Simplifying Your Real Estate CRM with Elena Kee

Show Notes

Elena Kee

Our themes in this conversation include simplicity, ease of use, interconnectedness, complementarity, intention, unification, transparency, and holism.

Our topic is real estate tech stack in general and real estate CRM in particular.

Our guest is Elena Kee, a real estate team ops leader turned real estate tech consultant. She’s the founder of Kee Technology Solutions, a 20-member team helping people get the most from their real estate tech. And it all began with a CRM migration project years ago.

Elena’s worked with previous guests on the show like Lauren Bowen, Suneet Agarwal, and Nick McLean and joins us to share common challenges, top tips, and practical approaches for agents and teams to solve business problems and capitalize on business opportunities by working from one, central hub.

Watch or listen to Ep 034 with Elena Kee to learn:

How a CRM migration project unlocked her path in the real estate industry
How to identify great ops people - including the 3 specific assessments she uses with TestGorilla (https://www.testgorilla.com/)
One of the most common problems she finds in real estate tech stacks
Two things that top teams are working on right now from a CRM perspective
Why leads and lead sources aren’t your real problem as an agent or a team
A process to improve your CRM workflow, from smart lists to reporting to transparency to notes to automations
How many stages and tags are too many - and how to land at the right amount
What agents do and don’t need to know about how your CRM is set up
Trends she’s seeing in real estate teams

At the end, learn about starting a gigging band, saving on paper towels, hiring a content “ingestor,” and getting cozy with video games.