What’s In Your CRM?


What’s In Your CRM? Better yet, what contact system do you have in place?

  • Are you using an Excel sheet?
  • Perhaps they’re on post-its pasted around your computer?
  • Is your desk stacked full of notes, napkins, or scribbled listing sheets? 

There is a better way to keep track of your clients and systems. 

Using a CRM software program (Customer Relationship Management) streamlines the day-to-day tasks of real estate agents:

  • Keeps Everything in One Place: CRMs give you a central hub to store client info, emails, correspondence, and meeting notes. This beats digging through a stack of papers or scattered emails in Gmail.
  • Keeps You Consistently in Touch with Leads: CRMs help you manage your incoming leads better. You can track who’s interested, set follow-up reminders, and ensure every opportunity is followed up.
  • Reduce Repetitive Work: With CRMs, you can automate tasks like sending follow-up emails and assigning tasks. It saves time and keeps things moving without you having to do every little thing manually.
  • Make it Your Own: You can tweak CRMs to fit how you work. You can customize fields, tags, and workflows to match your style, which makes your job easier and more efficient.

Benefits of Using a CRM for Lead Generation:

  • See What’s Going on at a Glance: CRMs come with tools that show you how your business is doing. You can track sales, see which emails get the best response, and determine where to focus your efforts.
  • Connect with Other Tools: CRMs also play nice with other software you use, like email marketing software or your calendar. It’s like having all your tools working together seamlessly.
  • Works Better with Your Team: If you’re part of a team, CRMs let you share info and collaborate easily. Everyone’s on the same page means smoother teamwork and happier clients.

Benefits of Keeping a CRM Current:

  • Grows Without Stress: As your business grows, CRMs grow with you. A good CRM can handle whether you’re a one-person operation or running a big agency.
  • Helps You Build Stronger Relationships: CRMs assist you in keeping clients happy and informed. You can track interactions, remember their preferences, and provide a more personalized service, leading to happier clients and more referrals.
  • Makes Sure You’re Staying Secure and Compliant: CRMs have built-in security features to protect clients’ info. Plus, they help you stay on the right side of any rules and regulations of your industry.

Incorporating a CRM in your daily duties simplifies your work and helps you stay organized, keeping your clients satisfied. And you know a happy client is a future referral lead generator.

There’s no better way to make a lasting impression with your clients than guiding them to a smooth closing. One way to start your lasting impression is to send them a detailed “What’s Next” email to them and all parties in the transaction. 

“That’s a great idea, Sandy! But I’m not a writer …” Well, I am, and I have a FREE download with templates you can copy and paste into any email format.

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