How Healthy is Your Real Estate Contact Management Database?

Real estate contact management databaseUpdating and maintaining your real estate database regularly is an important best practice. A good agent will do a check-up on other aspects of their business and their database shouldn’t be an exception.

A healthy (or unhealthy) real estate contact management database has a direct impact on how effective your marketing and keep in touch efforts are. According to The Referral & Repeat Marketing Book, “The number one reason that most agents are not successful with Referral & Repeat Marketing is that they fail to adequately maintain their databases.”

Here are five essential activities all Agents should be doing to maintain their database:

  1. Check to ensure that all of your client contact data is accurate. This includes phone numbers, email addresses, and home addresses.
  2. Check to ensure that all of your client personal data is accurate. Personal data includes marriage status, info about your clients’ children, and career info.
  3. Check to ensure that you haven’t lost touch. Review your real estate CRM’s keep in touch dashboard to see if any contacts have fallen off the radar. If so, do what you can to reconnect. More about this here.
  4. Check to ensure that all of your clients and referral sources are in your database. Forgetting to add someone to your CRM could cost you a lot of referrals and repeat business down the road.
  5. Check to ensure that all of your new contacts (those you’ve just met or spoke with) have been added to your database.

When you have a clean, well-maintained database, you increase the chances of attracting referrals and repeat business. Be sure to keep your CRM healthy by doing regular check-ups. It’s an instrumental part of being a successful agent.

Do you need to update your real estate CRM contact data? Please let us know by leaving a comment below! 

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