5 CRM Techniques for Real Estate Professionals

5 CRM Techniques for Real Estate Professionals

For many real estate professionals, managing their clientele is a significant undertaking. Staying in touch with clients past and present can be made easier using a customer relationship management (CRM) system. Tracking leads, building and maintaining a database, sending out newsletters and much more can be accomplished using a real estate CRM system.

Ultimately, this keeps the real estate professional organized, current and ready to do what they do best – sell homes! Here are a few examples of what exactly a CRM system can do to make life simpler and more stream-lined:

1. Real Estate CRM.

An easy to use system for customer relationship management allows the real estate agent to stay in contact with past clients, while also maintaining current ones, and realizing leads for future prospects. It provides reminders, holds task lists and allows you to control your calendar all in one convenient location. Listing and closing activity plans can easily be implemented and maintained in the CRM system, ensuring nothing is falling by the wayside.

2. Email marketing.

Sending out a monthly newsletter via email has never been easier. You can use standard templates or create your own personalized newsletter to keep your clients up on what’s happening in your market area, let them know about new trends as they happen, or what’s hot and what’s not in real estate. You can generate more leads from your automated newsletters than by using traditional marketing materials such as flyers distributed in the mail, which are also far costlier. Look for a CRM that provides feedback on your read rates and click-through rates so you can measure how effective a particular newsletter is.

3. Websites.

Having a mobile friendly website is vitally important since so many people now use their cell phones or tablets to conduct their searches. Having a professional, easy to use website will keep clients coming back and grow your customer base as well. A CRM system can provide the assistance and guidance you need to make sure your website is perfectly set up.

If the website isn’t optimized for use on all types of devices and browsers, it won’t be user friendly for clients and potential new customers. You want it to look exactly the same on any device as it does when customers are looking at it on their computers. Formatting, pages, color and graphics are all important components for your website and ideally, should look the same regardless of what type of device is used to access them.

4. Social media.

Integrating all of your social media accounts is a sure-fire way to have people checking you out on a number of platforms. Linking each of them to your website will generate even more referrals and potential new clients. Facebook, Twitter, LinkedIn and Instagram are all important for real estate professionals to keep their clients up on what’s going on in quick, easy to digest bites.

5. Blogs.

Having your own blog positions you as the “expert” you are. Post about market conditions, neighborhood events, community issues, home renovations or service providers and everything in between. Keep it fresh, keep it current and keep it interesting.

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