SellingBee
SellingBee's Client Manager
Manage virtually everything about your clients: contact info, contracts, commission rates.
And more.
01
Start with a lead/client
Did you just get a possible sale lead?
Great! Now add it right into SellingBee. Get the critical info in now, and add more to it as the lead progresses.
02
Work that client!
Keep track of client name, address and more.
Is the client also the payee? SellingBee can handle that.
Does this estate have multiple payees? No problem. Just let us know the distribution across payees and our reports will tell you exactly how much each client is owed.
03
Keep track of talks
SellingBee gives you a convenient private notepad to keep track of any conversations or updates you need to keep.
04
Upsell yourself
Do you offer additional services?
Clean-outs? Appraisal services? Document shredding?
Add them here. And when your client signs the on-line contract, SellingBee will present them with your additional services, which the client can sign up for.
It's an easy yet powerful way to upsell your services and generate additional income!
05
Get your contract signed
Add your contract template right into SellingBee. Add special fields that tell SellingBee to pull specific info for your client and it will automatically be loaded into the contract for your client!
Your contract is then ready for your client to sign! With a click, email or text a link to your contract and your client can view it and sign it on-line electronically!
06
Set up your estate sale!
Once your client has signed, go ahead and set up your estate sale.
And you're not limited to just a single sale. Add an on-line sale to sell some of the better estate items. Then add an in-person sale later to handle the entire estate. You can even do long-term consignments for your client.
Plus, you can create email campaigns for the sale and even issue out entry numbers on-line electronically!
All of this in a single app and always just one click away!
This is only some of the info you can track for your clients.
Handle contract addendums.
Track special sale items (items you've negotiated a separate commission rate for, such as vehicles or high-end jewelry).
Track items the family can't find (like mom's wedding ring), or items not for sale (such as appliances).
Get a QR code that you can use to advertise your sale.
Get access to special sale links to post on your own website or even on other estate sale apps.
And so much more.