Real Estate Agent - Local Folder ICM CRM

For many years, there's been so many CRMs for real estate agents, but what I've found is it's only as good as you use it. Because real estate agents are so reactive and proactive, there isn't enough time to update the CRM yourself (well, there is, but you can use your time better elsewhere) so, from my learnings, I've tried to make an internal CRM using Claude and the ICM folder structure.

I've been building this over about two months. I just had my PB month of listings, 8 listings! previous 5 PB.

The thing I found most helpful is that Claude would find leaks in leads, and give suggestions on who of my buyers could be a seller.

Claude obviously has a better memory than I do and can remember who I should be following up with and who I spoke to.

The current stack is Claude + Plaud (Ai note taker) and just getting into Hermes.

Plaude would note take conversations in home opens and on phone calls, I've set up an N8N automation that would mirror the transcription and put it into my folder structure, and Claude would transcribe it and place things where they need to, buyers / addresses / follow ups ect.

As much as it's helpful, I feel like I need to give an ICM folder update, tend to use a lot of tokens to figure out what im saying and where to look. Maybe I need more Routers / folders within?

Would love some suggestions from the community on where they think I could improve, enhance, or streamline the folder structure.

PS. Anyone a Hermes lord? Would love some help on how I can best utilise as my robot arm.

Love from Australia!!🇦🇺

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