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5 Reasons You Need a Real Estate CRM

November 05 2019

Do you want to be more productive, better organized and have more control over your business? Use a real estate CRM. A Customer Relationship Management program is intended to help professionals stay on top of their businesses and succeed. Here's how an investment in a real estate CRM will take your business to the next level.

1. Manage your database.

A database is a list of relationships. When you work by referral, you rely on these relationships, and their referrals, to drive your business. A CRM allows you to store all of your clients' information in once place so you can refer to it quickly. Keep the information updated so that you'll always know how to contact your clients.

2. Connect with clients.

Do you know who to contact today to touch base and ask for referrals? If you use a CRM like Referral Maker®, you will. A CRM like Referral Maker was designed specifically for real estate professionals who work by referral. You'll know who to call, write a personal note to or deliver a Pop-By to every day. And, if you're stumped about what to say, there are scripts available to help you start the conversation.

3. Track your productivity.

How productive are you each day? Your CRM can tell you. You'll see at a glance all the activities you've completed each week. With this information, you can see what you need to do to finish the week strong. Tracking your activities keeps you motivated to succeed.

4. Stay on top of your finances.

One of the most important things you can do as a small business owner is track your finances. When you know how much money is coming in and how much you're spending, you can adjust your spending for the financial health of yourself and your business.

5. Set and achieve your goals.

Having goals is an important first step to success. But, it's not enough. It's important to follow up with an action plan to make sure you achieve the goals you've set. Referral Maker CRM not only allows you to set goals in your business and personal life, it also helps you track your progress so you can be sure you achieve them. Track your activities, see your progress and achieve your goals.

There is a lot of real estate CRM software out there — make sure you find one that is rooted in the fundamentals of business success. Referral Maker CRM from Buffini & Company is a great one to help you control all aspects of your business, from lead generation to your overall productivity. Still on the fence about using a real estate CRM? Download this free guide, 5 Reasons You Need a CRM, to find out why it'll be one of the best investments you'll make in your career.