Product        Blog        Resources         Pricing

Why All Real Estate Agents Need a CRM

Yes, we’re making the claim that ALL real estate agents should have a reliable and solid CRM. If you’re an agent and on the fence about investing in a program, we’re here to change your mind. Ok, let’s start with the basics. 

CRM, short for Customer Relationship Management, is a software or system that helps agents to manage their clients and easily turn leads into long term clients. Think of a CRM as an online database where you can easily communicate with clients and build a relationship from start to finish! Your CRM can help you through all the stages: lead generation, closing the deal and staying in touch. 

Let’s talk about what exactly a great CRM can do for your business. 

Stay Organized

There are a lot of benefits to having a CRM and one of them is organization. A CRM allows you to keep track of all of the information you’ve received on or from current and prospective clients and makes it easy to find! With the touch of a button you can track down any client’s contact information and view their activity (Did they receive your email? Have they clicked on your website?). Your CRM can automate tasks and workflow such as follow up messages and emails. Some CRMs will even record and transcribe all of your calls so you can easily review them later. You can program your CRM to schedule all of your communication and prioritize different contacts on your behalf. Plus you won’t have to search manually for everything since your CRM is basically a database programmed to help you find information in seconds.

Stay in Contact

Never lose touch with a client. Your CRM will allow you to maintain consistent and personalized communication with your clients at every stage of your relationship with them. Be proactive with your interactions with them by scheduling reminders or even messages to send to them at certain times (who doesn’t love a nice message on their birthday or the holidays from their local area expert). Your follow up will be professional and efficient and let your clients know that you care! Your CRM also allows you to stay in constant contact with these contacts even after a conversion. Fostering long term, trusting relationships with your clients is so important. The commitment you show them will pay off in the future - maybe even in the form of an additional sale or referral. Your CRM can guide you through this process. 

Stay Updated

Stay on top of your lead conversions and easily figure out where your hottest leads are coming from! CRM analytics is hands down the best way to identify your clients’ interests and needs automatically show you who is most and least likely to make a deal and when. It can also help you manage your resources and show you where to allocate them. You don’t want to spend money on marketing where there are no leads or clients to be found. Be the smartest agent in the game and make informed decisions about which clients are “HOT” and where your time should be spent on nurturing a lead. Your conversion success rate will go up in no time!

Bottom line - a solid CRM  can really change the way you do business for the better. The most important thing that agents learn from using a CRM is that it really does give you the gift of time. Your CRM will automatically make you more efficient which will allow you to put your extra energy into other things. Things that might not necessarily be work-related. Think of investing in a CRM as investing in yourself. You will be able to boost your business and also free up your time so you can be successful and do the things you love. What are you waiting for? It’s time to find your perfect CRM today!


Subscribe to receive updates with new blog posts and free content!