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CRM by Delta Media Group

Strengthen Relationships and Convert Leads

Our Customer Relationship Management (CRM) software keeps your sales associates organized. Our automated, mobile Pipeline Manager helps them track, manage, and engage with customers right from their smartphone. They can prioritize their day with one quick look at their dashboard and automate tasks, so they can get back to what they do best— closing more business. 

• Action Plans
• Email Templates
• Printable eCards & Flyers
• My Customer for Life Newsletter Email Campaigns
• Customizable Customer Lists
• My HomeFinder, Market Watch & Seller Reports
• Open House Connector™ App 
• Facebook Connector™ 
• Customer Review Sharing
• Full Customer Tracking
• Fields for Lead Records 
• Customer Imports & Exports 
• Lead Capture Forms
• Generate Print Mailing Lists 
• Automated Lead Segmentation 
• IDX Listing Integration 


Related Articles

11 Tips to Build and Nurture Your Client Database
2024 is sure to heat up, and you're in the perfect position to get ahead of the curve with a solid game plan. To succeed, grow, and thrive, it's crucial you make the most of your client database. With these 11 tips, you can build and maximize your client roster for a successful year ahead. 1. Start with Social Media Social media is a crucial tool for any business, especially for real estate. With social media, you can get more eyes on your business, reach previously untapped audiences, build brand awareness, position yourself as a trusted expert, and so much more. Think of social media as the gateway to building your client database by adding new prospects and leads. Leverage a to keep your content creation and posting efforts on track, year-round. Remember, the algorithm favors regular, consistent posting and engagement. In turn, you can help increase the odds your posts get seen and shared more. Watch Now: How I Generate Serious Leads from TikTok & Instagram 2. Don't Neglect Your Website Your real estate website is another crucial tool to leverage for building out your client database. It's a powerful platform, allowing you to showcase your authority by spotlighting your brand, showing off your latest listings, highlighting your reviews, and sharing your thoughts and experiences. The best ways to maximize your website? Leverage a real estate technology partner with customizable, high-converting IDX websites. Maintain your blog and update it regularly with relevant, insightful content. Write a killer bio for your 'About' page to build trust in your expertise from the start. Host client testimonials on your website for prospects to see what it's like to work with you. Showcase your latest listings for prospects to learn more about. As an added bonus, you can direct your social media followers to your website to expand and strengthen your online presence, helping support a growing database of clients. 3. Get Out in the Community Nothing builds better rapport with the market you serve than getting out in the community. It will also build your client database in a meaningful, organic way. Volunteer with local charities and organizations, and consider sponsoring them or their events. Go door-to-door to introduce yourself to the neighborhood. Host local events and be an active participant in neighborhood happenings. The more eyes you get on your brand, both online and off, the more you can build your client database with ease. 4. Partner with Local Businesses Also known as co-marketing, partnering up with local businesses to promote one another is a great tactic to reach new audiences offline and more naturally. To leverage this tactic effectively, make sure to promote your businesses in a way that complements each of your offerings and also addresses consumer needs. Ask a business owner or vendor you work or have rapport with to reshare your posts on social media, co-author a guest blog on your website, or co-host events with you. Then, do the same for them. By crossing over into one another's audiences, you can reach new potential clients to build up your network. 5. Activate Your Sphere of Influence Your sphere of influence is made up of your connections, who can turn into clients (or send them your way) and later lead to giving you referrals. That is a lot of potential business, so it's crucial to tap into this network. Stay in touch with your SOI through email campaigns specifically made for them, engaging with their social media posts, and by giving them a call or shooting them a text once in a while. Lead in with wishing them a happy start to the year, and give them a little reminder of your recent wins and your readiness to help anyone with the home buying or selling process. Sometimes, a simple connection and nudge for what you're up to can spark a lightbulb moment to get you in touch with your next client. 6. Educate Potential Clients on the Process You know you're the expert on all things buying or selling. And for people who are gearing up to embark on what's considered the transaction of a lifetime, they need to know you're there to guide them every step of the way. Position yourself as a knowledgeable, committed real estate expert by walking your prospective clients through every part of the buying or selling process. Provide them with educational content, designated meetings, and phone calls to answer any and all questions. By having an open door, and showing you know your stuff, you can nudge even the most tentative of prospects over the fence into a full-on client. 7. Automate Your Follow-Up Process With so many tasks, meetings, and responsibilities that pile up, day after day, it can be tough to feel like you have enough time to manage your client database. So, wherever possible, leverage the power of automation. When it comes to your follow-up process, tap into the power of your CRM to take advantage of automated email responses and nurture campaigns, text message auto-responders, and reminders to give clients and prospects a call. This will take the guesswork out of the who, how, and when to nurture your client database, freeing up your time and mental capacity to focus on forging more meaningful connections. 8. Send Out a Monthly Newsletter Use the space offered by a monthly, scheduled newsletter to keep prospects and clients alike up to speed with what's happening in your business and their local market. A monthly newsletter allows you to showcase your expertise and activities so you can educate prospects and clients. It also provides a way for your database to reach out to you directly by email response or your contact information in the newsletter, keeping you top of mind no matter where they are in their buying or selling journey. 9. Stay in Touch with Past Clients Nurturing your relationships with past clients, no matter how settled into their homes they are, is crucial to your business. Stay top of mind by creating a unique email nurture campaign for past clients, checking in with them on a consistent, but not too frequent, basis, and sending them annual postcards or small gifts on key dates. They could always come back when they are ready to sell or buy again, and they can provide invaluable referrals. Because you're staying in their orbit, they'll know to get in touch with you, helping to build out your client database even more. 10. Ask for Reviews When you get to the closing table and seal the deal successfully, you're in the optimal window to ask your clients for reviews. Ask them what it was like working with you, and get their permission to share it far and wide, publishing it on your Google Business Profile, website, and social media profiles. Having a legitimate perspective from real-life clients' experiences builds your credibility, so prospects searching for the perfect agent in your area know what it's like to partner with you. 11. Reward Your Referrals When previous clients provide you with referrals, why not show them appreciation back? You can send a small gift and nice handwritten note, or even consider hosting events for clients who have provided referrals. This is a great way to nurture existing clients and give them a reward so they can keep sending new clientele your way. To view the original article, visit the Inside Real Estate blog. Related reading Get More ROI from Your CRM Real Estate Agents: Cash in on the Money in Your 'Trash' 3 Ways to Create Forever Clients Using Your Real Estate
25 Tips, Tricks and Resources for Keeping Past Clients
You've likely heard that old bit of business wisdom: it's more costly to find a new customer than to keep an existing one. Acquiring new real estate clients typically means spending on marketing and advertising — and it also requires a whole lot of hustle. Your existing clients, however, already know you and trust you, and with a bit of effort to stay in touch, they're likely to hire you again. But what are the best ways to stay top-of-mind and what tools can help? Those are the questions we've been tackling this month. During the month of October, RE Technology has been running a series of articles every Tuesday aimed at helping you retain more clients. It's part of our "Tips and Tricks Tuesday" series. This month, our theme has been "Never Lose Another Client." Below is an overview of the topics we covered, compiled in one convenient place: 6 Ways Digital Home Management Platforms Help Agents Keep Clients Forever 3 Ways to Create Forever Clients Using Your Real Estate CRM 4 Tips to Ensure You Never Lose Another Client How to Attract Customers... and Keep Them: Think Like a Healthcare Network Unlock the Secret to Keeping Clients We hope these articles were helpful to our readers. However, you should know that great advice about keeping clients isn't something we share just one month per year — we do it year-round! To help round out our client retention-focused month, today we want to share more resources that we've published over the years. Let's dive in… First things first Before you can lay out your approach to client retention, you need to understand why clients forget their agents and what they want from you after the sale. According to What Do Past Real Estate Clients Want?, they want to know that they can approach you in the future if they have questions or need contractor recommendations — basically, by being a reliable source of homeownership information, you inspire long-term loyalty in your clients. That helpful approach can start immediately with something as simple as sharing a New Home Checklist for Your Clients: 11 Things to Do After Unpacking. Tools and strategies for client retention There are plenty of tools out there that can help you maintain client relationships. Before you look to plunk down serious cash, however, don't forget to look to your MLS. Here's a simple way you can use your MLS to stay in touch. One emerging client retention strategy is called "homeowners under management," which leverages home management platforms. These platforms support homeowners throughout the homeownership lifecycle by providing a single place for them to track their home's equity, store important documents like mortgage docs and insurance policies, learn about maintaining a home, and much more. These platforms are typically branded to the agent's or brokerage's business, which puts your real estate business front and center whenever the client accesses the platform. HomeZada and Milestones are two major players in this space. Another way to stay-top-of-mind with past clients is by tapping into their innate curiosity about their home and neighborhood. CoreLogic's ePropertyWatch automates this process for you by sending out periodic neighborhood and property reports to your contacts. For a more personal touch, we've always been partial to the annual equity update. You can use RPR or your MLS's public records tool to create a home equity report, and then reach out to homeowners on their home purchase anniversary to share that report. It's a great reminder to past clients of the value you provide and of your market knowledge. Of course, keeping track of that anniversary date means relying on perhaps the most important tool in your client retention arsenal: the CRM. But we think that deserves a section of its own… Working your database Your real estate CRM is a veritable goldmine. If you're not taking advantage of it to stay in touch with past clients, check out the following articles to learn how to: Build a healthy repeat and referral business Create a follow-up process Use your CRM like a top-producing agent Email is one of the easiest ways to keep in touch with former clients, especially when automated, and most CRMs offer email functionality. Here are some email campaign ideas you can try to retain existing clients: Example of a Homebuyer Follow-Up Campaign 6 Emails You Can Use to Stay in Touch with Past Clients Communication is key We've talked a lot about keeping in touch with past clients, but if that's something you've let fall by the wayside, never fear! It's never too late to reach out. In fact, one agent didn't reach out to a client in 12 years, but when she did, she earned $10,000 from a personal note! If you need a little help in reaching out to contacts you've fallen out of touch with, see: The Ultimate Script for Reconnecting with Past Real Estate Clients. For more strategies for staying in touch, see: 6 scripts to keep in touch and get more business The 8-step outreach plan to use with buyers during their first year of homeownership Finally, what you don't say is sometimes just as important as what you do say. Learn how to avoid a communication faux pas in 5 Things an Agent Should Never Say to Leads and Past Clients. More tips and tricks for your real estate business Catch up on our previous Tips and Tricks Tuesday series: 52 Resources for Making Money with Your Phone 40 Tools, Tips and Scripts for Finding More
4 Interesting Ways Top Producers Use Their CRMS (That You Might Not Be Doing)
Most agents use some kind of a CRM, whether that's a spreadsheet where they keep a contact list and track activity, or a sophisticated platform built specifically for real estate agents. And even though agents know that they should be leveraging these tools to help them generate more business (and more income), many of them seem to be doing so … somewhat halfheartedly. That's what new WAV Group research indicates, at any rate. The group surveyed agents, split responses according to production level, and then analyzed the big differences separating top-producing agents, who close more than 30 deals every year, with agents who close fewer deals than that. The big takeaways? Agents who produce more are using their CRMs a little bit differently than agents who produce less. Here are some ways you might consider tweaking your own CRM use in order to join that top echelon of sellers. 1. Choose Something and Stick With It Everyone in real estate has heard of "shiny object syndrome." While it's a good thing to be on the lookout for potential improvements in the products you're using, that's not a great philosophy to have when it comes to working with a CRM. One big thing that sets top producers aside from agents who don't close as many deals is that they have been using their CRMs, on average, for longer. This indicates that they are switching platforms less frequently than lower-producing agents. If you use something for a long time, you get to know its quirks and abilities much better than if you're constantly swapping it out for something new. Of course, it makes sense to look for a new CRM if yours can't do what you need it to, but oftentimes that's a user issue, not a software issue. 2. Take Some Classes (Preferably Time-Bound) A real estate CRM is a notoriously complicated piece of software, and for every feature it adds, the users will need a bit of training around how to best deploy the feature. If you never took the opportunity to take an in-person or live online training around how to use your CRM and everything it can do to bring in more business, there is no time like the present! Top-producing agents are significantly more likely to say that they invested time and energy in learning how to use their CRM, either at a live in-person training, or through online training that is time-bound. On-demand videos can also be good options, but don't forget: You'll need to actually watch them and pay attention to them in order to get anything out of them! 3. Use Your CRM Every Day When asked how often they use their CRM, the top producers in the survey were significantly more likely to use their CRM multiple times a day, or at least once every day. And when markets start to shift and tighten, they are more likely to report investing even more time into their CRM activities. Some CRMs offer lists of priority activities and potential clients to tackle or reach out to every day. Whether or not you need that feature, it can be a good jumping-off point for training yourself to use the platform every day, no matter what. 4. Focus on One-On-One Conversations Instead of Blasts Another interesting and significant way in which top producers differ from lower-producing agents in their CRM usage is the specific activities they focus on when they are using their CRM. Agents who aren't closing as many deals tend to be somewhat all over the place when it comes to their CRM usage: In other words, they're trying a little bit of everything, and they might not be entirely sure about what's really working and what's not. By contrast, top producers are more likely to use their CRM to facilitate and track one-to-one text message or phone conversations with their prospects. They're doing this more than email blasts or other marketing tactics that a CRM supports. (Top producers are still using email blast features, to be clear, but they're also focusing more relentlessly on those individual outreach opportunities.) Don't know what to share in those private conversations? Consider using RPR to generate a CMA for any homeowners in your network, or for buyers who might be interested in a specific property. The platform has almost endless opportunities for generating specific market data for the people in your sphere. If you don't have a CRM, it's time to get one. And if you do, and you're not using it like a top producer, then maybe some of these tips will help generate more leads (and more business) for you, which is exactly what a CRM should be doing. Happy prospecting! Next Steps Read more articles about CRMs Explore CRM solutions in our Product