Thinking about investing in a customer relationship management (CRM) software?  If you are, now is the time to get on board. Here’s why: the U.S. real estate market is finally making a comeback after years in decline. In fact, there are reports that U.S. housing rebounded to a four year high last month. There are less vacant homes on the market and applications for building permits are increasing

If you’re still a REALTOR®, you’ve lived through some tough times. Now is the time to prepare yourself for more business and make sure that you’re able to take it on while staying 100% organized and in-control.

In addition to helping you remain in touch with clients, nurture your leads, and build relationships with your sphere, a real estate CRM is absolutely instrumental to getting more organized. Below are four ways you can use your CRM to stay both proactive, organized, and in-control:


 1.     Listing and Closing Activity Plans

A good real estate CRM will come with pre-designed listing and closing Activity Plans. These plans will help you manage every step in the process of listing and closing a home so nothing ever falls through the cracks.

 2.     Transaction Management

Part of running a completely organized business is having the ability to manage all of your transactions, transaction documents, showings, and third parties in one place. And this is exactly what a top-notch CRM will let you do. Use your CRM to generate service reports, schedule appointment and task reminders, list property details, record closing and other dates, manage offers, and track commissions.

 3.     Drip Email Marketing

Staying in touch with clients and prospects and building long-term relationships with them is the impetus that’ll spark referrals and repeat business. Your CRM should have a number of pre-designed marketing campaigns created you. Simply select the campaign that works best for a particular contact or group and your CRM will send emails out automatically at various time intervals. Drip email marketing campaigns will help you automate some of your marketing, which means that while you’re busy with a client on the road, you’re also marketing to hot leads and staying in touch with past clients at the same time.

 4.     Integrated Calendar and Task List

Never underestimate the power of a calendar and task list in helping with personal organization. One of the benefits of a good CRM is that you don’t have to rely on your memory. Use the system for any reminders or notifications that you want to receive (for example, you may want the system to remind you to call your clients on their birthday or home purchase anniversary date). As soon as you log into your CRM, take a look at your calendar and tasks for the day so you’re aware of your appointments and what needs to be done.

Choose a system that automatically and wirelessly syncs with the built-in calendar in your smartphone. That’s an important plus because it gives you the opportunity to add and view appointments on the road and keep your CRM constantly up-to-date.


A good, easy to use CRM will play a big role in helping you run a more organized and productive business. As the real estate market is coming back to life, adopting a CRM into your business is more important now than ever.

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