what is up guys this is going to be a full-on instructional and tutorial video uh outlining all of the features and functionality of the smarter contact my name is adam this here i'm the founder and ceo so i figured no better person than explain it than the person who built it so so again guys i've been a real estate investor for many years and this was a software that i built as an investor to be set up the way that you guys want to see it so without further ado i'm going to show you guys the platform how it functions how it works and under the hood of every single feature so this is going to be a full-on tutorial we do have it sectioned out in the pieces if you if you do have a specific question we do have it sectioned out in the pieces but this is going to be a full-on overview boot start of how to use the software so first one thing you'll notice is it's a very intuitive and easy to use design i mean that's the whole bread and butter of this thing because it's easy to use and you know when you're getting hundreds and thousands of leads coming in at a time you don't want a hard to use interface whether you're using it or maybe you have somebody else on your team using it it's frustrating using a poor interface and that was what we built and what you'll see here as you you you see the platform so um one thing you'll see is as the leads come in right let's say you send out a blast of 100 or 500 or a thousand right that the leads are going to come in right at the top it almost looks like email you know your your leads will come in here right uh where my mouse cursor is and as you can see them come in you can respond in one of two ways right you can send them a message here so let's say the person sends you a message you can quickly type a response right here and you could have a couple of these open which is pretty cool we found this to be a really neat feature so you can have a couple of these send the message and and move on right the other way is to actually click the the lead it's going to take you to a completely different section and then you have a brand new conversation so i'll show you that in here in a few minutes but real quick i do want to show you some other pieces to it as well so as you're as the leads are coming in the other part is we've doubled it because there are other sms platforms out there but the key here is this is built on top of a crm and a very easy to use crm so we have a grade functionality so right from here let's say a contact responds and they respond positively you know we can mark this as anything we want we can mark it as a warm lead as a hot lead a follow-up anything we want and it's important to do this with the leads that respond positively most of them aren't most of the leads are going to probably respond negatively but you know the ones that do you really want to capture them and put them in op into some sort of a follow-up and we give you that ability here one thing to note is here in the grades section you can actually customize this we don't force you to use the software anyway it's it's pretty it's pretty pliable and i made it so that you can change these settings so for example not interested or worm lead or hotly i can change this text to anything we want within the software and i'll show you where to do that here is where you can sort right so you can sort by anything you want so let's say i want to look at only my not interested leads or my warm and hot leads i've got them right here and it quickly gives me a heads up display of all the leads that fit into that i could even take it a step further and push these leads to a crm i can take them and download them as a file i can push them to a folder i mean i can add them to the dnc the options are limitless but here you can see it's very easy to use the functionality is truly something where it's one click and you can you can accomplish these goals here here also you can also star something what i've seen a lot of users use is using this for um let's say to verify if the contact is the real person or not if they have the right number that's one way that we've seen it used and then you could just use it by simply clicking start or unstarred and it'll filter by this category as well here we have a feature for dnc so let's say you got some not interested leads you can take these leads let's say this contact johnny appleseed he responded negatively i can click with one push click it here and now this lead is gone it's in the dnc anytime we upload a new contact with that person's phone number it'll automatically scrub this person out so we provide that for you as an additional service completely free by the way in your account here in the campaign section uh this it probably would look most to you like your email i really try to take a hybrid of design of email and also just something with a heads up quick display so the email set up here so here i can filter by campaign that i sent so on the left side i can just click anything as a you know campaign i can see what was sent in each campaign here these are all test campaigns we created so they're not pulling data but normally you would see um the leads associated with each campaign right from here so i'm going to go back to the all screen also some additional functionality you have the ability to create custom folders so for example test folder and what i can do is i can take my leads and i can actually drag and drop them so here's the test folder with zero leads i can quickly drag and drop my contacts here we've seen this being very effective for a couple different campaigns for example your cash buyers a lot of people use this software to sell their deals to cash buyers they are using the software to you know obviously to prospect leads maybe they have a niche list or a targeted list this would be a good way to to reach out to them and you can send them a custom message just to the people in this folder as well which is a pretty cool feature so next is the search functionality very robust i can search by anything i can search by you know the word birthday even let's see yeah so i can search by by text i can search by name let's see jobs and there it is so what's cool what we see is let's say you had a conversation with a seller about i don't know the the football game or something like that you know we've seen all types of stuff so we made the search functionality searched everything not only just the name but also the message so just showing you guys what's under the hood and we have so much more to show you guys as as this video goes on but this is what's going to make your life considerably easier using the software so that's that next kind of going into also you can filter by your list as well so you can filter by that you can change your entries on how many displays oh and and lastly and this screen too is if you have an elite account if you're on the elite account you have the ability to add secondary users so this is going to be what a lot of people are using is is they have the elite account and then they have let's say somebody else in their office that's also doing sms blast what you'll be able to do is add that account as a secondary they can have their own email login you can see their leads they can't see yours you guys share your accounts together and but it does share the wallet and the credit card we can explain that if you have any questions just reach out to our support team about that but it's on the elite plan um and you can have up to uh five total users using this so pretty cool feature for some of you guys that have vas or have reps in your office we give you that ability to have more than one account so this is what i would look like as an admin to have to have the software so next let's say you go into a lead here here you can see the message that was sent hi adam wanted to buy your property would you consider selling this is a response and here i can quickly respond back anything we want one feature that i highly recommend everybody uses is the macros so macros is going to be your quick responses so this is going to be when somebody says hey yeah like who are you i don't know who you are how did you get my number um i'm not interested i am interested you know you're going to get all types of different responses but a lot of them are going to be repeating so instead of having to type it out every single time or think about the best words having those pre-programmed where just one button you click and now it sends a macro response so an example would typically be let's say they said you know how did you get my number you know hey i'm just a local landlord and i think i looked it up on on the white pages something like that and imagine having to type that out every time you might you know say something wrong it's going to create some issues and it's going to take time now with the macros you just you set it up once you program them in you can program in as many as you want and um sure i'll just give you guys an exam quick example of it now um let's say uh how did you forget my number quick side tip really like using these um these words these little buzz words this creates soft relationships um so you know local landlord homeowner these things really help in creating that rapport um with your contacts who's probably on edge you know they don't they don't know who you are so you really want to make them feel at ease when dealing with you so here's an example local landlords looked it up to the white pages um a few minutes another quick side tip is you know putting some certain times i mean making sure that they're reaching out to you on times that are specific to your schedule but that also puts some kind of urgency around them reaching back out it's another thing we found as well so here if they respond how did you get my number there you go so pretty cool um functionality there also you have a character count you really don't want to be above 160. if you are i just just know it's going to charge for two messages because each sms is 160 characters here you have the lead now this is going to show everything about the contact right so you can edit the name you can change their name here if you want you can change the grade add them to the dnc you can upload their email address we have an integration with google street view so here if i want to google the property i've got a quick link to it zillow integration so this normally is blank and then we just click here and it's going to take me to the address and actually it it fills it in so it was already blank before we i clicked the button before this demo but uh here it's going to populate all this was populated from zillow so you can see 467 839 yep i guess it went up a thousand bucks um so yeah so so this is all populated with with zillow as well here is the note section so i really encourage anybody that's using this to highly use the notes section and keep track of your conversation you know when you're talking to a seller and you talked on you know august 5th you know put down the date you know here's an example of what what i we recommend is putting down you know zero eight five talk with contact you know about anything and then now you have a follow-up let's say august 10th go on and now you have a talk track of what you talked about so maybe you talk with them a month later you have some things that you built rapport with you know you can say hey i talked to you about this and this and that and you have something relatable just remember using this software just really on the sales side we're going to train you guys on the sales strategy on how to you know manage the wholesaling techniques like that that's my mission to make sure you guys have this part of it too not only is the software robust and obviously you can see from the demo what you know what we're doing here but we're also going to make sure that we're training you on this side but just remember this that the deal is not locked up on the first contact the first time you talk to somebody they don't know who you are they they don't trust you don't take that personal but they don't trust you so it's gonna take you know them getting to know you over a few phone calls over conversations and maybe on the 4th 5th 10th 20th follow-up some things has changed in their life maybe something happened in the lifetip where they now need to sell now they trust you because you've talked to them 10 times and the way you build rapport is getting to know somebody is remembering everything about them so this is a good way to be able to track that and keep good notes on the conversation so next we also integrate with podio so we have a full built-in podio integration as well as other crms as well so we have a full-on podio integration one click you send your lead all your data right there and then also the ability with other crms to be able to push out the data so that that will be coming actually very soon after the launch of this video so so that is there as well next is going to be your follow-up so this is a really cool feature a lot of people use and we're going to be integrating it actually with google calendar where let's say you you talk with this contact and you know they're they're motivated and you want to follow up let's say on the 25th of august now it's been added and i go to my calendar and the calendar is going to show me everything it's going to show me my scheduled campaigns it's going to show me all my follow-ups and here's adam right here where i can click it and we also have a daily view so that you know would show you just a view of all the contacts you have to follow up with for the month so here's basically i just click it it takes me right back to to delete okay so now the next portion of this next is going to be your list upload so when you're uploading a list you know it's pretty easy just drag and drop so i'll just drag and drop a list here takes two seconds and the important part is tagging the lead tagging the phone number so remember this is a text merge service right it's going to take a certain field that you tag and then merge that into a message so for example hi first name i want to buy your property it's going to need to know what first name is so this is where you're going to do that so here's first name last name so making sure that you you do all this in the right way is critical so um one suggestion that we have is at the very top of your list put your personal info down put your actual first name last name your address and your phone number in so that when you send out a blast you know it went through and then you know you're doing it right so especially guys on your first list use your own personal cell phone just so you understand how the software works i'd rather you make a mistake on your personal cell phone than a list that you paid for and paid to skip trace that's much less expensive so just just a small recommendation if it's your first list and even on futureless just a good best practice to put your own personal phone number in there so once that's done you're going to name it so test list one two three okay um and then here is something called the list management section so this is another thing that we provide for you in using the service list management is gonna do basically a scrub of a lot of different areas so one is your undeliverables so in the software we track every phone number that's been undelivered so let's say you sent a previous campaign with a thousand phone numbers and and 200 of them were landlines instead of just throwing that data away we actually remember those landlines that we couldn't reach before and if those landlines exist in your current list we take those out for you so you're not paying for additional undeliverable data you don't want to be sending messages to landlines and phone numbers that are disconnected so that that's one area we actually we're going to save you guys a lot of money with our skip tracing service as well and i'll go over that later in the video but the undeliverables you generally want to have this checked out response filtration what that is is basically um a a let's say somebody says stop or not interested you can program in certain keywords where if somebody responds with these things it'll remove them uh dnc this is going to be your messages that you've marked into your personal dnc list duplicates is going to be duplicates within this list so in this example we have the same number three times so it would scrub it out litigators this is going to be the national dual in our call list and the blacklist alliance litigators list so this is a service we paid thousands of dollars a month for we actually included 100 for free and we scrub out known litigators their relatives as well as the national do not call list as well so um yeah so so generally 99 of the time please keep these checked it's gonna save you guys a lot uh but in this example just because this has some duplicate numbers i'm gonna uncheck it and apply okay all right so half the battle is done now we're gonna move on to the campaign section so in the campaign section you're going to be able to create your own custom campaign so it's like campaign [Music] can't type today campaign one and you're going to select your list so here you can select as many lists as you want and you can see a preview of each list so for example the list we just uploaded test 123 it has three contacts and four phone numbers we can click that we can add more if we want so as many as we want here and here it's going to show you the amount of leads and phone numbers that we have available within this list that's uploaded what's uploaded to the campaign please remember that many times you're going to have more phone numbers than contact just remember the difference contact is going to be the number of leads it's just going to be the name of the person right so john smith but john smith might have you know one phone number he might have five phone numbers so just remember that a contact is not a phone number there are two different things the contact has multiple phone numbers usually sometimes it can have zero you know so just remember that usually most of the time you're going to have more phone numbers than than contacts so next you're going to select your message this is a pretty cool feature within software you can go ahead and create your own custom message in this page so basically what you do is you type the the message you want and it's all text merge you do that by simply hi type in message and then use this field this greater than field and then type in the address or first name there you go so in a typical normal example here's what we recommend for best practices on this is you want to have at least one text merge feel like this is just really an example we would never send this kind of message out because you know you're not going to get the goal of buying the property but you recommend having at least one text merge field two is even better we don't make you you know we don't have any bands we don't have any restrictions on certain keywords but you know there are certain things you definitely don't want to use domains you know you don't want to put uh www dot you know into a text blast with hundreds and thousands or thousands of people you don't want to do that you don't want to put your phone number you know that's also not something you want to do and we also have it so that if forwards is a forwarding aspect so that they call you it'll force it that that wouldn't even serve any purpose if you did that we also don't have any restrictions with their you know some some sms companies have issues with sending the words cash or investor or buyer we haven't had any issues with that in our platform with the delivery algorithm that we have and also there's no need for spinner tokens or any senseless you know things that make it so to make up for a low delivering platform so some platforms are having those issues they're they can't get their delivery rate uh right and they make you use these silly spinner tokens which is just nuts so we don't make you use any of that we don't force you to use it it's it's very simple very straightforward um and making sure that you're you're most effective with your uh your your templates so so once you've made the message here i'm going to go in and select one okay and here you can see i can schedule it right so i can schedule to go out at a certain time so let's say i want to schedule it for august 20th at uh five i'll say 2pm boom now it's locked in now i can choose to send all the leads at once and now just remember this is a small campaign i mean typically your campaigns are going to be much much bigger than this but you know sometimes they're so big that it you don't want to send a thousand at once and then just get flooded with an inbox maybe you want to have them go out every 10 minutes so you can have time to respond or every 20 minutes or every hour so that you can you can respond remember this this is this isn't you know about sending a huge bulk this is about typing a personal message to somebody that they can feel like it's a individual right quickly going back to this area in the message section you really want to read your message out loud and say how would i receive this would i feel like somebody just took the time to write me a personal message or is this something that used an automated system because if it's the latter you really want to spend more time on making it feel like a handcrafted personal message that's how people are going to respond to you so next you're going to um uh yeah click this here and you're gonna select whether you wanna do the batching the the throttling or not so here you can do let's say for example 100 every every hour or 50 every 30 minutes so you have that ability here to be able to do that and also you also have the ability to set certain parameters so let's say i want to go between 10 and 5 p.m i have that ability guys keep in mind that you know we also have to be respectful people's time so you know know what time you're reaching out to your contacts generally you know between 10 to 6 p.m is a very ideal time any time after before that you might be bothering them definitely really be cautious of especially if you're gonna use this feature to really have the set time periods so that you're not blasting people out at a time it's not convenient for them also static phone numbers this is a feature that we have for cash buyer blasts so if you're if you're using the system a lot of people are using it for cash buyers you can have one static phone numbers all your campaigns never rotates and you can you can send your blasts that way so once i've set that up right once i've set that up actually in this example i'm just going to not send all ones and here you have a click through screen the purpose of doing this is to make sure that you're tcpa compliant it's very easy you can click through the leads in a matter of a few seconds but here's the heads-up display it shows you everything that you have actually show you guys what it would look like if we schedule the campaign um okay so now that we've we've got this set up here i can click through the messages and also just keep in mind i can also change the message we're big elon musk fans here at smart contact so um yeah so you can actually change the message halfway through um and you know send a customized message so once i'm done confirm and we're good to go successfully set one message every 30 minutes based on the campaign throttling and now it's going to go up so simple as that that is the campaign section now that the campaign is out what you're going to do is you're going to sit back over the next 10 minutes or so i mean assuming you just went out right then and there you're going to get a lot of responses right away and you're going to wait for your responses to come in so next i'm going to go over now the back side of the software now going over the settings and everything there so in the settings you have a lot of different functionality what i mentioned earlier on is the grades you can actually change these grades anything you want so for example i can rename not interested to bad lead or you know negatively or do not call or anything i can change this anything five four three two one however you wanna do it and you can also add additional grades uh right from this section uh default grade this is gonna be what they come in as generally it's going to be some kind of low ranking lead so we give you the ability to check which grade is the default for all leads open tab on a new click so this is if a message replies does it or what do you reply to a message if it opens in the same screen or opens as a new tab um yeah so just a couple a couple of add-on features and then the ability to add a new user you can check to see what their statuses are right from this page here's the list management section so list management what this does is it's going to track all of your dnc contacts so right from here i can see all of the data typically they're normally uploaded correctly you would see their address their phone number date added i can remove them i can add you know add individual contacts here to it if i want i can upload a list or you know single list or uh signal number or list of numbers to the dnc so that it it scrubs those out of future lists and then all this is aggregate so aggregate just means the total of everything it's going to add up all your dnc your response removal response removal is basically this keywords in the software not interested wrong number or that kind of thing and it's going to scrub those out for you um the help and support section so one thing that we take very serious is our help and support we have the best support system in in the industry by far and with with that team you know we we have tons of training and tutorial videos so anything you need whether it's specific to something check this video we also have tons of video content on youtube that goes over everything so please i would recommend starting there but if if you haven't gotten it solved we have a tutorial area right here where i'm sorry a button right here to reach out to our support team so next i'm going to go into the phone setup so phone setup this is really cool the way we do this is we have a few different functions so active incoming active incoming is going to be your personal phone number it's going to be your google voice it's going to be um your call rail number so let's say you send a text blast to somebody they're going to get a response back uh you're going to get a call i'm sorry if they want to call you that back that number it's going to ring your call rail or your personal phone number so that way you don't have to give them a phone number in the text if they call that message they received a text from your personal phone is going to rank so it's really important to set this up and have this here so that your phone rings if they try to call that number next is mobile text alerts this is a newer feature we just added and our user base has been loving this so this is really cool so imagine you're at the store you've been you've had a good lead and somebody texts you you know on your motivated list instead of you know not knowing about it and responding the next day we set it up so let's say somebody texts you from your hot leads right if they text you you'll get a text notification on your cell with the copy of that message so if the seller says hey hey you know hey john um yeah you know what i would be able to take a look at that offer and it's 6 p.m and you don't respond until the next day i mean you might lose that lead now right so now your phone goes off no matter where you're at notifying you that this person respond and you can use this with folders or campaigns we recommend not setting it to all there is a cost there's a very small cost on this uh so it's you get the first 100 each month for free and just a penny per sms after but really you want to use this only on a super targeted list so you probably only get you know 50 or 100 messages a month but the first hundred you're on up are on us so you wouldn't even have to um to uh pay for that here in the phone setup screen you have the prefix section this is where you're gonna be able to buy your area code um so here for example i'm in the 813 area code i would simply buy a phone number here right so buy a phone number click it and successfully purchased you can buy in any area code in america just remember it's a dollar per phone number um and and it's charged on a monthly basis so that's the way it's set up up here in active outgoing this is going to be the current number that the system is set up to use so just remember to check your outgoing number so for example let's say you're running a list in um in orlando florida but your number is a tampa number you might want to change the phone number to a local area code before sending it out so just a quick tip if your campaign is going out just remember to make sure that you have the right area code set up next is going to be your connected outgoing numbers this is going to be very important to also make sure the way it's the system is programmed is it's going to go from basically top to bottom so right now the connected outgoing is 9615. it's going to use this one and then it's going to go down the list of phone numbers um the static is the only exception i'll go over that in a minute but the way it'll work is um it'll use this phone number and then this phone number and then this phone number and then this phone number it'll it'll go down the list so what you want to do is let's say you want to hit your local market right so you want to make sure it's all the same area code and it'll start here so what it'll do is it'll it'll send 200 messages per phone number right once it's used 200 messages it's going to go to this number and this number and then the next number so just making sure that your area codes are matched up so that it's going to go through all your local area codes for that list and just remember 200 phone numbers per area code uh here we give you some just some basic details on each phone number you know when it was purchased when it was leased when it expires all that information as well and we do have advanced training on the phone number algorithm but this is the juice of smarter contact this is why everybody uses it is because our messages go through because we have a very advanced algorithm we don't make you use spinner tokens we don't make you make restrictions on your keywords this is exactly why we have the effect of this and the brand that we have because of this well well-oiled machine that we have here so next is going to be something called your legacy numbers and this is critical because let's say you have a contact you talked to you you messaged three months ago even four months ago six months ago um and by that time your numbers expire right after a certain amount of time after several months your numbers expire what we do is we give you we keep those numbers for you so if that contact messages you if you message them back from a new number it's a little weird right it's a little um you're not going to create as much rapport if you text them from a brand new number so we thought about that and we thought okay well let's keep your numbers in place for certain conversations and that's where the legacy numbers come in so typically what will happen is you'll see the number the legacy start date basically when it went into the legacy period and it'll show the amount of active conversations this is a demo account so we don't have this data filled in but basically a legacy number the definition of is it can't be used for a campaign it can only be used for an existing conversation so this number you can't use it for a blast anymore because carriers might start to pick up on it but if it's for an existing phone like text conversation with an existing seller that's fine and we keep that number for you so for more advanced training on it we have a video that's going to go over everything but just just know that this is going to be really effective for keeping an old phone number on your account so that you don't have to um follow up with a lead from an old phone number uh so here's going to be your api section your api with podio uh your plan so we have three separate plans pro starter and starter pro and elite each with their own features and functionality the way the system bills is it's going to be a certain amount of free messages a month so the elite comes with 2 000 messages per month and then after those are used it's two cents a message and a dollar per month per phone number so um next is going to be here's your wallet here's where all that is set up and lastly i want to get into one of the more important parts of the software that we recently introduced and has been just killing it for investors so a few months ago we stepped into the skip tracing industry and because we saw so much bad data out there just a lot of people selling data that's just not effective and we made sure to align ourselves and get not only the highest your data but also integrated where it's fully customized for ethanol so if you're using smarter contact there really should be no other reason you should be using anybody else for skip tracing and i'll show you why so here's our our skip tracing platform here we built in and and here's how it works so let's say for example you have a list yeah you're going to upload the list here sorry i think it's the wrong list yep so you're going to upload the list here and you're going to tag everything right so first name last name property address i kept it pretty similar to the the list section so pretty pretty similar to that upload but i'll show you guys here why it's like totally different than anything else um okay so once you've done that really important to make sure that all this is done correctly we have a full-on video on this you know really really important that it's done right but just for the this video here you're gonna click next okay so fairly quick it pulls a list extremely fast and once the list is pulled right so now that i've i've pulled the list what i can do is i can export this list which is really cool right so i can push this to my list and i can take just the mobile data right and this is really going to be where it's going to be night and day for you because now you've got the data here it does it in a really efficient way so now i've got cell phone i know the uh phone type cell phone i know the phone type everything is pushed out in a way where it's really easy to read and i can push just the mobile data to a list so now just click that successfully pushed and there you go now i've got the list all done in a perfect way i don't have to worry about the data not being pushed incorrectly so very highly recommend the skip tracing service and that's going to be it's a game changer for a lot of investors and not only that we consistently are doing 90 plus percent hit rate uh on the uh results so so anyways guys uh we offer a seven day free trial if you haven't already used it we welcome you to do so we have training um all over if you haven't joined our facebook page we have a private facebook group for um for you guys to be able to learn and grow and share your your your victories and your wins there so again thank you so much guys for watching very much want to see you guys win here and thanks again for watching hope this helps take care