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CRM Best Practices for Real Estate Agents

CRM stands for "Customer Relationship Management," and over the years real estate agents have used a variety of tools to manage and track their client relationships. In the old days, we used a Rolodex and handwritten notes. Then we migrated to a Microsoft Excel spreadsheet, which gave us an enhanced ability to organize and sort our contacts.

However, these "old school" tools can't begin to compare to the power and capabilities offered by the CRM software systems on the market today.

There are a number of excellent CRM options, many of which are customized for the needs and uses of real estate agents. We personally use Realvolve in our brokerage, GoodLife Realty, and we recommend it to Paperless Agent Coaching Club Members, as well.

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