You need a CRM – Here’s Why

Share This Article

Share on facebook
Share on twitter
Share on linkedin
Share on email


The phrase is buzzing around the industry, and it seems like your fellow real estate agents live by it. Why is it so popular?

Having a good CRM is integral to your business’ success, as well as essential for maintaining your sanity. Whether you are a personal or professional agent, or a combination of both, your relationships directly impact your revenue stream. It takes a lot of time and effort to build and develop these relationships.

Lead Generation

Using a strong CRM has never been easier. As potential clients search for houses, view different landing pages, estimate what their home is worth, view various IDX real estate websites, and more, you can capture leads in an organic way.

Invest in Lead Information Management

Every interaction, event, conversation, etc., that relates to real estate is extremely valuable. is an opportunity for networking. It is your job to gather information about new contacts and to learn new things about existing leads that could be useful. Additionally, you need to keep track of what you discussed and learned during each conversation so you can refer to it later. Having a CRM allows you to organize all these details in one place, making it easier to find and utilize them when you need them.

Improve Your Response Time

Your impression of yourself as a professional is greatly influenced by contacting a lead right away. You can automate this process by setting up push notifications to your phone or email when you receive an inbound lead. Additionally, with a CRM, you can set customized automated responses. This will let online leads know you have received their message or inquiry and will get back to them as soon as possible. Follow-Up on All Leads. To win new business, you need to follow up, but with so much on your plate already, it’s easy to forget. Using your CRM, you can stay on top of email responses, in-person meetings, and phone calls.

Automate everything!

Use your CRM’s email communication features to schedule emails with valuable content and personal sentiment on rotation to save time and stress. In addition, some CRMs allow you to schedule text messages and even postcards. By doing so, you can stay top-of-mind with less effort. CRMs give you the power to segment your leads according to their expressed interests, wants, and needs.

Stay in touch with past clients.

A lot of your referrals come from homebuyers and sellers you’ve worked with in the past. As soon as a sale is completed, set a reminder in your CRM to follow up with the client a few months later to see how they are and let them know how much you enjoyed working with them. Ask them for a referral.

It’s never too early to learn how to take advantage of the tools a great CRM has to offer, regardless of where you are in your real estate career.

You might also enjoy...

Looking to Sell?

Market Outlook

Check out the latest courses →
(Members Only)
Thank you for your submission, your request has been sent.