Top 5 Tips for Making Better Use of Your Contact Management System for Agents

Top 5 Tips for Making Better Use of Your Contact Management System for AgentsIf you have a contact management system for Agents but feel that you’re not making the most of it, this article is for you! In this blog post we outline our top five tips for making better use of your real estate CRM.

1. Set up your monthly real estate newsletter

IXACT Contact’s contact management system for Agents comes with a professionally written and designed monthly e-Newsletter. All you have to do to set it up is choose your distribution list and date for it to go out. A monthly real estate newsletter is a great way to stay “top of mind” with prospects and clients. And because we write and design one for you, you have no excuse not to send one out! Smile

2. Assign all of your real estate leads to drip marketing campaigns

New real estate leads are great, especially when you get a lot of them. But if you’re not nurturing your leads properly, the likelihood of them converting into clients is slim. A top-notch contact management system for Agents, such as IXACT Contact, has pre-designed drip marketing campaigns (Activity Plans) for different types of leads, for example, for-sale-by-owner (FSBO) leads, buyers, sellers, and more. If you’re not assigning all of your leads to drip marketing campaigns, you’re missing out!

3. Use listing and closing Activity Plans

Listing and closing Activity Plans help you manage all the to-dos associated with listings and closings. You get automatic prompts/ reminders so nothing falls through the cracks when you go to list or close a home. You’ll be able to stay organized and in control, no matter how busy you are.

4. Send out Just Listed and Just Sold e-Cards/e-Flyers

IXACT Contact comes with pre-designed Just Listed and Just Sold e-Card and e-Flyer templates. Simply insert text and images in the appropriate places and voila, you’re done! These flyer templates are great for letting your real estate database know of new listings and sold homes in their area. It’s a fantastic way to get some new business!

5. Set-up wireless sync to your smartphone

If you’re using IXACT Contact, our smartphone sync is free. Just call our Customer Support Team at 1-866-265-6990 and they will set it up for you (it takes approximately five minutes). IXACT Contact syncs with the native address book, calendar and task list built into your smartphone. There’s no need to learn a separate app and the sync is instantaneous.

If you’re not using your contact management system for Agents to its fullest, we hope that these tips will help. Good luck!

Do you already use some or all of the features discussed in this article? Please leave a comment below.