Currently on a team that uses Fathom and is switching to Gong. The BEST feature fathom has, is it’s demo note summary. You click on sales (my role, but there are others), and it pulls together this summary. it is critical for my role and remembering everything important during the demo.
As is, it is better than Gong’s summary/highlight area by a mile. Here’s an example down below of a Fathom note summary. (I redacted as much personal information as I deemed necessary, but they are not redacted when getting the summary). As you can see, this is clear, concise, has a flow to it. It’s a pretty amazing summary tool. I really need this to be in Gong better than the current. The highlights are short, and the summary has no set flow, and is written out way too long and not sectioned as well as Fathom.
For the record, I really like Gong. But Fathom’s demo summary is vastly superior at the moment.
Thank you for any and all insight!
[REDACTED], a real estate agent looking to start his own brokerage in [REDACTED]. He has 10+ years experience in real estate and is a serial entrepreneur.
The call was set up to demo Brivity's CRM/marketing platform. [REDACTED] is looking for a solution to help him start his new brokerage.
Just [REDACTED] and his wife to start. Looking to grow to 5-7 agents.
Not explicitly discussed.
[REDACTED] stepped away from using LionDesk CRM over the past year. He wants to get back into having a CRM/marketing solution.
- [REDACTED]hates paperwork and wants automation to help manage transactions.
- He wants something all-inclusive rather than piecing together separate solutions.
- He wants to easily create marketing campaigns since it's not his strength.
- CRM with transaction management
- Marketing automation
- Integrated website builder
- Previously used LionDesk CRM
- Has experience with CRMs and ERP systems
Other Solutions Under Evaluation:
Looked at other CRMs but likes Brivity's all-in-one solution.
Looking to make a decision in mid-December once brokerage licensing is complete.
No details discussed.
Follow up call scheduled for December 11th to discuss moving forward once licensing is complete.
What brought you to [REDACTED]?
[REDACTED] previously lived in the [REDACTED]. He and his wife decided to move somewhere warm.
How long have you been in real estate?
Did you do real estate in [REDACTED] before moving to [REDACTED]?
No, [REDACTED] got into real estate when he moved to [REDACTED].
What is your team structure going to look like?
Just [REDACTED] and his wife to start. Looking to grow to 5-7 tight knit agents doing 40-70 transactions per year.
What CRMs have you used before?
Previously used LionDesk but stepped away about a year ago.
Do you plan on doing advertising?
Yes, wants help creating marketing campaigns since it's not his strength.
How are you capturing leads from open houses currently?
Just a sign-in sheet.
Have you done geo-farming campaigns before?
Yes but finds them painful to set up and manage. Likes the idea of automating campaigns.
Any other CRMs you're evaluating?
Looked at several but likes Brivity's all-in-one solution.
What's your timeline for making a decision?
Mid-December once licensing is complete.
What does Brivity do?
Provided an overview of Brivity's features - CRM, marketing automation, website builder, and more all in one platform designed by a top agent.
How does the open house tool work?
Explained the open house tool that creates a QR code to capture leads and provides real-time data on attendance. Can trigger follow up automation.
How do the postcards work for farming campaigns?
Demoed the postcard feature that makes it easy to create customized postcards and target specific neighborhoods. Postcards are printed and mailed automatically.
What marketing options are available?
Overview of digital marketing capabilities - Google PPC, Facebook ads, retargeting, etc. Brivity's team can manage campaigns.
How does the website builder work?
Showed examples of website designs. Website is connected to CRM and easy to update as team changes. [REDACTED] controls the backend like WordPress.
What is the pricing?