Mint Strategies
What We DoAbout Mint Strategies01Audit02Visibility03Website04CRM05Monthly Plans
Free Company Audit
Industries We SupportConstructionField ServiceReal EstateHome InspectionProfessional ServicesView All Industries
Find Your Industry
Systems We ConnectHubSpotBrevoBuilder PrimeFieldPulseFollowUpBossSee All 28 Integrations
We Build the Connector
What We PublishContact UsBlogGuidesBlueprints
Contact Us
Client Login

Blueprint

Real Estate

The CRM is not empty. It is full, and nobody owns anything in it.

At a Glance

Layers
8
Install Steps
5
Setup Pages
3

What This Is

The Stack, and Why

The normal starting state is thousands of records with no owner and no next action, which has quietly taught everyone not to trust the system. The build is assignment, stages and sequences — in that order, because cleaning the backlog first fails while the intake is still unrouted.

System of Record
FollowUpBoss
Leads, owners, stages and action plans. One person responsible for every record.
Intake
IDX Feed + Typeform
A registration becomes a tracked record with a source, not a notification.
Marketing Layer
HubSpot
Where a marketing function exists alongside the pipeline and needs its own reporting.
Phone
Aircall or Twilio
Call tracking attached to the record, so first-response time is measurable.
Documents
PandaDoc
Agreements and disclosures out of email threads and into a tracked flow.
Automation
Make
The handoff between IDX, CRM and everything downstream.
Reviews
Review Automation
Fires on close, routed to where the profile is thin.
Visibility
Google Business Profile
The profile most agents claimed once and never revisited.

Install Order

Sequence Matters

  1. Assignment rules first, so records stop accumulating without an owner.
  2. Stages cut down to the ones that describe real decisions.
  3. The first-response action plan, which is the highest-leverage sequence in the funnel.
  4. The IDX handoff, so source data starts existing.
  5. Only then work through the existing pile.

What It Replaces

Before This

An inbox, a spreadsheet of follow-ups, and a CRM everyone has stopped opening.

Real estate is one of six verticals reasoned from the pattern rather than delivered work.

On CRM selection. Where your industry platform already holds the customer, it is the CRM and we configure it. HubSpot comes in for what it does not do. Every stack is chosen against written requirements, with live demos, before anything is bought.

Platform licenses are billed by the vendor. We hold no partnership or reseller relationship with any platform named here.

Free Company Audit

Find Out Where You Stand

  1. 01
    Fill In the FormTwo minutes. No login, nothing installed.
  2. 02
    We Score Eight ThingsWhat customers can see, against the top three nearby on Google Maps.
  3. 03
    You Get Your Score CardAnd what to fix first. Free, in two to three business days.
We need the company name to find the public signals.
Tell us who the Score Card is for.
Enter your website, or type none.
Enter a phone number with the area code.
We send the Score Card here, so it has to be right.

Free. Used only for your Score Card, never shared. We may text your number about the audit; reply STOP to end that. See our Privacy Notice.

Request Received

Your Score Card arrives within two to three business days, at the address you gave. A confirmation email is on its way now: reply to it with any question, and a person will answer.