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The Ultimate Realtor Checklist for Getting More Done

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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.

Published in: Real Estate
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The Ultimate Realtor Checklist for Getting More Done

  1. 1. 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 system. 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 campaign. 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 events. 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 close sales. 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! 5 6 THE ULTIMATE REALTOR® CHECKLIST TO GETTING MORE DONE Sign up for a free trial of IXACT Contact's CRM at www.ixactcontact.com!

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