Your database/ real estate contact management system of past clients, hot prospects and business-to-business referral sources is your most valuable business asset. The more clients, real estate leads, and quality contacts in general that you have in your database, the more repeat business and referrals you’re likely to get (assuming, of course, you communicate with those […]
You’ve developed a good relationship with a past client or referral source (and, of course, your real estate CRM played a key role!). You’ve built loyalty with that person, or are confident that you are well on your way. How do you maintain that momentum so that the loyalty you’ve worked so hard to nurture […]
Here’s the scenario. Your brokerage or office provides you with a real estate contact management (CRM) system for free. What a sweet deal, right? Not so fast. If you go this route, you may be setting yourself up for serious headaches and a potential disaster down the road. Here’s why. The first challenge is that […]
1. NEW “QUICK TASK” LINK IN LEFT PANE AND CONTACT PROFILE. Here’s the scenario: you want to look up a client’s phone number, give her a call, log the conversation, and create your follow-up task. Before today, the first two steps were a snap with the “More Info” and “Log Call” links in the left pane. […]
Take this quiz to see how well you’re doing with getting referrals in real estate. Are you using a real estate contact management software?
As an Agent, you have some days – even weeks – that are jam-packed with activities. You’re showing homes to clients, hosting open houses, negotiating deals, following up on real estate leads, getting the paperwork done. You’re busy. With a capital B! So it’s tempting to put some of your real estate contact management activities […]