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The Ultimate "Clean Up Your CRM" Checklist

October 25 2016

wiseagent crm cleanup checklistHaving a good approach to client relationships can completely alter the way you do business—and utilizing a good CRM is key to this success. But, if your contacts and notes are disorganized or out of date, it can negatively affect the way you move forward with current clients and prospective clients.

Get your CRM system back on track with the ultimate clean up your CRM checklist.


Get Rid of Duplicates

wiseagent crm cleanup checklist 2Duplicate records will cause confusion, especially if notes are being divided between duplicates. For example, if an agent on your team has a great interaction with a client and they log the details in a duplicate record that gets lost, when someone else looks at this information, they will have to sift through these duplicate records to find the correct one.

You should consolidate all information on one client into one record and get rid of any duplicates. Removing these redundant records will save time, hassle and will reduce errors.


If you have several different real estate agents accessing the CRM system, you will want to streamline the record entry templates so that each agent knows where to record client information, transactions and opportunities without confusing others. It's always a good idea to get everyone in the habit of entering the following:

  • Current budget
  • How you met the client
  • Current and future needs
  • Next steps in helping this client
  • Brief summary of the conversation


Follow Up with Old Contacts

Sift through the CRM and make a list of old contacts that have not been touched in a while. Now is the perfect time to reconnect. These conversations will help determine if buyers are still buyers, if sellers are still sellers and if prospects are still prospects—or if they have turned into clients. Don't let older contacts take up space in your CRM system. If you try to reconnect, but don't get a response, you can archive the record—but don't delete them because that contact could come in handy in the future.

Clean up those unorganized CRM records and messy client interactions by reaching out to old contacts, eliminating duplicates, and creating templates that will streamline your CRM records. Make sure to perform regular maintenance on your CRM so that it continues to be organized and efficient.

Having an organized CRM system will make you more efficient, build better client relationships and work seamlessly and efficiently to grow business.

To view the original article, visit the Wise Agent blogWise Agent blog.