Four Real Estate CRM Tips to Make Things Run Much Smoother

Four Real Estate CRM Tips to Make Things Run Much Smoother
Four Real Estate CRM Tips to Make Things Run Much Smoother

While selling homes is the primary concern of any real estate agent, customer relations management (CRM) is also of the highest importance. This is because, without those customers, there is no chance to move that commission-driven real estate opportunity. But real estate CRM is not quite as easy as it should be, at least not for everyone. Fortunately, the process doesn't have to be as difficult as it has been in the past. With these four tips, you can make the real estate CRM process easier than ever.

1. Keep Everything Together

One of the biggest issues that agents have is that they keep their client contact information in several places. This only leads to confusion and can ultimately lead to lost contact information for clients that may have been interested in a property.

It is understandable to have multiple resources - spreadsheets, sticky notes, emails, and so on - but keeping things in one place means that there is less of a chance that it disappears into the ether. Keep yourself organized and all of your CRM info in one place and you are unlikely to misplace it again.

2. Track the Numbers

There is a plethora of data analytics tools available today to find out where you are having the greatest amount of success reaching your target audience and where you can use some work. Apply this to your CRM strategy.

Take a look and see how many people are opening and clicking on the emails that you send, who is engaged in your messages, and where your hot leads are. Having a marketing campaign in place is great, but not understanding its impact can be a waste of time and money and make for an ineffective tool.

3. Add a Contact Each Day

The concept is a pretty simple one: for your real estate business to grow, you must grow your contact database. Having a daily goal of adding a contact is a great way to interact with potential clients and also to gather those leads that could turn into a potential sale down the line.

Going prospecting for contacts can mean you will have a litany of names to turn to when you find a new opportunity on the market that could present a big payday with the right networking applied.

4. Capturing Leads Automatically

Leads are one of the essential aspects of the real estate market. As helpful as adding contacts and putting them into one place can be, that is just the tip of the iceberg. Being able to prevent those leads from slipping through the cracks can make the difference between a few leads and a few conversions.


With a good real estate CRM like IXACT Contact on your side, much of the process can be automated and organized, ensuring that you are keeping all of the essential information that you need as organized and easily accessible as ever before. Don't make the process of finding contacts more difficult than it needs to be.

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