Investing in a real estate CRM is the first step to becoming a more efficient realtor. It can automate many of your tasks and help keep you organized, giving you more time to generate leads and close sales.
The Ultimate Realtor Checklist for Getting More Done
1 K E E P I T A L L I N O N E P L A C E
A real estate CRM can store all your contacts,
transactions, and related documents in a single
2 S E T I T A N D F O R G E T I T
Stay top of mind by capturing new leads and
auto-assigning them to an email nurture
3 G E T I T O N T H E C A L E N D A R
Set reminders for meetings, calls, and other
appointments. Create recurring reminders
for keep in touch activities such as quarterly
calls to you A-list clients.
4 A L W A Y S R E C O R D T H E D E T A I L S
Little things, like acknowledging birthdays and
anniversaries, go a long way. Set an alert so
you'll always be reminded of these important
Enlisting the help of a real estate CRM can automate
many of your tasks and help keep you organized,
giving you more time to go on appointments and
L E T T H E S Y S T E M W O R K F O R Y O U
Assign all of your listings or buyers to an
appropriate listing or closing activity plan,
ensuring no task falls through the cracks
when listing or closing a home.
G A I N I N S I G H T S
When you have the right CRM keeping you
organized, you'll have time to gain valuable
insights into referral sources, average listing
price, average listing days, and more!
TO GETTING MORE
Sign up for a free trial of IXACT Contact's CRM