ATTENTION: WHOLESALERS
THE ULTIMATE GUIDE TO SETTING UP A CRM FOR YOUR REAL ESTATE BUSINESS 🚀
82% of real estate deals are lost due to poor follow-up.
Without a clear system in place, leads slip through the cracks, response times lag, and your cost per deal skyrockets.
- Limited Time Offer -
ATTENTION: WHOLESALERS
THE ULTIMATE GUIDE TO SETTING UP A CRM FOR YOUR REAL ESTATE BUSINESS 🚀
82% of real estate deals are lost
due to poor follow-up.
Without a clear system in place, leads slip through the cracks, response times lag, and your cost per deal skyrockets.
- Limited Time Offer -
Fix the Gaps in Your Lead Process
This guide helps you identify gaps, automate workflows, and streamline your CRM so no opportunity slips through the cracks.
Perfect for...
REI Acquisition Pros
Who want to close more deals without wasting time on tech.
Step 1: Get Instant Access
Complete your purchase and receive an email with The Ultimate Guide to Setting Up a CRM for Your Real Estate Business.
Step 2: Follow the Framework
This guide walks you through building, optimizing, and automating your CRM to streamline lead management, follow-ups, and deal flow.
Step 3: Start Closing More Deals
Use the step-by-step system to set up a high-converting CRM, or hand it off to your team for fast implementation.
Step 4: Upgrade & Save
Get the exact CRM setup top investors use! Sign up now and take control of your deal flow today.
For Only $29
What's included?
Table of Contents
For just $29, we’ll walk you through:
INTRODUCTION
🚀 Why Every Investor Needs a CRM
🚀 How Automation Increases Deal Flow
🚀 Who We Are & What You’ll Learn
CRM SETUP
🚀 Choosing a Domain & Branding
🚀 Setting Up DNS & Email Integration
🚀 A2P 10DLC Registration
🚀 Defining Lead Stages & Bucketing
LEAD GENERATION
🚀 Direct-to-Seller vs. Direct-to-Agent Leads
🚀 Importing, Tagging & Tracking Leads
🚀 Data Portal Add-On (Free 1-Week Trial)
PIPELINES & AUTOMATIONS
🚀 Setting Up Lead & Deal Pipelines
🚀 Syncing Lead Status with Automations
🚀 Auto-Updating Workflows & Notifications
FOLLOW-UPS & NURTURE SEQUENCES
🚀 90-Day Follow-Up Blueprint
🚀 AI-Powered Text & Email Sequences
🚀 Internal Team Alerts & Reminders
APPOINTMENTS & CALENDARS
🚀 Automated Booking for Calls & Meetings
🚀 Buyer & Seller Appointment Setup
🚀 Best Practices for Team Phone Number Use
CONTRACTS & OFFER MANAGEMENT
🚀 Setting Up E-Signature Contracts
🚀 Purchase, Assignment & Addendum Templates
🚀 Automating Offer Delivery & Follow-Ups
SELLING DEALS & MANAGING BUYERS
🚀 Creating a Deal Inventory Website
🚀 Targeted Buyer Outreach & Email Templates
🚀 Organizing & Segmenting Your Buyers List
KPI TRACKING & MARKETING ROI
🚀 Tracking Key Metrics & Performance
🚀 Understanding Lead Source ROI
For Only $29
Fix the Gaps in Your Lead Process
This guide helps you identify gaps, automate workflows, and streamline your CRM so no opportunity slips through the cracks.
Perfect for...
REI Acquisition Pros
Who want to close more deals without wasting time on tech.
Step 1: Get Instant Access
Complete your purchase and receive an email with The Ultimate Guide to Setting Up a CRM for Your Real Estate Business.
Step 2: Follow the Framework
This guide walks you through building, optimizing, and automating your CRM to streamline lead management, follow-ups, and deal flow.
Step 3: Start Closing More Deals
Use the step-by-step system to set up a high-converting CRM, or hand it off to your team for fast implementation.
Step 4: Upgrade & Save
Get the exact CRM setup top investors use! Sign up now and take control of your deal flow today.
For Only $29
What's included?
Table of Contents
INTRODUCTION
🚀 Why Every Investor Needs a CRM
🚀 How Automation Increases Deal Flow
🚀 Who We Are & What You’ll Learn
CRM SETUP
🚀 Choosing a Domain & Branding
🚀 Setting Up DNS & Email Integration
🚀 A2P 10DLC Registration
🚀 Defining Lead Stages & Bucketing
LEAD GENERATION
🚀 Direct-to-Seller vs. Direct-to-Agent Leads
🚀 Importing, Tagging & Tracking Leads
🚀 Data Portal Add-On (Free 1-Week Trial)
PIPELINES & AUTOMATIONS
🚀 Setting Up Lead & Deal Pipelines
🚀 Syncing Lead Status with Automations
🚀 Auto-Updating Workflows & Notifications
FOLLOW-UPS & NURTURE SEQUENCES
🚀 90-Day Follow-Up Blueprint
🚀 AI-Powered Text & Email Sequences
🚀 Internal Team Alerts & Reminders
APPOINTMENTS & CALENDARS
🚀 Automated Booking for Calls & Meetings
🚀 Buyer & Seller Appointment Setup
🚀 Best Practices for Team Phone Number Use
CONTRACTS & OFFER MANAGEMENT
🚀 Setting Up E-Signature Contracts
🚀 Purchase, Assignment & Addendum Templates
🚀 Automating Offer Delivery & Follow-Ups
SELLING DEALS & MANAGING BUYERS
🚀 Creating a Deal Inventory Website
🚀 Targeted Buyer Outreach & Email Templates
🚀 Organizing & Segmenting Your Buyers List
KPI TRACKING & MARKETING ROI
🚀 Tracking Key Metrics & Performance
🚀 Understanding Lead Source ROI
For Only $29
TESTIMONIALS
Hear from Our Customers
"Feels Like a Partnership, Not Just a Service"
"We were looking for a way to get our business organized, to get our processes organized, and we really felt like Open Dispo was the best way to go ahead and do that." - Irving Cortes
"The Whole System is Really Smooth & AI is a Huge Bonus"
"I was trying to do all this integration stuff myself, but now it's freed up time so I can concentrate on talking to sellers and locking up more deals." - Alex Barnett
"Open Dispo's CRM has truly changed our business operations"
"With their user-friendly interface and many features, we've experienced a remarkable increase in efficiency and productivity." - Nahieli Davis
"Out-of-the-Box, It Works So Well"
"We were with GoHighLevel before we were trying to manage our own software. It wasn't working out very well. We didn't know how to automate the system obviously the way that Rick does." - Mike Jackson
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Your info
READY TO GIVE US A TRY?
Same Systems as the Best in the Business
Who are you?
Your infoUpgrade Your Order & Save!
TESTIMONIALS
Hear from Our Customers
"Feels Like a Partnership, Not Just a Service"
"We were looking for a way to get our business organized, to get our processes organized, and we really felt like Open Dispo was the best way to go ahead and do that." - Irving Cortes
"The Whole System is Really Smooth & AI is a Huge Bonus"
"I was trying to do all this integration stuff myself, but now it's freed up time so I can concentrate on talking to sellers and locking up more deals." - Alex Barnett
"Open Dispo's CRM has truly changed our business operations"
"With their user-friendly interface and many features, we've experienced a remarkable increase in efficiency and productivity." - Nahieli Davis
"Out-of-the-Box, It Works So Well"
"We were with GoHighLevel before we were trying to manage our own software. It wasn't working out very well. We didn't know how to automate the system obviously the way that Rick does." - Mike Jackson
"30% More Deals with Open Dispo!"
"In his Open Dispo system, he’s literally built everything you need in terms of automations - the pipeline, follow-up sequences, it’s all there." - Steve Tam
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Open Dispo © 2025