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Top 7 Most Reviewed Real Estate CRM & Contact Management Software Systems, Here’s a scenario of how CRM can help a selling agent. Let’s say a home buyer fills out an online form requesting to see a property listed on your website. With a real estate CRM system, this lead might show up in the user dashboard for the corresponding agent, then automatically convert the form data into a contact profile for that buyer. A manager might at the same time be automatically alerted that an agent opened a new lead.