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Every Real Estate Agent Needs a CRM

“I forgot to call that potential buyer back” usually means “I lost that potential buyer.” A good customer relationship management (CRM) system can fix that.

NEW YORK – Experts say an effective, user-friendly customer relationship management (CRM) system has the power to help real estate agents navigate all the moving parts of an evolving industry.

A proper CRM can become a productivity booster, setting up a user’s day based on their priorities, goals and progress to date.

In addition to a time-management resource, a good CRM can be an invaluable marketing tool that helps position an agent as the resident real estate expert for clients and prospects.

At the same time, the ability to organize contacts by importance, contact preference and other details doubles as a extensive database that agents can count on to nurture their business relationships.

Another hallmark of a good CRM is its ability to produce in-depth reports on transactions, costs and financial goals – in other words, all the data needed to run a business in a professional manner.

To get the most out of a CRM system, experts recommend that agents choose one that offers initial and continuing support.

Source: RISMedia (10/20/23)

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