What not to do when using a Real Estate CRM

At this time, having and recognizing the value of a good real estate CRM is paramount. However, some agents admit they have one and do not use it effectively. Others say they aren’t using one at all!

You’ve heard it before: the best real estate CRM is the one that you use. Find the system that offers the features that are most important to you and watch your business flourish.

Maybe you’ve tried several different solutions and haven’t found one that works for you. Or maybe you currently subscribe to a real estate CRM and feel guilty for not making the most of it.

Here are the 4 main ways that real estate agents fail their CRM systems and prevent them from working well.  And most importantly, I’ll outline some solutions so your real estate CRM will work for YOU, rather than you working for it!

1. Not Getting Started

It’s a common problem. An agent understands they need a real estate CRM to stay organized, they research options and finally choose a solution. However, they never even log in!

Even the best CRM in the world can’t work unless you give it a chance.

Some real estate agents feel intimidated by starting a new system. But once you get started, you’ll be amazed by how easy the startup process is, and how much time you save!

SOLUTION: Choose a real estate CRM that offers unlimited customer support with an emphasis on helping you get set up.  Even tech-savvy agents appreciate a hand in getting started.

2. Not using your Phone

Another thing you could be doing wrong is resisting the mobile transition.  Since agents are so often on the road, it’s crucial for you to be connected to your contacts at all times. If you aren’t using a CRM mobile App, you may not be staying as organized as you could be.

When you try to catch up on tasks later in the day on your laptop, it’s possible that you’re forgetting tasks, allowing quality leads to fall through the cracks.

SOLUTION: Once you’ve chosen a real estate CRM and opened an account, download the CRM App or mobile version and start exploring.

For many of us, our mobile phone is practically an extension of our arm. With your CRM App installed, you’ll be able to stay on top of tasks quickly and conveniently.

3. Not Nurturing your Leads

It’s relatively easy to keep in touch with your contacts when most of them are close friends and family members. But as your contact list begins to grow, it becomes more challenging to regularly communicate with your prospects.

Email marketing is one of the first steps to success. It helps your leads and past clients remember your name and how to contact you. So when they are ready to move, they know who to contact.

Some agents neglect to set up drip nurture campaigns simply because they assume it’s a complicated process. The truth is that it’s both easy and effective.

SOLUTION: If you are still shopping around for a real estate CRM, choose one that includes pre-written, real estate specific lead nurture emails that you can easily use. Some robust CRM systems will even include many different plans depending on the lead you are nurturing. These plans could include campaigns for buyers, sellers, renters, FSBOs, and hot leads.

4. Not Using an Integrated Solution

One of the challenges of our time is finding a way to remember the seemingly hundreds of passwords for all our online accounts. different passwords we need for each online account we have.  Maybe you have an account for a CRM, a separate program for email marketing, and another subscription for your real estate website. That’s a lot of different invoices each month and a lot of different passwords!

SOLUTION: Choose an integrated solution that includes your real estate CRM, email marketing AND your agent website all in one. This will streamline your workflow, your invoices and the same support team can assist with all your different questions!


If you don’t feel like you’re making the most of your real estate CRM, you may be failing the system in one of these key ways.  Take advantage of the support team to help you get started, make sure you go mobile, nurture your leads effectively and use an integrated solution.

IXACT Contact is a real estate CRM and email marketing solution that includes Agent websites. Try it now FREE for 5 weeks and find success with your real estate CRM!