Romans CRM delivers automated prospecting, pre-built content & workflows, lead scoring, built in dialer, dedicated account manager & a 20 yr CRE pro to guide you to success on a Done For You or Done With You plan
Say goodbye to idle contacts collecting dust in your CRM!
Simplify your CRE prospecting by using automated email, text, and voicemail campaigns in a powerful CRM platform.
It's like adding rocket fuel to your CRM!
WITH ROMANS DONE FOR YOU SERVICE, YOU GET
Account Manager
You will have a full time account manager who can setup your account, build workflows, import lists, modify contacts, build marketing collateral, jump on zoom calls and more. Your account manager is an expert at using our platform and can save you a ton of time and money, also eliminating subpar support issues that you commonly see with other providers.
20+ Years of CRE Experience
Travis @ CRE Romans has been in CRE throughout his entire career. He has built and mastered how to create and execute on CRE automation campaigns. Travis makes himself available to users to bridge the gap between the technology and CRE. Along with your account manager you won't find a more dialed in team that can build a machine unique to your CRE business.
Hiring A Team That Romans Provides On Your Own Would Cost You More Than $2,000/Month!
Full CRM
Get a CRM platform for contact management, list creation, tagging, note-taking, calendar syncing, and team collaboration.
Prospecting Automations
Utilize automated workflows to schedule and send emails, texts, and voicemails to your contacts.
Built In Dialer
Boost call productivity with our one-click dialer. Make 10x more calls from your custom call lists. Leave pre-recorded voicemail if no answer, and move to the next call!
AI Content Creator
Streamline content creation with our personally trained AI. Let our CRE expert AI system create highly personalized messages that will be sent to your prospects. Say goodbye to boring generic prospecting materials.
Lead Scoring
Our system keeps track of how interested your potential customers are when they receive your messages. It then gives a score to each lead, so you can always know which customers are engaging the most with your message. These are your hottest leads!
Marketing Suite
Get rid of all the other platforms you use for designing newsletters, landing pages, emails, surveys, and forms. Romans gives you one marketing suite to create anything you need for your business.
Outbound Caller
Full trained AI caller assigned to your account who will make your outbound calls for you to confirm data, generate interest from prospects and book calls on your calendar.
VA Network
Access our network of pre-vetted VAs trained in CRE. They can handle list building, cold calling, marketing, and admin tasks. Effortlessly boost lead generation with seamless integration. If you like we will even make your outbound calls for you!
Mobile App
No matter where you are, our mobile app lets you add potential customers to your CRM and automation campaigns. You can also see all your conversations in real time, so you can respond at any time.
Full Support
Our 24/7 support team helps set up your account fast. We'll guide you daily with 1-on-1 support and group calls. We want you to succeed and will give you the guidance and support you need to match up your technology with your CRE specific business.
Community
Get access to other high producing CRE professionals on our monthly group calls. We discuss best practices and share our wins together. No longer are you walking this journey alone!
HOW IT WORKS
Kickstart your success with Romans DONE FOR YOU or DONE WITH YOU plan! Our team takes care of all the heavy lifting, allowing you to hit the ground running. In just 2 weeks, we'll have everything set up and ready to launch your first campaign.
1. We Import All Pre Built Automation Workflows
*Done For You & Done With You Plan
We remove the work of creating the complex automation systems for you.
When you signup, we will quickly import all of the pre built automation workflows into your new account, saving you time and money.
Then, on the Done For You plan, together we will build the workflow sequencing for your emails, texts and voicemails to be sent. We will also build any new workflows you want at any time. This is the roadmap for your entire campaign.
Sample automation workflow.
Can be setup for any niche in CRE: investment sales, investors, tenant rep, LL rep, etc.
2. We Build The Content For You
*Done For You & Done With You Plan Only
You get full access to our AI System that has been trained on all things related to commercial real estate. The AI will generate personalized messages to your prospects based on where they are in the buying cycle.
3. We Import Your List
*Done For You Plan Only
On the Done For You plan, you can send us your list in phases or the entire list at once. We can import the list for you and make sure everything is setup correctly to launch the campaign to your list.
No list? No problem. You can utilize our VA network to find someone to build your list for you.
4. We Launch Your Campaign
*Done For You Plan Only
Once you approve the list and content of the emails, texts and voicemails, we launch it and you start getting responses from your leads in real time.
Reach out to those most highly engaged and close for a meeting.
5. We Work With You To Make It Successful
*Both Done For You & Done With You Plans
We constantly monitor what is working and what isn't. Then make refinements to the process until you are attracting the right clients on a regular basis.
You also get membership in our group forum, monthly calls and full in depth training on how to use the platform for yourself.
Trusted By:
OPTIONS & FEATURES
The Romans team manages the entire account on your behalf (Done For You)
Proprietary automation software
Unlimited users, contacts & campaigns
Dedicated account manager to build workflows, landing pages, ect.
24/7 support via email, chat and zoom
Full CRM capabilities
Access to VA marketplace where you can hire prequalified outbound callers and list builders
Calendars, tasks, notes, follow up
Mobile app
Emails, texts and voicemail drops sent automatically
Pre built workflows, content and landing pages
Lead scoring applied to prospects
Call lists automatically created
Monthly group calls with CRE Romans users
Weekly training on how to use the system
Weekly training on how to generate new business
What Others Say About Romans
BUILT BY A CRE PROFESSIONAL EXCLUSIVELY FOR CRE
We are not your typical lead generation platform.
With 22+ years of experience in CRE, we have developed a lead generation system based on extensive testing and using various CRM platforms.
Delivering high-quality automated prospecting in the CRE industry so you can focus on high-value tasks.
STEP 1
FILL OUT ONBOARDING FORM
After signing our proposal, we'll have you fill out an onboarding form so we can understand more about you and your business
STEP 2
ACCOUNT SETUP
We'll take all the information from the onboarding form and set up your inboxes, build your lead list, create the workflows and write your campaign messages.
STEP 3
ONBOARDING TRAINING
Go over the ins and outs of how you can use the system most effectively and get comfortable with the platform. In less than 1 hour you will be able to navigate the entire system on your own!
STEP 4
LIST UPLOAD & CONTENT APPROVAL
Upload your list of prospects and select the content for your first campaign. Once it's approved by you we are ready to launch.
STEP 4
CAMPAIGN LAUNCH
After your campaign content, cadence and lead list has been approved, our team will launch your campaign
STEP 5
LEADS DELIVERED
Once the campaign is launched, we'll deliver prospect responses directly to your inbox with our seamless email integration
