Just wanted to reach out and see if anyone has used Infusionsoft in this capacity and what worked and what didn’t.
Essentially, we are a real estate company and we represent our contacts through the buying/selling process. This requires knowing a lot of information that can be constantly updating and changing and being able to communicate that information both internally and externally as soon as possible.
What I’d like to do, is create in the contact record a tab that has the whole sales process start to finish. I will include custom fields, some will be date fields, some will be radio button, etc - and then build automated task reminders behind it.
For example, if I input the projected list date of 11/30/17 into a custom date field, I want to have automation that says - if we are within 5 days of this date and the custom date field for “Photography Scheduled” is empty - create a critical task reminder for whoever is responsible for ensuring photography is completed.
Has anyone done anything like this before? Did you find it more valuable than automation by stage movement? Maybe a mixture of both? Or maybe you have better luck with using the opportunity to track the progress?
Any feedback would be appreciated!