Manage episode 383734329 series 3462581
Are you tired of CRM systems that overpromise and underdeliver? Want to finally get a 360 degree view of your investor business with actionable data? Our special guest today is Sharad Mehta, the founder of ReSimply, a CRM designed specifically for real estate investors by a real estate investor.
Sharad started ReSimply out of his own need to simplify and optimize his Chicago-based house flipping business. After trying complex CRMs like Salesforce, he decided to build a platform tailored to real estate investors. Now thousands of companies nationwide use ReSimply to effortlessly track marketing ROI, manage leads, and close more deals. Tune in as Sharad shares his origin story, why most CRMs miss the mark, and key metrics every savvy investor should be tracking. You’ll walk away with priceless insights to level up your investor game. Let’s dive in!
0:00 - Introduction
1:30 - Sharad talks about his background and how he started investing in real estate
3:15 - He moved to California but still had his investing business in Chicago area
4:20 - In 2015-2016 he started building software to manage his business, which became ReSimply
6:30 - ReSimply is an all-in-one CRM tailored specifically for real estate investors
8:00 - Compared ReSimply to more customizable but complex CRMs like Salesforce
9:30 - ReSimply aims to provide a system that works out of the box for investors
11:00 - Importance of tracking marketing KPIs and performance
13:30 - Metrics like cost per lead, cost per deal, ROI for each marketing channel
15:00 - Also want to track conversion rates through the pipeline
17:00 - Timeline numbers from lead to offer to contract are key
18:30 - Helps set expectations for team members
20:00 - Upcoming features like call tracking
21:30 - Scenario: Answering calls quickly for inbound PPC leads
23:00 - ReSimply's Speed to Lead feature for instant calls to PPC leads
25:00 - Soon will track if calls are answered and answered quickly
27:00 - Can track by team member which helps management
29:00 - Thanks and where to learn more about ReSimply
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