‘Amateur hour is over’ — how a CRM can help agents step up their game

Broker: The best system is the one you use
  • CRMs can help agents nurture their relationships with clients and become their "trusted adviser."

Future-Proof: Navigate Threats, Seize Opportunities at ICNY 2018 | Jan 22-26 at the Marriott Marquis, Times Square, New York

SAN FRANCISCO -- Many real estate agents start out keeping track of their clients using a simple spreadsheet. But if they want to step up their game, they should use a customer relationship management system, according to panelists at the "Client Tracking and Nurturing -- CRM Tools for Success" session at Inman Connect today. "If your spreadsheet is working for you today, that's great. It will not work for you tomorrow," Kendyl Young, founder and owner of Los Angeles boutique brokerage Diggs, told conference attendees. "We are in a space in the industry where amateur hour is over," she added. "We're past the place where four transactions a year" is enough to have a successful career, she said. A CRM that gets a client "from contact to contract to aftercare to repeat and referral" is "not a magic pill" but it works, she said. But that doesn't mean that one-size-fits-all when it comes to CRMs. When asked what agents and brokers should look for in a CRM, she said, "...