The Benefits of a CRM and Why You Need One as a Real Estate Agent

Technology has been a game-changer, both for personal and business development. As an agent, you know what it's like to have files full of client information. But, you also understand how contacts can fall through the cracks.

This is because you don't have a CRM. Instead, your phone is where you keep all your leads.

That needs to change.

You need a system to help grow your business and close more deals. If you close only a few sales each year, consider how much more money you could earn if you had a Customer Relationship Management system to take care of tedious tasks.

If you're unsure of what a CRM can do for you, you're in the right place.

Let's get down to business and discuss why you should have a CRM.Capture Leads in a Central Location

Whether you get leads from Zillow, Homesnap, Realtor.com, word of mouth, or social media, you'll need somewhere to store them. A CRM is designed specifically for that purpose, to provide a permanent address for your leads.

Imagine spending hundreds of dollars each year on leads and being unable to keep up or remember where you stored them. Your business would be chaotic, and you wouldn't be setting yourself up for success.

With an easy-to-use CRM system, all your contacts are recorded; sometimes, you won't even need to add them manually.

Access Information Anywhere in the World

If you're like me, a holiday isn't sufficient to keep you from contacting the people who invest in your business. CRMs let you look up information for your leads if you're away from the office or traveling abroad.

All you need is an internet connection, and you're golden.

Keep in Touch Easily

The most user-friendly CRMs for real estate professionals are built with a mobile app. This allows you to make seamless calls to your clients and follow up if necessary.

Most of the features available on the desktop version are also accessible through the mobile app. This makes handling leads and communicating with clients simpler.

Nurture Your Leads

It could take anywhere from 12 to 18 months for a website lead to close. This may appear to be a lengthy period, but it is simply how things work.

You must be in front of your leads for the duration of this long period. You should constantly remind them that you're the best agent to work with. Then, when they're ready to do business, your name will most likely be the first one that comes to mind.

This is why nurturing your leads is crucial; a CRM can help you do it automatically. You don't need to do anything special. Instead, you need to add your contacts to a follow-up or drip campaign in your CRM, which will send out emails and text messages regularly (or at set intervals).

You're establishing relationships with your leads and developing trust when you nurture them.

Get Insight

How will you know whether your marketing efforts are practical or need to be adjusted if you store leads on paper or on your phone?

Would you be able to tell how your leads interact with your website? A CRM, especially one integrated with an IDX website, may assist you in measuring or obtaining vital information from your leads.

You will have access to essential data. This includes how frequently (or infrequently) a lead interacts with your system and the listings they browse.

With this level of insight, you can tailor your marketing strategies more effectively.

Automate Your Business

Drip campaigns can be automated using your CRM. Most CRMs provide daily reminders and alerts for existing and new leads. This lets you know when you should check in with your contacts.

Automated solutions like Zapier connect to your CRM so that any appointments booked on your calendar are immediately sent to your Customer Relationship Management software as a lead.

That's excellent since importing a person manually isn't required. You may also send an automated email using your CRM when a new contact is received.

Bulk Emails

Don't feel compelled to send out emails one at a time. Your CRM may combine leads with similar tags and categories and contact them on your behalf.

This helps you save time and lets your contacts know you care about them and are serious about business.

Prebuilt Scripts

To help you manage your leads, many CRMs provide email, calls, and text scripts.

With many ready-made scripts available, you can save time by selecting and customizing what you need instead of creating them yourself.

Integration with Other Important Tools

A robust CRM allows you to integrate with other systems you may need in your business. These may be anything from transaction management solutions like Dotloop, DocuSign, ToolkitCMA, Gmail, Outlook, and other applications.

These connect your systems so that you can run your business more efficiently.

Websites, IDX, and Lead Generation

A CRM and a website may be used to generate productive leads. You also offer prospects a more pleasant browsing experience by allowing them to search for listings on your MLS directly from your website.

With this addition, you get more leads, and prospects can access valuable information about you and your business.

Top CRMs for Real Estate Agents

There are many CRMs available, but only a few will deliver the desired results. For example, most Customer Relationship Management tools will allow you to import your contacts, add tags, and create drip campaigns.

However, if you want to do more and take advantage of the above features, consider buying Brivity, KVCore, Chime, or Follow Up Boss. Brivity CRM is, without a doubt, my favorite since it gives you access to all of the benefits I've described in this article.

Top real estate agents designed Brivity’s intuitive CRM platform to help you collect and manage your leads in one place. Within Brivity’s CRM, you can:

  • Manage your growing list of leads, teams, listings, and more.

  • Market your listings using advanced tools in less time.

  • Communicate with your leads and clients, and create referrals with automated tools.

  • Convert leads received through different sources using drip campaigns and follow-up plans.

  • Integrate other important tools in your business, including Zapier for automation, Zillow, MailChimp, Google Sheets, RealGeeks, Market Leader, and more.

To get special pricing when you sign up with Brivity, request a demo using our affiliate link and get ready to watch your business transform.

Brivity is the CRM I use in my business, and I know you’ll love it!

If you need help getting set up with your CRM and other real estate systems, don't hesitate to reach out. I help women like you organize their businesses to scale and make more money. So book a free call with me, and let's see how you can improve your real estate business.


meet Sheena

Backed by two decades of demonstrated experience, I help purpose-driven women in real estate grow their businesses and achieve ultimate success with proven systems.

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