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CRM Systems: What Every Real Estate Agent Needs to Know

Written by Lars Hedenborg on November 10, 2017

When it comes to customer relationship management tools (commonly known as a CRM) there are a few things that every real estate agent needs to know.

Most real estate agents are notoriously behind the times when it comes to technology,  but in today’s world, we need to be taking advantage of the tools and options available or risk getting left behind by our competition. I hate to be the one to say it, but a Roladex just won’t cut it any longer.

While it’s important that we take advantage of technology, we also need to understand that ours is a crowded market. We need to diligently research all of the available options before we decide on any one tool. It may seem like a lot now, but in the long run, this will save you from having to switch systems.

When I was shopping for my own CRM I found that if I looked for 4 key capabilities I would be able to find what I needed.

1 Database Storage

Your database is anyone who knows, likes, or trusts you. Your CRM should have the ability to not only store all of that contact information but also the ability use it in mailouts, segment the audience by location, and label contacts according to your lead nurture funnel.

2 Manage Your To-Dos

When you have repeatable processes and systems in place, your life can become chaotic. You need to be able to ensure accuracy and consistency across your business and your CRM should be an integral tool in that process.

If you are looking to add a new team member, convert a lead, or move a client into close your CRM should help you manage that process every step of the way. Make sure your chosen tool has a checklist functionality and the ability to help you establish systems and processes that will be repeatable in the future.

3 Contract to Close

Any real estate agent knows that the time between contract and close is absolutely crazy. How to manage your clients when things get crazy can be the difference between them returning as a client and choosing someone else when it’s time for their next big purchase.

This is another time when checklists or campaigns become important. Ensure that your CRM has the functionality to make your life easier during those times instead of more challenging.

4 Lead Management

When you get a new lead through any lead source your CRM should not only be able to store that data, but it should be able to help you nurture that lead. This can include the functionality of checklists or the ability to send emails through a campaign.

Ultimately we want your CRM to aide in your ultimate conversion of your newest buyer or seller lead, so the option of multiple checklists or campaigns is important.

Learn more about how tracking can work in your business by scheduling a no obligation free strategy session today!

After much research, I found a tool that I have used now for 10 years with over 2,ooo transactions. If you’d like to know more about the specific tools I used in my business and how I continued to grow over the last 10 years schedule a call with my team today. This is 100% no obligation and we will discuss where are you now, where do you want to go, what’s holding you back when it comes to growing your business.


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