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The Marketing Business Tools in Housing Market CRM — A Tour

Tutorial 4 of 181 · 1 min 44 s

Open the product

The Business plan of Housing Market CRM has its own set of marketing tools for agencies, all in one place under Marketing, Business tools. This tour opens each tab in turn: Campaign ROI, which follows each email campaign to the leads, deals and commission recorded after it; Area farming, which counts the people in a neighbourhood you may write to; the agency Brand kit with campaign approval; the Team marketing calendar; Developer co-marketing for new developments; and Ad audiences, which prepares a hashed customer file of people who agreed to it. This feature is new and shows a Beta badge while we refine it.

In this tutorial you will learn

  • Where the Business tools are and which six tools they contain
  • How the Campaign ROI table connects campaigns to leads, deals and commission
  • How area farming, the brand kit and the team calendar help an agency work together
  • What developer co-marketing and ad audiences do, and what they leave to you

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Open the Marketing group in the left menu.
  3. Click Business tools.
  4. This feature is new and shows a Beta badge while we refine it.
  5. Six tools, one tab each, for agencies on the Business plan.
  6. Every figure comes from the CRM’s own records.
  7. See the leads, deals won and commission after each campaign.
  8. No cost is recorded, so the figures are the return, not the profit.
  9. Open Area farming.
  10. A farm is a neighbourhood worked by the agents you choose.
  11. Click Who would this reach?.
  12. Click Count the people.
  13. It counts the people you may write to. Nothing is sent.
  14. Open Brand kit.
  15. Set the logo, colour and intro line once for the agency.
  16. A manager approves an agent’s campaign before it is sent.
  17. Open Team calendar.
  18. Every scheduled and sent campaign of the agency, in one place.
  19. Filter by agent or by type.
  20. Open Developer co-marketing.
  21. Launch a new development to your own contacts.
  22. The developer receives no contacts and no counts.
  23. Open Ad audiences.
  24. Only people who agreed can go into an advertising audience.
  25. You download a hashed file and upload it yourself.