Setting Up a CRM for Real Estate Agents in GoHighLevel

Introduction

• Video guide on setting up a CRM specifically for real estate agents using GoHighLevel.
• Offers a 30-day free trial for newcomers to GoHighLevel.

Initial Steps

• Log into GoHighLevel: Initial screen varies based on user data.
• Sub-Accounts Setup:
  • Navigate to sub-accounts to set up a CRM.
  • Add a sub-account using a "snapshot" (template).

Choosing a Snapshot

• Snapshot Options:
  • Various industry templates: insurance, marketing, medical, real estate.
  • For real estate, choose either "real estate agent" or "property management".
• Setup Guide: Guides available to understand template contents.

Setting Up a Business

• Enter Business Details:
  • Example details: Name, email, business name, address.
  • Save details; may take some time.

Accessing Sub-Account

• Switch to Sub-Account:
  • Navigate to the newly created sub-account.
• Opportunities Tab:
  • Functions as the CRM interface for real estate.
  • Displays leads and booking status: new lead, hot lead, booking, sale, etc.

Adding Contacts

• Ad Opportunity:
  • Add new contacts (e.g., John Smith).
  • Successfully create and refresh contact info.

Automations

• Purpose of Automations:
  • Automate processes like requesting reviews after a sale.
• Creating a Workflow:
  • Start a new workflow from scratch.
  • Example: Send a review request email/SMS when a sale occurs.

Automation Steps

• Triggers:
  • Define when to send messages (e.g., pipeline stage change to "sale").
• Email Setup:
  • Craft a message asking for a review.
  • Use custom values like first name.
• SMS Setup:
  • Similar process as email.
• Saving Actions:
  • Set up subject line, email, and SMS; save actions.

Conclusion

• Overview of setting up CRM and automations in GoHighLevel for real estate.
• Encouragement to ask questions if needed.
• Reminder to check out other videos and free trial link.