5 Tips for a More Organized Real Estate CRM

When buying season gets busy, it’s easy to neglect your day-to-day operations and customer relationship management (CRM) duties in the real estate business. However, real estate CRM is the heart of your business and it’s important to stay on top of this when it comes to managing this area of your business. Simply taking some time to get your systems in order and organize contacts and leads, you’ll have a smoother run business. RIS Media shares an article, written by Buffini & Company, to help get your real estate CRM in successful order.

Sort and Qualify Relationships. “While this may be time-consuming, sorting and qualifying your database is the best way to make sure you’re marketing to the right people and spending your time efficiently.”

Input Your Goals. “The best CRM software should include space for income and lead generation goals so that you know what you’re working toward.”

Complete Your Daily To-Dos. “Your real estate CRM should populate daily lead generation tasks for you to complete, giving you an idea of what needs to be done that day to stay in line with your goals.”

Update Your Tracking. “Be consistent about adding new relationships to your database and updating your CRM when you send a client a personal note or chat with a new lead.”

Take Advantage of the Mobile App. “Get familiar with the different features, and consider watching tutorial videos. This will allow you to master every part of your real estate CRM so you can take your lead generation on the go.”


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