![]() With Basecamp’s ‘To-Do’ function, you can build checklist templates for each stage of a transaction, ensuring nobody misses a beat. ![]() Together, users can create calendars, set deadlines with reminders, assign responsibilities, and work together on documents. Agents can use it to organize their own responsibilities, but its features shine when teams use it for collaboration. Like Asana, Basecamp is ideal for improving real estate agent productivity. Basecamp – Keep Everyone Involved and on Track You can pay for premium features, but the no-cost version will be sufficient for most real estate or mortgage teams. Team members can delegate tasks to each other, schedule deadlines, and connect with colleagues inside the app, which is available on both desktop and mobile (which means Asana can go where you go.) Monitor progress at-a-glance and see assignments that need more attention or are slowing your systems down.īest of all, Asana is free. You can connect Asana to other programs like email and your CRM.Īsana makes assigning tasks like ordering office supplies, scheduling inspections, communicating with clients, and marketing your listings a breeze. For example, you might create a checklist template that you can use for each new deal, including all the emails to send, documents to gather, appointments to schedule, and people to contact.Īsana makes it easy to see who is responsible for each task, when it’s due, and how it’s progressing, so you don’t forget anything important. When you set up checklists, tasks, and subtasks (you know, the things you need to do in order to do the thing you need to do? Of course you…do ?) you can add due dates and check items off as you complete them. It’s kind of like a to-do list on steroids, and it’s super easy to use. There are loads of task management tools that can help boost real estate agent efficiency. Asana – Track Your Real Estate Deals from Start to Finish ![]() We’re outlining what we like best about each to make the decision easier for you, but you don’t need all three. One thing to note, though-all three tools serve essentially the same function. Most of the project management tools have free versions you can try out to see which one you like best. And project management for real estate doesn’t need to be expensive. We’ve pulled together three great options for project management tools for real estate agents so you can focus on building relationships and closing sales, and stop sweating the small stuff, just a little.
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