🎙️ Episode 36: All things Assist+ CRM and why you need to use it скачать в хорошем качестве

🎙️ Episode 36: All things Assist+ CRM and why you need to use it

🎙️ Episode 36: More Than Real Estate - All things Assist+ CRM and why you need to use it In this comprehensive episode, Ashley walks through her custom-built Assist CRM - a platform she spent 18 months developing specifically for real estate agents building on Instagram. Here's what you'll discover: ✨ Why Ashley Built Assist from Scratch - She explains her frustration with existing CRMs that weren't built BY agents FOR agents. Most CRMs are built by tech gurus who don't understand the real estate hustle. So she partnered with a dev team and hand-drew every feature over 18 months. ✨ Pipeline Management That Actually Works - You'll see how the pipeline (pre-list, active buyer, active seller, under contract, closed) includes sub-accounts so you can task things out to team members in seconds. Every action triggers automatic notifications and due dates. ✨ Birthday & Home Anniversary Automation - Assist automatically sends birthday and home anniversary emails to your clients every year, plus reminds you to reach out personally. It's one of those small touches that keeps clients connected long-term. ✨ Custom Checklists for Every Stage - Different phases of transactions need different checklists. You can customize them, assign them to team members, and watch tasks complete in real time without nagging anyone. ✨ The Link in Bio That Changes Everything - This is the centerpiece of Assist. Your link in bio lives inside the CRM (not a third-party tool). When someone downloads your guide or books a call, they automatically drop into your pipeline. No Zapier. No bouncing between 5 software platforms. ✨ Email Templates Built-In - Send templated emails straight from the lead card. First email comes from Assist, but replies go to your personal email so you're not tied to another inbox. ✨ Forms That Feed Your Pipeline - Your buyer-seller intake form and free guide form both live in Assist. Leads fill them out, get your guide automatically, and start a 6-month nurture email sequence without you doing anything. ✨ One-Click Email Automation - Set up email flows (like the 6-month nurture sequence) and watch them run on autopilot. New leads get followed up with consistently and nothing slips through the cracks. ✨ Sub-Accounts for Your Team - Add up to 3 team members (buyer's agent, TC, partner, etc.). They get their own login, see only what you assign them, and get notifications when tasks are due. ✨ Real Cost Savings - Most agents are paying $300+ per month for link in bio tools, Calendly, form builders, email software, and calendars separately. Assist does all of it for $99/month (using the code HAW20) ✨ Monthly Group Coaching Calls Included - You're not buying software and leaving it to figure out alone. Every month you get a group coaching call with Ashley's team or industry guests (tax people, portfolio optimization experts, etc.). ✨ Assist is Made By a Real Estate Agent - Every single feature was tested and refined by Ashley doing actual transactions. She's not guessing what agents need - she knows. ✨ The Code HAW20 Gets You 20% Off Forever - That's 20% off every single month for lifetime use.