Katerina Gasset

Author Archives: Katerina Gasset

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Do I Need A Real Estate CRM?

Do I Need a Real Estate CRM? 

In this article you will learn the different types of CRMs and some variations for you to choose from. You will be able to make a decision on which CRM platform is the best fit for your business. 

What is a CRM? 

A CRM stands for Customer Relationship Management.  It is typically an online ( in the cloud) system for keeping in touch with your leads, current customers, and past customers.  Think of the old rolodex or card file system thrusted into the future. 

Do you really need a CRM?

The first question you need to answer is: Do you follow up on your leads and contacts? If you don't follow up on your contacts and your leads, and if you don't want to start any time soon, don't invest in a CRM :). There is no point because no matter how much money you spend on a new CRM you are still not going to call people and you are still not going to follow up with your leads. 

On the other hand, if follow up is a part of your daily tasks and you make this one of your top priorities, then taking a look at your options for  nurturing your leads and past clients is in order. 

The big daddy of CRM: Infusionsoft

At the very top of the CRM tier is Infusionsoft. If you need something with all the bells and whistles, this is the clear winner. The downside is the learning curve. You will have to take the time to learn the back end. Or you can do what most people do when they buy Infusionsoft; hire an approved Infusionsoft certified consultant to set up a highly customized system to fit your SOI.  We recommend Lori Ballen's brother, Jeff Helvin.

Jeff Helvin has a history in business development, team management, and making the impossible possible.

He helps develop and build Ballen Brands products and services based on customer feedback and Lori’s intensive research on what’s working in the industry today.

When not holding down the fort at Ballen Brands, Jeff can be found loving his wife and three daughters through a variety of fun adventures, photographing breathtaking scenery, and coin collecting.


  • CRM System - Infusionsoft offers you the upgraded flexibility of managing your contacts. Secure all the necessary details concerning your leads to facilitate and streamline your business process, connect with your clients, keep your agents constantly updated, and many more.
  • Marketing Management - Build relationships and increase leads as a result of compelling and impressive marketing campaigns through emails and forms.
  • E-Commerce Management - Effectively manage all aspects of your e-commerce from inventory to payments
  • Landing Page Publication - Infusionsoft has  landing pages and lead capture forms to connect to various fields in the database, making data gathering simple and easy. 
  • Excellent client support - Delivers excellent client service.

Infusionsoft Benefits 

  • To  Enhance your email ability. The Infusionsoft program changes how you send emails by targeting specific clients on your list rather than sending out scheduled emails to all your contacts. This program additionally makes your emails secure and trusted by providers so they don't land in the spam folder.
  • Lead tools. This software enhances your ability to collect data from your clients. This allows you to learn more about your customers so you can easily identify which best customers to target. It also allows you the choice to automatically assign leads for team members and provides them with the tools to follow-up. Additionally, you can keep track of the latest leads, customers and revenue whether its quarterly or annually. 
  • Client care. More and more customers prefer a personalized marketing experience. Infusionsoft provides you the capability to categorize customers based on their distinct behavior. Doing this makes you more efficient in delivering their needs. You have the flexibility to observe your customer's purchasing behavior so you can create a more personalized buying experience. 
  • Time Saver. Infusionsoft creates an automated process so you have more time to focus on increasing sales and managing customer. Rather than taking care of several processes, you get a more streamlined system for better effectivity. 

To learn more about Infusionsoft click here. 


NEGATIVES  ~ Infusionsoft is expensive! The basic software costs $199 a month. Adding features like eCommerce and sales function will increase your cost to either $299 or $379 a month. On top of that, you most likely will  pay $1,999 for a kick-starter coaching package. 



The essentials which include Contact Management and Marketing Automation costs $199/month. Adding in Sales Automation or E-Commerce will cost you $299. The complete package costs $379 monthly.

The real estate powerhouse CRM: 

If you are doing a lot of Google ads and Facebook ads



Client Management - This software allows you to close monitor and track your client’s site visits and purchasing behavior.

Marketing Automation - Closely monitoring your marketing, from the first click to the closing payment.

Task Scheduling - Keeping track of your needs in one place

Lead Integration and Generation - This software is closely affiliated with 40+ sourced from Zillow, Trulia, Realtor, etc.

Predictive CRM - Automate lead distribution to send leads where and how you want.

Advanced website analytics allows you to track a prospective buyer, monitor team's engagement, customize product websites, and add features like mortgage calculator, home value estimator, etc.


Boomtown is easy to use. It is perfect for new agents to learn the business and organize the high volume of clients that come into your database. The mobile app is easy to use.


This platform is super expensive and if you have only a small team of agents, it can be hard to learn and use all the different tools.


BoomTown costs about $1,000 a month for one to three agents.

Commissions' Inc 


Intuitive Work Platform  - Commissions Inc features are easy to use, easy to call and email, can do seamless drip campaigns, and offer MLS integration so you can track what your contacts want in a home.

Team Management - Designed for big teams and brokerage, Commissions INC has an efficient and productive management team.


Commissions Inc has plenty of lead generating tools, and you can enjoy its various features at a good value. It has a great-looking, professional website. You can create landing pages without any additional price.


It can be confusing to use if you don’t watch the trainings. It’s also pretty expensive.


CINC costs $1500/monthly

Market Leader  


Lead management  - This popular program delivers training and best practice for generating new leads. ‘

Agent and Team Management - Market Leader is popular for its excellent training programs and for consistently aiming for a better user experience

Real-time, user-friendly interface

Listing management - This solution provides a monthly newsletter, multi-channel campaigns and campaign linking.


One of Market Leaders benefits is its ability to stay on top of its marketing game. It uses tools like the monthly newsletter to market to both buyers and sellers. These are sent out on a monthly basis.


Customer service needs improvement.


Monthly fee of $129.



Interactive Application - This software integrated a visual workflow builder in its email campaign.

Automated marketing  - Drip's automated process saves time, easily moves customers to the next phase of the process, connects data to another system, and

Improved subscriber engagement campaigns - Creates emails for targeted subscribers based on a certain profile.

Integrated solution - Drip connects multiple applications and solutions, allowing an easier and seamless transfer of data from one program to another.

Email management - Increases leads through effective emails and forms. 


Better client engagement. Drip's email marketing automation engages prospect better and efficiently.

Increase leads. This software boosts your lead campaigns and allows you to build a relationship with customers with minimal effort and at an affordable price.

Save time and effort. Creating and sending emails become easy and manageable with the help of Drip marketing. 


Drip’s user interface is not so easy to understand. It takes some time to learn and navigate the process, and that’s time away from my other tasks. 


Drip has a three-week trial that you can use for free. Its basic subscription for 2,500 subscribers costs $49/month or $41/month when paid annually.



Automated marketing and autoresponders.  Create automated email campaigns through the drag-and-drop campaign editor based on hundreds of email templates. Tag customers based on clicks and opens. Create customized emails, educational courses, lead enhancing campaigns, etc.

Email management. This software allows you to create and send professional emails and newsletters easily, tracks your email campaign, and ensures email are trusted by providers to make it your inbox safely. Its RSS/blog-to-email functionality automatically produces emails from your recently posted blogs.  

Subscriber management. Aweber increases your email list with mobile-responsive sign-up forms, collect and track information about your subscribers, and sends targeted emails to subscribers based on their information on the database.

Mobile friendly. Aweber email templates are responsive. It lets you track your email campaigns on any gadgets, be it a laptop, a tablet, or a phone.

Award-winning customer service. Get easy and friendly access and Aweber support anytime, anywhere through its live chat and email service.


Aweber is reasonably priced, is easy to use, and offers great support.

It has an easy-to-use marketing tool, which is great for beginners who have yet to hone their technical skills.

The Aweber simple interface is easy to manage and customize, and it also provides excellent tutorials to make this easy.


The main things that would prevent me from using Aweber are its relatively basic automation features and its somewhat outdated tool in creating a newsletter.


Aweber offers five pricing plans.

For hosting and emailing up to to 500 subscribers - $19/month

For 501 to 2,500 subscribers - $29/month

For 2,501 to 5,000 - $49/month

For 5,001 to 10,000 - $69/month

For 10,001 to 25,000 - $149/month



Easy to use CRM. RealtyJuggler has a friendly-user interface ideal for less technology savvy real estate agents. It allows you to make task lists, sends bulk emails and timely notices.

Lead tracking - This software allows you to track leads and gather information from all sources including Contact M, IDX, MLS, Tax Records, and more.

Professionally designed templates - Choose from 101 real estate flyer design templates that can be easily customized and printed in high resolution.

Affordable solutions - Realty Jugglers gives you a pocket-friendly software that answers your real estate marketing needs.

Mobile-responsive software - This program can be accessed anywhere and on any device with an Internet provider.


Realtyjuggler has a simple interface and is easy to use. Whether its sending emails, email tracking or managing contacts, it has all the basic features any agent would need.


Contact migration from your old CRM to Realtyjuggler is a challenge.

Price: Free trials for 90 days. Membership costs $99 a year

Top Producer 


Client Management - Store and retrieve data related to clients and properties. It also tracks company communication and stays updated about contacts and properties.

Streamlines workforce process  - Manage and all aspects of real estate from leads to closing. Integrates dates and other relevant information to calendars to manage schedules and priorities.

Listing Management - Stores and update property listings in the system and connect information on MLS and various listing services.

Email Management - This software allows you to send email in bulk. It features pre-designed email templates, social media integration, sign up forms, and more.


One of the things you'll like about Top Producer is you are able to customize the content. It has great closing coordination plans and you can easily personalize them depending on your client's needs.


Outdated software. It needs to be updated!

Price: Top Producer starts at $40/month.



Lead Management - Brivity uses behavior tracking to send targeted emails to its clients. It also allows for easy follow up.

Intuitive workplace management - Get all your business done in one place. From managing your team, listings, and leveraging your resources to stay organized and productive, you can all do it Brivity. Track your social media performance on dashboards. Impress your clients with its easy communication forms showing listings.

Referrals and repeat business management - Strengthen relationship with your clients through communication and delivering value.


Brivity allows you to organize your business efficiently by acting like a private assistant. It reminds you of what must be done, email clients, update client's account, and staying on top of your listing marketing pages.

It allows you to create a customized plan, then guides you in following the plan while doing your work. On top of that, it creates attractive web pages for your listings.


Brivity is relatively expensive when compared with other real estate CRM’s.

Price : Basic CRM starts at $99.99/month



This user-friendly solution is specifically designed for Realtors.

Marketing Automation System - This platform helps you manage your business efficiently, generate service reports, and achieve your goals better.

Contact Management - Organized and efficient way to create database of contact information, has all the details to help you get in touch with past clients and new leads. Set automated reminders to important dates.

Lead Management  - Features IXACT contact which makes lead capturing fully automated.

Sales Pipeline Management - Learn what you need in a glance through its visual graphs and charts.

Mobile-friendly. Take your office wherever you go. This platform can be accessed even on mobile.


Very easy to use and affordable.


Needs better integration with other platforms. Price is a little expensive.

Price : Free 5-week trial/ $33 a month

  • List Element
  • List Element
  • List Element

[Webinar] The Truth About Facebook Ads

I am in some top level mastermind groups and master classes where we learn what works on Facebook ads, Facebook marketing, and other social media platforms. 

We don't just learn what ads are working, we learn about human behaviorial psychology because we must understand what makes person click on your offer, fill out a form, call you, etc. 

We are currently learning about long form ads and video ads. Video is very compelling and works very well in ads. Long form has always worked in sales letters, news promotions, direct mail, and website content. It has worked for eons because human beings love stories. We are attracted to stories. 

The people I learn from and others in these masterminds who run BIG FB ad agencies, and work with Fortune 500 companies; know a thing or two about Facebook ads. Some of these agencies are running over 10 million dollars each month on ads. Some way more than that. 

I see the numbers, I see the breakdowns… it is first hand information. 

Now, this past week, I got an email from a person doing a Facebook Ads webinar for real estate agents. So out of curiousity I signed up for the webinar. I am happy I attended even though it was enough to make me gag. I like to see what someone selling to agents has going on. It was horrific. 

As I looked at the ads I could see right away how old fashioned the copy was, how fake and used car salesman style the graphics were, and how NOT to do your ads! 

This is the thing: 

If you really think people are stupid enough to click on hokey pokey ads that truly offer no value, and more so, that they will convert into buyers and sellers—- well—- I have some swamp land in Florida to sell you. 

Human beings evolve, they learn about marketing tricks, and they develop what we call, “banner blindness” towards ads. 

This guy's ads LOOKED like ads. 

Let's think about where these ads are showing up again… in someone's news feed. 

Facebook is NOT  a place where people are hanging out to see ads. They are there to see photos of their friends, share the news about their dogs and kids, etc. 

So WHY would you shove an AD in their face —- like— how is that working out for you? 

Yes, you will get clicks if you pay enough for those clicks and Yes, you will get some leads, but they will NOT be highly qualified leads. 

Think about it. It is human behavior. 

You need to get around 100 leads to get 1 good quality lead. 

But what if you could get 5 to 12 high quality leads each month from your FB ads? 

I don't know about you, but I would much rather follow up with 12 really good leads for  few months than to have to hunt down 100 poor leads and hope one turns into a good one. 

Join me as I show you in The Truth About Facebook Ads how to create your ads and the funnel that will actually work. 

DATE: Tuesday July 24, 2018

TIME: 11 a.m. Eastern Time 

WHERE: On my Website! 

REGISTER NOW to reserve your spot: 

( add link here – use a tracking link) 

When you register you will get a link to go to on the day of the event. 

We do try to record the webinars and most of the time there is no issue. 

However, we are in hurricane season, thunderstorm season and we do lose power. 

If that does not happen, we should be good for the recording, which you will be sent via email  a few days after the LIVE webinar. 

See you there! 

7 months ago

[FREE TRAINING] How To Get Leads from Your Facebook Ads

Join me on my webinar: How To Get Leads from Your Facebook Ads


Discover the 5 things you need to do to get more leads from your Facebook ads by 10%, 30% or even 500% … 


LIVE webinar is on: 

Thursday May 10, 2018 

12 noon eastern time 


REGISTER NOW by clicking the link here: http://delegatemytasks.com/WebinarFacebookAds


KAPOW!!!!! I'm running a FREE “LIVE” training workshop ( webinar) … where you'll learn exactly how to create your Facebook Ad strategy to get more and better leads into your sales and conversion funnels: 



Are you tired of spending time and money on Facebook ads that don't get results?


Are you sick of trying to get your ads to convert? Are you tired of your ad cost going up and up? 


Do YOU want to learn how to REALLY generate leads through your Facebook ads? 


After spending a lot of time and money, trial and error on Facebook ads over the years I decided to learn from the best in the ads industry. I took courses from Molly Pitman who was in charge of over $10 Million dollars in adspend for Digital Marketer. Yes, she spent over 10 million dollars in ads and knows a thing or two about Facebook ads from all that! I took her courses on customer acquisition. 


I not only took her courses but I sought out other training as well from top Facebook marketers. I earned the Certification of being a Customer Acquisition Specialist and am now ready to share with you what I learned and what I am implementing in my business and the businesses of our clients.


Don't miss this webinar training:


10 months ago

Reminder: Webinar on Graphics to Make Your Business Stand Out in 2018!

Just in case you missed the previous post, here are the details for my webinar:


What:  Webinar on Graphics to Make Your Business Stand Out in 2018!

When: Tomorrow, February 8th at 4pm EST


In this workshop I will be sharing with you some tools that are free and nearly free to use to help you make your graphics stand out.


I will go over branding, when and where, and how much…

How to get your peeps to engage with your posts!

This is a game changer so you don’t want to miss the webinar.


Click here to register now!

Graphics to Make Your Business Stand Out in 2018!

How do you WOW your audience? How do you grab their attention and have them look at your content amidst all the noise and clutter? 


Facebook announced major changes in how they will show your posts!


This is a game changer for all of us! Not something we all wanted to hear but most of us knew this would be coming!


So what to do?


One of the things that will help is to really make your graphics stand out.

You MUST get people to engage with your posts!


This works on Facebook, on your blog, on Twitter, on Pinterest, on Instagram… because after all…

A picture speaks 1,000 words.


In this workshop I will be sharing with you some tools that are free and nearly free to use to help you make your graphics stand out.


I will go over branding, when and where, and how much…

How to get your peeps to engage with your posts!

This is a game changer so you don’t want to miss the webinar.


When: Thursday February 8 

Time: 4 p.m. Eastern Time 

Where: click the link below


Register now for this webinar and mark your calendar!



Use the tactics from this webinar, apply this on your Facebook page and other social media.


If you are one of our Get It Done For Me clients – we will be focusing on these graphic changes throughout 2018 and measure the responses, the engagement, etc.

last year

Webinar: Get Found Online! Get More Listings & Buyers!

   Get Found Online To Get More Listings and Buyers! 

You will discover how to create more touchpoints in your online marketing, listing marketing and social media marketing while saving a ton of time and money! 

You won't want to miss this hands on training loaded with tips and tactics to bring your listings, your branding, and your name plus keywords to the top of Google and other platforms for the best exposure. 

                       If you can not make it to the training, if you register, you will get a copy of the recording. 

Celebrating Our 1st Year Anniversary for Get It Done For Me – Virtual Services

What a journey this past year has been! Firstly, owning a virtual assistant company was never even on my radar much less on my goal list. 

One thing I have learned over the years is to be aware of what doors God opens for me. He knows more about what I need to do than I do. He is in control. If I but choose to do his will, I will not go down the wrong path. 

I like to be in control and I want to do everything on my own without reaching out to Heavenly Father. I pray for things that I want, that I know I want, and not for what he has in his plans for me. 

Well, this virtual assistant company was a blessing. It was a gift from God. There is no other reason why I would acquire a company.  So when the very clear advice came to me from the holy Spirit I knew this was the way I needed to go. 

And how right that decision was!!! 

The short video above is about half of our team. The ladies and gentleman in this video are in our Manila department. The Cebu department will be having their party in November. 

I had faith that everything would work out. After all, if Heavenly Father wanted me to work my tail off in this company he would also make sure I was successful!  I took a HUGE leap of faith in order to acquire, revamp, and grow this company. 

Well, a year later and we have GROWN!!!!  My how we have GROWN!!! 

And to top it all off... we are successful beyond my expectations for a company being in business only one year. We have a lot of team members in the Philippines working part and full time. 

My main financial goal I wanted was to not be in the red even in the first month in business and I wasn't! 

My main client goal was to make sure our communication system was top notch and it is! We use Trello for our communication and our project management system! LOVE IT! Our clients LOVE IT!!! 

My main team member goal was to make sure that each VA excels in their passions, in what they love to do. This way, we have specializations which brings higher quality output. 

There is always room for improvement.  Where I have been weakest is in the exact part of the business we do for all of our clients! My own marketing!  

About 80% of my clients are referrals and past clients, website clients, coaching clients, etc. The other 20% are clients I meet on Facebook, in FB groups. I have been so blessed I have not paid for an ad yet and I am still so busy with new clients to onboard that I don't have time to market to cold leads. 

My new goal for this quarter was to create the Get It Done For Me Virtual Services Facebook page! I did that this past weekend. 

Please stop by the Get It Done For Me Facebook page and give it a like! 

Click this link: https://www.facebook.com/getitdoneforme/

Who do you know who is ready to move their business forward by outsourcing their tasks? 

 Time to Delegate Your Tasks! Text me at 561-502-1577 to get Started!!!

What Does Avocado Toast Have to Do With Real Estate?

No matter what NAR and media try to tell us, your local markets are what speak to you in the business of real estate.


For years now, NAR and other housing advocates have been using their bull horns to announce how we all must learn how to work with Millenials.


Dozens if not hundreds of articles appeared for years in industry magazines and online with tutorials on how we have to learn how to communicate with the Millenials because they are going to be largest home buying generation ever.


Fast forward to reality: in many markets, this has not translated into the number of projected transactions. 


See the thing is… many Millenials care more about buying Avocado toast at $19 and Starbuck's coffee at $ 5 a pop than they do about buying a house.


Just as with all generations, millenials come in two types, those that have the money to buy a house and those that don't.


The lessons the Millenials did learn from watching their parents buy houses they could not afford and then lose those homes to foreclosure was maybe ,just maybe, buying a house is not worth all that stress. Maybe if you really can not afford to live your life the way you want to live your life and own a home along with it, maybe not buying a home is the better option.


For Millenials who don't have the money to put down as a down payment, many of them moved in with their parents after they graduated from college. There are those who perhaps are single moms trying to support their kids and need the support of their own parents just to get by.


There is no judgment here.


What is important to one person may not be important to another person. 


When I was growing up, owning a home was what you did to prove you are a responsible adult. But if you don't want to own a home, why should you be made to feel as though you have to just to be called a mature adult?


Where does the Avocado toast story come from? 


There is a real estate developer in Australia who is upset that millenials are not buying the real estate he is building because they spend their money on Avocado toast. He was on the Australian version of “60 Minutes” and his story has become viral.


So what he is offering the Millenials is: free avocado toast for 12 months if they will buy his 2 or 3 bedroom townhouses. 


A lot of older people think that the priorities of young people are messed up. Well, young people are that, they are young. They may not at this time fully comprehended the fact that every choice has a consequence.  But it is still their choice.


Instead of spending all the money the media and NAR, etc did trying to get real estate agents to understand how to sell a millenial a house, maybe that money would have been better spent in research on why they think the way they do, what drives them to make the decisions that they do.


For many Millenials, they say they want to enjoy life without the stress they see their parents live through. They want to be able to move around, be mobile, and not stuck with a house payment for 30 years. 


The best research was right in front of our eyes. One of the things the politicians were counting on was that they could mandate young people to buy health insurance. They worked tirelessly barking up the wrong tree. They even created media and videos to try to reach the young people and get them enrolled into the Obamacare. It fell on deaf ears.


The majority of the young people do not have any interest in buying healthcare. I am not saying this is right or wrong. What I am saying is, they are not thinking about health insurance. Youth don't think about the future in those terms.


This huge miscalculation which only proved how out of touch the government is with young people, was one that anyone who is trying to figure out this generation could have seen coming.


There will be millennials that buy homes but not anywhere near the projections from several years ago. 


So if you are in a market where there are a lot of Millennials maybe you can offer to buy them a year supply of Avocado toast if they buy from you.

last year

Webinar: 7 Questions You Must Ask Before You Buy or Build a Website

Join me on my workshop to discover the 7 most important questions you must ask before you buy or build a website.

7 Questions To Ask BEFORE You Buy or Build Your Website

In this free workshop you will discover:
  •  7 Questions you need to ask before you buy or build your website or revamp your old website or ramp up your website.
  • The one page on a website that gets the most clicks and how most agents don't even have this page optimized.
  • What search engines look for when they crawl a website and if you have what it takes to make them happy.
  • Find out if your website is up to the task of ranking or do you fall below to your competitors.

Get on the workshop early to put your site in for a quick review.

You must be live on the webinar to have your site reviewed.

To sign up for the workshop- you need to get my Free Blueprint- “8 Pages You Must Have on Your Website” first.

You will need to know this information before the workshop.

Register to get my Free Blueprint: “8 Pages You Must Have on Your Website”


The live webinar is on Wednesday, April 19th at 3:00 pm Eastern Time.

Register now: https://www.katerinagasset.com/7QuestionsToBuyAWebsite!

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