Top 10 Reasons to use a CRM (part 2)

Services for Real Estate Pros

Note:   This is the 2nd half of a 2  part blog... the top 5 reasons were in my previous post....

4.  Improve time management
Auto reminders, auto-follows, tasks and notes -- these are all features of a CRM that improve your productivity, and make your real estate interactions with your customers that much easier.  Never ignore a follow up again, and never forget to reply to an inquiry.

3.  Big picture (and small picture) view
With all this information in a central place, it’s easy to view both the big, and small picture.  A good CRM can help you determine a both strategy and a tactical road map for your company’s journey.

2.    The almighty pipeline
At the end of the day, customers, prospects and partners mean money.  You can’t be successful without a clear view of your opportunities and your pipeline.  If you’re happy with your sales performance, congratulations!  If your pipeline needs improvement, a CRM can show you the way to improvement and help you identify patterns that will help you reach your sales goals.  

1.  Increase your Income
With all of your customers now easily accessible, time management and history of your work in front of you, it’s time to go to work.  The best part about being organized and efficient is that it gives you the ability to make more money!  With a bird’s eye view of your business and the almighty pipeline by your side, there’s no telling what you can accomplish.


Additional Resources

In case you missed the first part of the blog (reasons 10 to 5) you can see it here.


See a review of Insightly by Jeffrey Douglass (real estate agent)


Still curious about how a CRM can help you?  Insightly may just change your life!  Sign up for a free account!

Link to additional blog:  CRM for Real Estate

Comments (4)

1~Judi Barrett
Integrity Real Estate Services 118 SE AVE N, Idabel, OK 74745 - Idabel, OK
BS Ed, Integrity Real Estate Services -IDABEL OK
Loretta, I signed up.
Feb 19, 2013 04:17 AM
Christine Donovan
Donovan Blatt Realty - Costa Mesa, CA
Broker/Attorney 714-319-9751 DRE01267479 - Costa M
Loretta - I may juat sign up. I'm curious to see how it works.
Feb 19, 2013 12:50 PM
Praful Thakkar
LAER Realty Partners - Andover, MA
Andover, MA: Andover Luxury Homes For Sale

Yes, most important reason why anyone should use CRM #1 is...Make Money - i.e. increase your income....

Thanks for all the tips.

Feb 19, 2013 03:30 PM
loretta jones
San Francisco, CA

Sure -- give it a whirl.  We have a free account so you really don't have anything to lose.

Feb 20, 2013 12:22 AM