How to Get Your Real Estate CRM Working for YOU (Instead of You Working for it)

real estate crmYou likely aren’t looking for software that requires extra effort on your part. The goal is to find tools and programs that can streamline your workday as an Agent.

One of the most common misconceptions about using a real estate CRM is that it will make your life more complicated.  While some systems are more complex than others, the goal of a real estate CRM is to make your life easier – not more difficult!

When you find the right CRM, it should be working for YOU, instead of you working for it.  Here are a few tips on how to get your real estate CRM to do some heavy lifting on your behalf.  You’ll have more time available for marketing your listings, and for face-to-face meetings with clients and prospects.

  1. Tap into the expert support team

Some Agents are daunted by the process of getting started with a real estate CRM.  But set up is not a process that you have to face alone!  IXACT Contact is widely known for being incredibly easy to learn and use.  New customers appreciate our Concierge Set Up Service. Our experts ensure that the CRM is set up right from day one. You’ll hit the ground running with the help of our friendly Customer Support Team, and you’ll enjoy unlimited phone and email support going forward.

With our unique Concierge Setup Service, our Support Team will help you:

  • Upload your contact list to your account
  • Set up your Monthly e-Newsletter
  • Set up your personal email header and signature
  • Synch IXACT Contact with your mobile devices or Google Apps
  • Set up your Agent website
  • Set up your automated lead capture
  1. Choose a single integrated solution

If you’re like me, you might feel overwhelmed by the vast number of services you use on a regular basis. It can be a hassle to maintain so many payment methods and login details. Simplify your life by selecting a real estate CRM that also provides you with your Agent website and email marketing platform.  There’s only one (very competitive) subscription fee and only one number to call for support!

IXACT Contact is an integrated CRM, Email Marketing, and Agent Website solution.  It includes all the tools you need to manage your keep in touch communications, your listings and active buyers, and your online presence with a single, easy to use platform. Now that’s straightforward!

  1. Set it and forget it

Most savvy real estate agents understand the value of keeping in touch with prospects and past clients.  But in light of all your daily tasks sending out regular communication often falls off the list of priorities.  What if you could set up your monthly e-Newsletter preferences once, and rest assured that a professionally written e-Newsletter with your branding will be delivered to all of your contacts every month – without requiring time from you? It’s a game changer!

IXACT Contact’s monthly e-Newsletter has fresh content that is never recycled. We come up with relevant topics, write compelling articles, and design each newsletter to look attractive and professional, so you don’t have to. You can email your e-Newsletter as it is or you can customize it with your own personalized message. You’ll be keeping in touch on a regular basis without the ongoing effort! See Sample e-Newsletter.

  1. Capture real estate leads automatically

Time is of the essence when it comes to capturing and nurturing new real estate leads.  With the help of your integrated real estate CRM and website, your new website leads will be captured in your CRM where they can automatically begin receiving regular drip email communications. Never again lose business because a quality lead “fell through the cracks”.

Marketing automation takes the weight off your shoulders.  Your leads immediately receive timely and targeted email messages, and you can rest assured that your contact database is growing with each passing day!

  1. Build your online presence through blogging

Blogging is an effective way to improve your online presence and build your credibility as an expert in all things home and real estate related.  Not every Agent is a professional writer, and that’s ok! You can still reap the benefits of a quality real estate blog on your Agent website.

Your built-in blog from IXACT Contact is easy to set up, and includes professionally written content created for you. Of course, if you are interested in writing, you can also write your own posts, or use a mix of both.  Pre-written blog content is another example of how your real estate CRM and marketing system works on your behalf!

  1. Never forget to make a call

When you have a lot on your mind, it’s easy to forget to call a prospect for a check-in, or when to wish a past client a happy birthday.  None of us have a perfect memory, but with the right real estate CRM, the remembering is done for you! With IXACT Contact’s unique keep in touch functionality, the CRM acts as your personal marketing assistant, saving you time and making it easy to remain top of mind.

Automated call reminders let you know when it’s time to phone a prospect or past client, so no hot leads slip between the cracks.  Birthday and move in anniversary reminders give you a heads up when it’s a past client’s special day.  A thoughtful card or phone call makes you look like a star.  You’ll remain top of mind without needing the memory of an elephant!

  1. Manage listings and buyers with ease

As you well know, there are a lot of details to consider when working with your Active Business.  From contracts, to “for sale” signs, to appointments, to marketing, it’s no easy feat to keep all these tasks straight!

IXACT Contact real estate CRM helps you stay in control of all your Active Business. You can track important property and listing details, key dates, showings information, and much more.  Our Active Business area acts like your virtual transaction coordinator, keeping you organized and in control, and allowing you to handle more business more professionally than you ever thought possible.

Are you ready to let your real estate CRM work for you, rather than you working for it?  Take advantage of marketing automation, automated call reminders, Active Business management, pre-written content and more!

Start your FREE 5 week trial now and let IXACT Contact start working for you!