Upload your customer base and automate your communications with RefnWin
If you are looking to maximize your business opportunities and optimize your communications in the real estate world, RefnWin is the ideal solution. In the previous article we explained the steps to start using our real estate platform and its key benefits.
In this opportunity, we will guide you step by step so that you can increase the customer base in RefnWin and start collecting referral commissions. Do you want to boost your real estate business? Continue reading!
Steps to upload your leads on our AI-based real estate platform
Fill in your profile information
Once inside RefnWin, make sure to fill in all the information in your profile. This includes your name, updated photo, and any other relevant information. By having your complete profile, all communications will go out with your name and the messages will arrive directly to your profile.
Importing leads in RefnWin
In the "Contacts" section, you can upload clients manually in "My contacts" or import them in bulk in "Bulk upload". Within the Bulk Upload section, you will have an excel template to download and use as a template to import your contact list in CSV format. Make sure your list meets the necessary requirements, such as having First Name, Last Name, Email, Phone, and Country columns.
Add contacts individually
If you have some additional contacts or prefer to add them one by one, RefnWin allows you to add contacts individually. Simply go to the "My Contacts" section and click "Create a new customer". Complete the required fields, review and confirm the information entered and click "Create client" to add them to your database.
Keep your database updated and segmented
It is essential to keep your database updated for better management of your contacts. You can add additional information, such as the company they work for or other relevant data, as you learn more about your contacts.
RefnWin is more than a real estate CRM
Our real estate platform is more than a real estate CRM, with RefnWin you can automate your communications and make the most of your contacts to monetize your real estate business. You will have a personalized web page for your real estate broker profile and share the pre-made posts on your social media profiles to stand out in the real estate business. Do not miss this opportunity to increase your efficiency and improve your results. If you haven't registered yet, you can do so on our registration page or download our Android application or iOS and use it from your mobile.
Upload your customer base to RefnWin and get the highest referral commission on the market!