database and pull data based on various criteria, making it easier to manage and interact with specific groups of contacts.

How does High Level's pipeline automation feature benefit real estate agents?

High Level's pipeline automation feature allows real estate agents to automate the process of moving clients through different stages of the buying journey, from setting appointments to closing deals. It can trigger tasks, send emails, and even text messages, streamlining the agent's workflow.

What is the Unified Inbox feature and how does it help real estate agents?

The Unified Inbox is a feature that consolidates all conversations from various platforms like Facebook, Instagram, Google, etc., into one central location. This helps agents manage their communications more efficiently and ensures no messages are missed.

How does High Level integrate with third-party services for real estate agents?

High Level integrates with third-party services such as IDX websites, Facebook ads, and direct mail services like Mailbox Power, allowing agents to manage their marketing efforts and track their ad spends all within the High Level platform.

What is Nurture Beast and how is it related to High Level?

Nurture Beast is a software built on the High Level foundation, specifically tailored for real estate agents. It uses third-party customization to simplify High Level's interface and focuses on features that are most relevant to the real estate industry.

What additional services does High Level offer for real estate agents?

High Level offers a 14-day free trial, demo calls, and access to AI technology for setting appointments and automating marketing efforts. It also provides integration with services like Google for review requests and direct mail automation.