How a CRM can Improve Your Work/Life Balance

As a real estate agent working non-traditional hours and going above and beyond to help your clients buy or sell their home, find a work/life balance can be nearly impossible. But if you don’t find time to recharge, your clients won’t be getting the best you anyway. Believe it or not, a great real estate CRM can help you to improve your work/life balance. We’ve outlined how below.

1. Stick to a Schedule

When you are busy, a schedule is of the utmost importance. It will ensure nothing important falls through the cracks, as well as help you find pockets of time for your life outside of work. A great CRM such as IXACT Contact syncs with your calendar on Google, Outlook, or your smartphone. This ensures that wherever you are entering a task, meeting, or appointment it is being tracked everywhere.

IXACT Contact also provides Listing and Closing Plans with automatic task reminders, so you’ll always be on track with your Active Business. Being on track with your business means you can actually schedule blocks of time to do what makes you happy outside of work. Treat those blocks of time the same way you would any other item on your calendar – only to be rescheduled if absolutely necessary. You’ll be seeing your work/life balance improve in no time.

2. Utilize Marketing Automation

There are certain marketing efforts that will always need to be carried out, and they can eat into your “you” time quickly. A great real estate CRM such as IXACT Contact helps you automate many of those tasks to prevent that from happening. To begin with, IXACT Contact provides an automated e-Newsletter with three fresh articles written for you each month. It will automatically go out to your selected contacts on the date and time you have set. You’ll be keeping in touch and staying top of mind without losing valuable time for other things in your life.

IXACT Contact also provides 9 different pre-written drip email campaigns. Not only does this save you time in creating them, but you can set up the system to automatically assign a new contact to a drip campaign. You’ll be nurturing leads on a regular basis without spending more of your precious time doing it.

Social media can also be automated with the help of IXACT Contact’s add-on service Social Stream. Social Stream allows you to choose the topics from the top-tier publications you would like to share, and schedule posts to go out on your Facebook, Twitter, and LinkedIn up to 3 times a day 7 days a week. Rather than scouring the internet for great content to share, you can be spending time with your friends and family.

3. Set and Track Goals

It may seem counterintuitive, but setting and tracking your business goals can help provide a better work/life balance. By knowing what you want to achieve and if you are on track to reach those goals, you are better equipped to step away when necessary. IXACT Contact makes this incredibly easy thanks to our Goal Setting and Tracking feature. Simply spend a few minutes going through the Goal Setting Wizard to determine what kind of goals you want to achieve this year, then track your progress using the widgets on our customizable dashboard.

The Wizard even allows for you to build in as many weeks of vacation as you would like to take in a year. Simply write in that you will be working 50 weeks instead of 52, and it will distribute your weekly goals accordingly. You’ll reach your business goals and get to take some well-earned time off. That is a win for work/life balance.

As a real estate agent, finding a work/life balance can be incredibly challenging – but that doesn’t mean it can’t be done. With a little help from a great real estate CRM like IXACT Contact, you can stay on track. Start your FREE 5 week trial of IXACT Contact now.