Wholesale Real Estate CRM That Actually Works in 2025
Автор: Jordan Park | RevPilot — Close CRM & Sales Ops
Загружено: 2025-07-04
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Still using Google Sheets or outdated CRMs for wholesaling?
In this video, I’ll walk you through the most advanced Close CRM setup for wholesale real estate investors — designed to handle multi-property deals, long sales cycles, and complex acquisition workflows.
This is the same CRM system we’ve built for top-performing wholesale teams to track leads, automate follow-ups, and prevent revenue leaks.
✅ What You’ll Learn:
How to build a real estate CRM tailored to wholesaling
Smart Views to track every lead and next step
How to manage multiple properties under one contact
CRM automations using custom activities + AI summaries
How to stop leads from slipping through the cracks
🛠 Tools Used:
Close CRM
Zapier
OpenAI / ChatGPT
Google Sheets (optional import/export)
💼 Best For:
✅ Wholesale real estate investors
✅ Real estate acquisitions teams
✅ RevOps professionals in real estate
✅ Founders ready to scale with better systems
💬 Drop a comment if you want this CRM template
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#CloseCRM #RealEstateCRM #WholesaleCRM #RealEstateInvesting #SalesAutomation #CRMSetup #WholesaleRealEstate #RealEstateSystems #Zapier #ChatGPT #RevOps

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