Email gets attention; follow-up turns it into business. BumbleBlast’s CRM shares the same contacts as your campaigns, so you can see who’s interested and act on it from one place.
Set up your pipeline
Your pipeline is the set of stages a contact moves through. BumbleBlast starts you with stages that suit most real estate businesses: New lead, Contacted, Qualified, Appointment / showing, Offer / proposal, Negotiation, Client, Past client and Lost.
- Rename, reorder, add or delete stages in Settings → CRM settings, and mark which ones count as won or lost.
- Adjust the contact types too. The defaults include Buyer, Seller, Landlord, Tenant, Investor, Referral partner, Lawyer and Mortgage broker.
- Move people on the Contacts → Pipeline board by dragging their card, or change many at once from the contact list with Move to stage.
Keep it simple
A pipeline only helps if it’s up to date. Fewer stages that you actually use beat a detailed pipeline nobody maintains.
Keep profiles useful
A good profile tells you, in ten seconds, what this person wants and what happened last.
- Preferences: for buyers, budget, areas, property type, bedrooms, bathrooms, timeline and pre-approval; for sellers, the property, estimated value, timeline and motivation.
- Notes: write what you’d want to remember before the next call, and pin the most important note so it stays at the top.
- Relationships: link a spouse or partner, their lawyer, their mortgage broker or the person who referred them.
- Owner: assign each contact to the team member responsible, so nobody falls between the cracks.
Tasks, reminders and the calendar
- Log activity as it happens. After a call, meeting, showing or text, use Log a call or meeting on the profile, with the outcome and a few notes.
- Always set the next step. Add a task with a due date and priority, or Schedule follow-up to put it straight on your calendar.
- Work from your task list. Contacts → Tasks shows what’s overdue, due today and due in the next seven days.
- Use the calendar in month, week, day or agenda view; switch to the team view to see everyone’s schedule.
- See it on your phone. In Settings → Calendar & Sync, create a private calendar link and add it to Apple Calendar, Google Calendar or Outlook. Keep that link private: anyone who has it can see the calendar.
Follow the engagement signals
Your campaigns tell you who’s paying attention. Use those signals to decide who to call first.
- Engagement score: each profile shows whether a contact is hot, warm or cold, based on the last 90 days of opens, clicks and activity.
- Timeline: every email a contact received, opened and clicked sits alongside your notes, calls and tasks.
- Campaign reports: filter a report to the people who clicked, and open their profiles from there.
- Recent activity: sort your contact list by recent activity to see who’s engaged lately.
A weekly routine that works
- Monday morning: clear overdue tasks, then work through what’s due today.
- After every campaign: call or email the people who clicked within a day, while it’s fresh.
- Midweek: look over hot contacts without a next step and give each one a task.
- Friday: update stages on the pipeline board and schedule next week’s follow-ups.
- Monthly: send a market update to your past clients so they think of you first.