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Systems

CRM vs. SOI vs. Database Explained for Real Estate Agents

May 9, 2024

Hello, I'm Stefanie
I'm your real estate business coach, turning those big, scary ideas into simple, doable steps to help you stand out and succeed. Let's make magic happen together!
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I’m diving into some commonly confused terms in the real estate industry: CRM, SOI, and Database.

In this essential guide, I’ll explain:
– The unique roles of CRM, SOI, and Database in nurturing and expanding your client base.
– How to effectively use each tool to maximize your outreach and referral potential.
– Tips on converting casual contacts into loyal clients who champion your business.

Free CRM Guide (Updated 2024): https://stefanielugo.com/crm-freebie

Free 5x Your Referrals Guide (New in 2024): https://stefanielugo.com/referral-freebie

💬 Got an “aha” moment or still have questions? Drop a comment below; let’s discuss how these tools can elevate your real estate game!
#RealEstateAgents #SocialMedia #Marketing #Clients #BusinessSystems #Strategies #2024 #RealEstateSystems #SOI #RealEstate #CrmExplained #DatabaseManagement

SHOP MY ESSENTIAL REAL ESTATE SYSTEMS: Get my schedules and routines for realtors in my Time Management Guide: https://bit.ly/3PFCl7B

5x your referrals with my marketing plans and scripts in my

Referral Mastery Guide: https://bit.ly/49aJGTG

Get my Follow Up Scripts and CRM campaigns in my No-Fail Follow Up Guide: https://bit.ly/49blJf7

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Feeling stuck in your business? Take this FREE Quiz to get your free tailored action plan: https://stefanielugo.com/quiz

Free CRM Guide (Updated 2024): https://stefanielugo.com/crm-freebie

Free 5x Your Referrals Guide (New in 2024): https://stefanielugo.com/referral-freebie

Grab my FREE Weekly Planner for Realtors (New in 2024): https://stefanielugo.com/time-freebie

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Wanna work with me? Check out my coaching program, the Market Authority Academy: https://stefanielugo.com/coaching

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// SOME OF MY FAVES: *some of these are affiliate links, which means if you make a purchase on the site after clicking these links, I could earn a commission. thanks for supporting the channel!

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// ABOUT ME I’m Stefanie Lugo, your real estate business coach! I’m the OG Systems Gal, or rather, the real estate agent & founder behind the Market Authority. I’ve learned a bit after ten years in real estate—right in the action and guiding folks like you. My tried-and-tested methods have helped agents double their deals (or more!) and find that sweet spot of work-life balance they never thought possible. This Academy is me handing over the keys to the kingdom, those same strategies that worked wonders for me and many others. It’s about more than just getting by in real estate; it’s about owning it. Ready to step up with the pros and make your mark?

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Hi, I'm Stefanie

I'm a savvy real estate strategist, passionate about empowering agents with practical solutions that streamline client interactions and amplify growth—without sacrificing work-life balance.

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meet your coach

Stefanie Lugo

I'm the OG Systems Gal, or rather, the realtor behind the Market Authority Academy. I've learned a bit after ten years in real estate—right in the action and guiding folks like you. My tried-and-tested methods have helped agents double their deals (or more!) and find that sweet spot of work-life balance they never thought possible.

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