105 [Video] » Why Rick Uses Evernote For His CRM » Rick Hein




Real Estate Investing Mastery Podcast show

Summary: In this episode, I’m talking with Rick Hein – a friend and fellow tech geek, like myself. Rick is a great success story… he had lost his job – knew nothing about REI but jumped in anyway – quickly learning as he went along and is now killin’ it. You guys know I love technology and use it in my business… so today, Rick is going to share with us software that he uses as his CRM – Evernote. It’s actually really simple to implement and use, and Rick’s gonna walk us through step by step how the system works and how we can use it to manage leads, deals, contracts… basically, everything in your REI business. Get ready to take some notes, friends, this is good stuff. Here we go… Watch and enjoy: https://www.youtube.com/watch?v=9f8_R_KRVWQ What's inside: 4:50 – Rick tells us about his background and how he got started in REI 8:08 – Why Joe likes working with Rick 11:39 – Why buyers are Rick’s main focus 21:35 – Rick explains what Evernote is and walks us through – step by step how it works 38:37 – Rick talks about attachments in Evernote 43:22 – How to set up reminders in Evernote Free Bonus <a style="" href="https://joemccall.leadpages.net/leadbox/14ffa1473f72a2%3A9446a4313/5845099913150464/" target="_blank">Click HERE to Access Rick's Evernote Template</a> Mentioned in this episode: Get <a href="http://joemccall.com/coaching" target="_blank">one-on-one coaching with Joe</a> Rick’s website <a href="http://www.investwithintegrity.cc" target="_blank">Invest With Integrity</a> Rick’s email address <a href="mailto:Rick@investwithintegrity.cc" target="_blank">Rick@investwithintegrity.cc</a> <a href="http://www.Realestatetools.com" target="_blank">Real Estate Tools</a> <a href="http://www.realyields.com" target="_blank">Real Yields</a> <a href="http://www.Evernote.com" target="_blank">Evernote</a> <a href="http://www.podio.com" target="_blank">Podio</a> <a href="http://www.zillow.com" target="_blank">Zillow</a> <a href="http://www.RealEstateInvestingMastery.com" target="_blank">Real Estate Investing Mastery</a> Tweetables: [Tweet " Focus on the buyer; treat them like gold because they can keep deals moving for you"] [Tweet "Evernote can be used like a CRM to keep you organized with all your deal details in the same software"] [Tweet "Coming in a close 2nd to Podio: Evernote. It'll help you stay organized; and access it on any device"] Transcription: <a href="http://www.realestateinvestingmastery.com/wp-content/uploads/2015/04/REIM-105-Why-You-Might-Want-to-Use-Evernote-for-Every-Deal-Every-Time.pdf" target="_blank">Download episode transcript in PDF format here...</a> Joe:      All right. Hey, everybody. Welcome! This is the Real Estate Investing Mastery Podcast and this is a special show. Rick, you're live. It’s like millions and millions of people are watching you right now. Rick:    I'm excited. Joe:      Trillions of people are watching you right now. Rick:    No pressure. Joe:      Guys, this is my good friend, Rick Hein and this is a special podcast. I don’t know if I have ever done one like this before. I'm wearing the nerdy goofy looking headphones, and Rick is wearing the cool Mac earbuds. But, this is a going to be a different little show. It won't take long. I'm big on technology. I love all the newest, coolest, greatest little gadgets and Rick is kind of the same. But, he keeps things really, really, really simple and that’s one of the keys to his success. We're going to talk about Evernote and how he uses Evernote as a CRM,