5 Signs You’re Doing Real Estate Contact Management the Right Way!


Managing your real estate contacts is the foundation to a successful career as a real estate professional.  When you properly care for your database, you save time and energy that you can dedicate to other important aspects of your career and even your personal life.

Ultimately, using a real estate CRM will help you to stay more organized and get more out of your workday. Are you looking for a real estate CRM, these 9 items can help you choose one that’s right for you. Already using a CRM? How many of these 9 items are you already doing?

1. You have birthday and move-in anniversary dates for the majority of your contacts in your database.

Not only is this an effective way to keep in touch with your contacts, but this also builds a relationship with your contacts. This makes them feel like they are more than a transaction. You would be surprised to see what a simple birthday or Christmas greeting can do in the long-run!

2. You familiarize yourself with your contacts’ hobbies or interests.

Connecting with your contacts on a more personal level speaks volumes. Make sure you keep detailed notes of your contacts’ hobbies and interests to build that close relationship. Remembering specific details such as a contact’s passion for gardening can impact a sale with them in the future. It also helps if you keep notes of each conversation you have with your contacts. Something they may mention in your conversation with them may be relevant for future sales.

3. You send a real estate newsletter or monthly e-Newsletter.

You can do no harm in sending your contacts interesting articles every month. What’s better is having an e-newsletter which you can customize to fit your brand and personality. A monthly e-newsletter keeps you closer to your contacts and your contacts will certainly feel like they’re in the loop. This also helps build and increase your referral and retention rate because yours will be the name they see every month in their inbox.

4. You feel organized and in-control of your schedule and daily tasks.

When all of your contact information, transactions, tasks, and “to-do’s” are in your real estate contact management software, you feel like you are more in-control. When you are more in-control, you develop a healthy work-life balance. What’s even better is getting reminders of key dates and activities. Oh…and right to your phone too! It’s a win-win situation.

5. Your Website does the Work for you!

Having a personalized agent website works wonders. When a website not only represents your brand, but displays your listings, blog, unique videos, and links to your social media, you are already getting ahead of the rest. What’s even better is having an automated lead-capture function on your website. What does this mean? Leads are automatically synched to your CRM and you get notified via email when a new lead comes through. Not only is this a website, this is like your own little personal assistant. If you already have this, you are already on the path to success!

If you need help with contact management, a good real estate contact management software like IXACT Contact is a must-have. It’ll help you stay more organized and build stronger relationships with your leads and past clients, which means more business and referrals your way!

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