CRM’s and Why You Must Have One

A CRM, Customer Relationship Management, is a must for any successful real estate agent. It is the hub for all the contacts, connections and clients an agent will have to keep track of their relationships with their clients.

If you are not familiar with a CRM, it is program where you will place all the contacts you have made. Every buyer who has come to your open house, every homeowner you met while door knocking, every person in your sphere of influence. In addition you will be able to track communication between you and your lead or client. The CRM will also keep you on schedule. Once setup, it will tell you when you need contact your clients either via mail, email, newsletter, phone call, in person, etc.

Customer Relationship ManagementBut a CRM does much more than just track customer interactions. It also helps streamline your workload by automating tasks and makes you work efficiently with the result that you will spend more time on things you need to do like engage with your clients.

Here are some of the more popular CRM’s that real estate agents use. Realty Juggler, Top Producer CRM, Wise Agent, Ixact Contact. Although these CRM offer different features and have different prices, they all serve as a good CRM. I suggest you try each of their free trails and see which one best fits your needs. You can also read reviews of CRM’s at Also if you have a website or an idx you may have a CRM already part of your setup. Idx like Diverse Solutions or website providers like Tribus Websites offer a CRM as part of their service.

If you have assistants or a team, a well planned CRM system will make it easier for you and your team to work together efficiently and share crucial client and lead information.

Ultimately, a CRM allows you to better attain, manage, help, and offer value to your clients while improving your efficiency—something that is critical for today’s Realtor.

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