There is a lot of positive psychology behind the idea of ​​staying organized. Staying organized is difficult because of all the clutter we collect, and there is never enough time to methodically sort everything in a coherent way.

Organization is essential in the real estate world; where misplaced documentation, files, or dates can have a detrimental effect on a deal and one’s reputation. to have technology in place to serve as your personal assistant and organization guru can make a world of difference.

7 ways a real estate CRM can help you optimize your time and focus your priorities on growing your business.

  1. A consolidated database

Brokers are constantly on the move and rarely sit still. With this activity level, they need actionable information at their fingertips to be able to run on a dime. That means storing and retrieving information about customers, including contact details, ownership-related information, or notes from their last point of contact. It can appear very unprofessional to a client when basic information is forgotten or lost. IXACT Contact’s real estate CRM software makes it easy to bring everything together in one organized and easy-to-manage database.

  1. master mobile

Spoiler alert – more people trust their mobile devices for digital access than ever before. Today’s active real estate leaders are not anchored to desks, they are constantly on the move and need the ability to schedule and set reminders for meetings and appointments in real time.

With IXACT Contacts Mobile CRM App and Google Sync functionality, you can keep the most current information at your fingertips for seamless data transfer. Having all your contact information in one easy-to-manage real estate CRM is the ultimate centralization solution for busy agents.

  1. Automated call reminders to stay in touch

It is a wise tactic to build relationships to always stay in close contact with your network. Although it is almost literally impossible to reach everyone personally while staying healthy, great real estate coaches and trainers suggest that you segment your database first and allocate your time accordingly. By splitting your list, you can make quarterly calls to your A-level customers, semi-annual calls for the B-level and annual calls for C-level customers. AN real estate CRM has the functionality to help you stay in touch with the rest of your growing database without the stress of going through it one by one.

Keeping emails and newsletters running while you’re actively running your business is the beauty of it marketing automation, not to mention the cost-effective benefits it offers – but you can take it one step further with Automatic lead registration.

While you are actively engaging your customers along the way, your content is constantly flowing to new leads. Having to manually manage each new lead as it comes in can be a painstaking misuse of precious time. Automatic Lead Capture allows you to transfer all your leads from any website or lead supplier to your IXACT contact person database. So when you get a new lead, you’ll immediately receive an email alert so you can respond quickly and convert that lead into a customer before your competition has a chance. You can also automate them in a predefined group, a drip email campaign, or even a monthly newsletter contact list. Let the power of automation fuel your business as you grow your business.

  1. Active business management

With a virtual transaction coordinator at your fingertips, you can see all the offers you currently have and specific details about where you stand with this particular account. Real estate agents typically juggle multiple buyers and sellers at once, so having a real estate CRM platform that sends email reminders, uploads transaction-related documents, manages listings and tracks commissions is an important part of the real estate arsenal. It also includes pre-populated activity plans for listings and closings that walk you through all the steps necessary to market and sell a home, or manage a successful closing. AN CRM provides the ability to store and manage all your transactions – including third parties related to a transaction, impressions and any subsequent contracts.

  1. Remember important dates

Taking two seconds off your day to reach customers on a special occasion can make a world of difference. To maintain this ‘stay in touch’ activity, it helps to have a real estate CRM that keeps you updated on clients’ birthdays and home purchase dates! You’d be amazed at how far a quick message on a birthday really goes.

  1. Run referral reports

Reporting and analyzing the data is vital for any organization to see where their energy is being spent and how well it is paying off. AN real estate CRM you can see who your top customers are, who has referred you most often and where your customers hear about you. This gives you insight into your business and advice on where to focus your efforts.

Free yourself from the stress and anxiety caused by poor organization. Consolidating all your data into a single CRM database, having one calendar and to-do list that you can access on your mobile, using automation to stay in touch, and managing your transactions professionally will help you reclaim your love for real estate sales . You will also have happier clients who are more likely to refer you to others, and you will feel better about yourself and your chosen career. Perhaps best of all, you’ll sleep better at night!

Experience how IXACT Contact can help you better organized and under control. It’s like having your own virtual assistant.

Start your FREE 5 week free trial of IXACT Contact us now.

Real Estate CRM