Wayne Birkey Gets Organized with RealtyJuggler CRM

Address: 149 W Harvard #101, Fort Collins, CO
Telephone: (970) 672-3467
Price range: $

Granger, Indiana – Feb 28th, 2024

Wayne Birkey, a real estate agent with Cressy & Everett Real Estate in Granger Indiana relies on the RealtyJuggler Customer Relationship Manager (CRM) to stay organized in the fast-paced real estate market. RealtyJuggler enables Wayne to take comprehensive notes during client interactions and to also prepare for and schedule his next call. He makes extensive use of notes, calendar, tasks, as well as integrations with third party services.

With more than 40 years of experience as both a builder, agent, as well as a broker, Wayne uses his extensive knowledge of construction and real estate transactions to find the perfect home for each client. One or Wayn's customers, Ashley Fulbright of South Bend said: "Wayne was amazing to work with. As a first-time home buyer, the process of finding and purchasing a home can be very daunting and stressful, but Wayne made it manageable and even easy for me. He handled everything and did a lot behind the scenes to keep the purchase process moving that I didn't even have to worry about, leading us to close in only three weeks! He even provided instructions on the processes that I had to carry out myself to simplify them and these were extremely helpful! Throughout the entire process (searching for a home and purchasing), Wayne only had my best interests in mind and gave me his honest opinion on multiple occasions, so I didn't make the wrong decision. He is very trustworthy, and I absolutely recommend him."

Here are the steps Wayne takes when he follows-up with a client. First, he reviews his date and time stamped notes about prior conversations. He also looks at the tasks he has completed as well as his notes including a prepared agenda for the call he is about to make – he anticipates hard questions as well as lists things his client needs to be informed of. His notes also include what he needs from his client for the transaction to go smoothly from one stage to the next. He uses this same process whether he is meeting a client over the phone, or in person. His public client reviews are unanimous in their praise of his proactive approach to making sure that deals close with a minimum of delay. All details are known, all contingencies accounted for, which lowers stress for the client and reduces the chances that a deal gets delayed or fails.

Many agents are great at talking with and converting new leads but struggle to maintain the relationships they have already made. Wayne spends a small portion of each day working through his task list, calling current leads as well as existing clients. He is also careful to update his notes in RealtyJuggler so that everything is in one place. That way, he can easily find any information he might need quickly and is also able to have all his notes at hand while he is talking on the phone. Wayne uses the touch tasks as well as task plans features in RealtyJuggler to schedule follow-up as well as detailed task checklists to assure that nothing is missed.

Wayne has gained a reputation as an honest broker, who's listens to his client's needs and helps them find perfect home in the right neighborhood. He must be doing something right, as his online review are stellar and many of his clients are repeat business, and referrals. One customer, Melissa Guthrie, said: "I first met Wayne a couple years ago when he helped my son purchase his first home. He went above and beyond in helping him in every step of the process. I didn’t hesitate to call Wayne when I found a home I wanted to see, he was helpful every step of the way! I couldn’t be happier with service I received. Most of all it was so comforting to know I had an agent I could trust 100%! I would recommend Wayne Birkey to anyone in need of an agent. Wayne was always prepared for every step, he communicated everything I needed to know right away. The entire purchasing of my new home could not have gone any better. Wayne was always right on time with everything I needed. Great communication in every way. It was a great experience & I couldn’t have done it without Wayne Birkey. He was knowledgeable about everything I needed to know. He always answered any question I had." His ability to provide trustworthy, reliable service to his clients means that he stays top-of-mind with his clients and gets the referral business from friends and family.

"I use a lot of different real estate tools, but RealtyJuggler is the core. I like how easy it is to link Dropbox folders of documents for each client to their contact and deal records so that even external information is available within RealtyJuggler" said Wayne – he continued "I also like to track client birthdays as well as their other special dates within RealtyJuggler as attention to life events helps maintain the close relationships I have with my clients." Wayne’s attention to detail is what separates him from other agents.

About RealtyJuggler - RealtyJuggler is a cloud-based real estate software product for real estate agents and REALTORS. The software can be used for prospecting, touching past clients, transaction management and much more. RealtyJuggler is sold on a membership basis for $179 per year. It is multi-user and contains numerous features designed specifically for real estate, including transaction management, listing feedback, DRIP Letters, real-estate flyers, the ability to print mailing labels and much more.

About RealOrganized, Inc. - RealOrganized was founded in 2003 by a former executive from AOL and a top real estate agent, each with over a dozen years experience in their respective fields. The company's mission is to create organizational software for the real estate industry.

Contact:
RealOrganized, Inc.
RealtyJuggler Real Estate Software
https://www.RealtyJuggler.com
Telephone: (970) 672-3467

RealtyJuggler and RealOrganized are TM RealOrganized, Inc.

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Frequently Asked Questions

How much does RealtyJuggler 1-on-1 training Cost?

All RealtyJuggler Real Estate CRM technical support, including phone support, 1-on-1 training, as well as email support is included without charge in your trial and paid membership. We do not charge for technical support.

I would like to send Birthday cards in the mail. How do I know when to send each card?

Each contact record in RealtyJuggler has the ability to store as many as 9 annual dates. These dates can be birthday, spouse's birthday, the anniversary of a closing, and even the birthdays of children and family pets. By entering this information in RealtyJuggler, you are able to get a list of sorted birthdates for everyone in your database by going to the Main:All Tasks section of RealtyJuggler. From there, you can print mailing labels, call people, and even schedule an email. These are annual reminders and once you have marked someone done, would become due 1 year later, again on their birthday. Wishing someone a happy birthday is the perfect way to remind the people you know that you care. Contacting a past client on the anniversary of the closing of their home is also a great way to remind them that as their friend and trusted advisor would be honored to help them in the purchase or sale of their next home.

Which real estate CRMs offer a free trial?

Of the top 5 real estate CRM vendors, RealtyJuggler offers the longest free trial at 90 days. iXact Contact offers a 35-day free trial, with LionDesk and WiseAgent offers only a 14-day free trial. Top Producer does not offer a free trial at all. Only RealtyJuggler offers a pro-rated refund after purchase.

Are the more expensive real estate CRM's better?

No. The most expensive real estate CRM's focus on the needs of the top 1% of agents. The higher price reflects the limited appeal of these products as they tend to be more difficult to learn and use, and usually require full-time staff to maintain and operate. More affordably priced real estate CRMs appeal to the other 99% of real estate agents. This wider appeal is the reason for the lower price.

What are animated eCards and how do they work?

RealtyJuggler Real Estate CRM includes a library of animated greeting cards that you can email to people you know. These eCards are perfect for wishing someone a Merry Christmas, Thanksgiving, Easter, or Halloween. Dozens of common US holidays are included as well as Canadian holidays like Canada Day and Victoria Day. These eCards are typically sent as bulk emails to a group of people and can be scheduled to be sent right before the holiday date. In addition to holidays, RealtyJuggler contains a library of occasion eCards suitable for birthdays, closing anniversary, Bar Mitsvah, birth of a baby, and even condolence cards for the death of a pet, as well as illness, and even apology cards. These cards are a great way to show your friends that you care and have remembered their special day. A secondary benefit of these cards is that they make it easy to send periodic emails to your sphere of influence to verify that the email you have on record for them is correct. You should expect that around 10% of the emails you have on record will become out-of-date each year due to people changing email addresses. By maintaining regular email contact with the people in your database, you can maintain accuracy of your database as well as keep your name top of mind.

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(970) 672-3467

Wayne Birkey Gets Organized with RealtyJuggler CRM

Frequently Asked Questions