Tag Archives: Contact Management

The Best CRM’s for Real Estate

In your quest for the ultimate CRM solution in Real Estate, this will help you narrow down the search. Having traveled the country with an opportunity to speak to many successful agents and brokers, these are some of the best and most recommended CRM solutions being used in real estate today.

You’ll need to do your “due diligence” and research to discover and determine which one will be right for you and your business. Most good companies and services have an 800 number and “LIVE” chat available.  A few important things you may want to consider when selecting a great CRM site, software, or application might include:

  • The CRM should be available and accessible via a mobile device
  • The Contact manager should be “Real Estate Centric” if possible
  • Having an automated task manager/calendar is a must have
  • The CRM should be customizable to meet your day-to-day needs
  • Bonus: Transact Mgr, Campaigns, Follow-up, Drip systems etc.

Here is a deck that lists some of the top most recommended CRM sites and tools available today on the Internet.  As you consider and research some of these products and services, keep in mind that a good great CRM can and will make all the difference in the growth and success of your business.

It is also important to remember that any CRM system should be combined with a quality business phone service in order to make sure leads don’t fall through the cracks.

Contact Management for Business

If you can remember what you had for breakfast two weeks ago Tuesday, then you probably don’t need a CRM. That would mean you also know who you promised to contact two weeks from this Thursday as a follow-up call at 2:30pm. Most people can’t remember what they just read above so a good CRM might just be in order.

Having a good CRM or Contact Management application or program is the most important part of having a flourishing and successful business period. Everything from prospecting, tasks and to-do’s, marketing and advertising, drip campaigns, contact management, and follow-up can all be handled properly and effectively with the right tools and CRM.

What really makes a good and effective “management” system is one that meets the needs of you and your business. The time and effort it takes to create and setup a CRM correctly will always be worth it in the long run. Too many small and large business professionals don’t realize this until it’s too late. There ARE industry specific programs available out there.

The following presentation is used for a CRM training class I teach to Real Estate Industry professionals all over the country. Although it focuses on a variety of Contact management aspects, you’ll find it points out many of the common dilemmas faced in today’s fast paced, online society. Once you get past the bottle-neck of road blocks, a good CRM can and will clear the path to success.

There are quite a few programs and applications mentioned here so you can be selective in choosing the one that is just right for you, you clients and prospects, and your business.

Contact Management for Business

Every successful small or large business is built on people and relationships. Having a database of clients and potential prospects is critical in any industry. My questions to you is this, “Do you really need a CRM or client/contact management system?”

This might help you answer that question…

What did you have for breakfast last week Tuesday? Who called you on the phone right after breakfast that day? Who and what was the name of the last person a past client referred to you? When is your next dentist appointment? Who won the world series? What was the first question I asked you? Ah ah ah, NO PEEKING!! lol~

If you know all the answers above, then you probably don’t need a CRM!

The point is that without some type of calendaring system, a contact manager, a way to follow-up with past and future opportunities and commitments etc, you could be missing out on a lot of potential closings and client or prospect opportunities?

Great content will cultivate contacts and potential clients, but you still need to capture and convert them to be successful in any business. It’s the follow-up plan, the marketing campaigns, and the on-going communications and processes that will make the difference in your conversion ratios.

Here are some sites that are very well known in the real estate industry (and in other industries) as some of the best CRM platforms, contact managers, marketing/advertizing management and applications on the web.

Each of these sites offers something different, some are geared directly to real estate, others require some customization and manipulation to be exactly what you may desire and need to manage your business. Only you can decide based on your personal preference and needs which one might be right for you, your clients, and your future prospects.






Regardless of which CRM or contact management system you use or choose, remember these 5 important items:

1. You need a database of clients and prospects to build and grow any business

2. Easy and quick Mobile access to your clients and their information is crucial

3. Applying a drip or marketing campaign with a follow-up tickler system is key
     (your action plans are what keep you on track with all facets of your daily business)

4. Great Customer service, retention, and follow-up  is what builds referral business

5. Your client database will generate huge ROI as part of your exit strategy