Tell Tale Signs You’re Not Practicing Effective Contact Management

Real Estate Technology with IXACT Contact Real Estate CRM

I’m often asked by REALTORS® why they should care about contact management.  It looks like work to them and they’d rather be out and about.  Here’s the answer: Being a Realtor is a tough job, but doing a poor job of contact management makes a tough job even tougher.

Every realtor has heard about contact management, and many believe they are doing a good job of it.  Yet few are actually doing it properly, or reaping the potential rewards of good contact management. Many simply don’t have a real estate CRM system that makes contact managament easy.

So what are some of the tell tale signs that you may not be doing as great a job as you could at contact management?  Here’s just a few:

  1. Your contact data is all over the place.  Some is in your smartphone, some is in Outlook, some is in your website, and some more is scribbled on pieces of paper, notebooks and yellow sticky notes.
  2. You’re frustrated because it’s so hard to find the information you need when you need it.   Too often, the information you can find is incomplete, inaccurate or conflicting.
  3. You feel guilty because you miss commitments and appointments.
  4. You feel embarrassed when you meet a client and forget critical personal information that client has shared with you previously.
  5. You hesitate to call contacts because, quite frankly, you don’t know what to talk about.
  6. You feel out of control and constantly “behind the 8-ball”.

Do any of these signs ring a bell with you?  If so, you’re a normal realtor struggling to do the best you can at a challenging job.  In my next post, I’ll look at how doing a good job at contact management can make a Realtor’s job significantly easier and less stressful. To sign up for a free, 5-week trial of IXACT Contact real estate CRM, visit our website at

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Matthew Naumann
Exit Realty Charleston Group - Goose Creek, SC
Goose Creek, SC Real Estate Agent


Great Post.  Thanks for the signs.  I am definitely going to monitor myself so things do not get out of control.

Thanks for sharing,

Matt Naumann

Sep 08, 2010 02:52 AM #1
The Brewer Team - Benchmark Realty
Benchmark Realty - Franklin, TN

THis seems like the typical realtor I talk to. Unfortunately, it's to hard for some to get organized, so they don't try.

Sep 08, 2010 04:04 PM #2
Rich Gaasenbeek
IXACT Contact Real Estate CRM - Toronto, ON
Real Estate CRM & Marketing Made Easy!

Matt, glad you found my post helpful.

Elizabeth, unfortunately too true!  Without being well organized, success as a Realtor is not impossible, but it comes at a steep price...

Sep 09, 2010 03:07 AM #3
Kathy Torline
ERA Herman Group Real Estate - Colorado Springs, CO
Colorado Springs Real Estate Blog 719-287-1049

I agree that Contact Management is extremely important.  I mentor new agents, and it is one of the things I constantly remind them. they have to have some type of Contact Management system.

Sep 13, 2010 01:37 AM #4
Marilyn Tolhuizen
McColly Real Estate - Crown Point, IN
Real Estate Specialist - 219-616-7069 - NW Indiana

Ok-you got me.  I'm on to blog two.

Jan 13, 2011 04:52 PM #5
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Real Estate CRM & Marketing Made Easy!
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