Shannon Yousefi, Director of Operations at Whissel Realty Group, breaks down the three tools that power their top 10 team: Follow Up Boss for lead management, Open to Close for transactions, and Monday.com for admin records. The integration lets their data scientists actually use the data.
Here are the three tools that Whissel Realty Groups built operations on.
Follow up boss is like the beginning stages, right? That's very much all the agents use that. That's like our core thing specifically for listing and transaction management we use open to close which also has a follow up boss integration. So that's how they can come in and see things in real time and where things are at. Which is incredible. It's been like a game changer for us. I'm more admin facing than, than agent facing really. And so most of the admin staff, we use Monday.com as kind of our backbone. That's where everything kind all our, you know, records and all that good stuff, those three things all work together. Because what Monday allows us to do is like take data and make it digestible. Things get logged in fub but they also are logged in a way that our data scientists can come in and pull numbers and all that stuff real easy.
Director of Operations Shannon Yousefi talks ops, sales data and tech. Go inside Whissel Realty Group, our special nine episode series right now on real estate Team OS.
Zillow, PPC, Referrals… what’s actually working in today’s market? #realestateteam
