How to Manage Client Data in Real Estate

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Do you have a lot of information that you need to keep track of for your clients? Do you have a hard time managing it all? In this article, we're going to talk about customer data management. We'll discuss the four main ways that people store their data to keep it organized and accessible. We will cover why each option is better depending on what type of information needs to be stored or who needs access. There are many advantages when using these storage methods since they allow for easy updates with minimal effort. Each one has its advantages and disadvantages for your real estate business.

Excel spreadsheets

Excel spreadsheets are some of the easiest ways to store data associated with one person or organization. They are excellent for keeping track of information about a single client, such as their contact details and invoices, among other things.

These spreadsheets can range in complexity depending on how much needs to be stored within them; however, they tend to be best when you have a lot of information to keep track of. It's also easy to share these spreadsheets with other people, such as references and fellow employees, so that everyone can access the data they need in one place. The only real downside is that it doesn't allow for multiple users at once since each person has their spreadsheet.


A database is an excellent way of storing client information since it allows many different people to access and edit the same document at once. This type of storage method is great for when you're working with clients who need multiple updates throughout the year, such as types that depend on certain information from you.

Database management is a little more complex than Excel spreadsheets since it requires the user to understand how they work. Still, once this has been mastered, sharing and updates become much easier without any problems or errors occurring. A customer data platform like Profisee is one of the best ways to manage databases since it allows users with different technical expertise levels to get involved. When it comes to real estate businesses, having all the information securely in one place is essential to customer safety and privacy.

Web-based applications

Web-based applications allow multiple users to access information at one time, but they have the added benefit of being a little more accessible to customers. These applications are great for when you want quick updates that will be accessed from anywhere with an Internet connection which is perfect for businesses who need up-to-date information on clients at all times.

Whether updating login credentials or submitting invoices online, users web-based applications are great for small businesses who need to keep track of their clients in a way that's easy and accessible. This is perfect for realtors because they can just send emails to clients for updates.

Paper documents

The final type of storage method on our list is the paper method which can be used when you have extremely important information on your client that needs both security and accessibility at the same time. While this method is probably the oldest, it's still used by many companies such as banks and other places that need to keep data secure.

While this method may seem like a good way of storing client information at first glance, there are some disadvantages when using paper documents. Paper documents can be difficult or expensive to store depending on how much needs to be kept track of, and they don't allow for any updates to be made in the future, which can lead to errors or lost information.

There are many different ways that you can store data for your real estate business; however, it's important that when choosing a storage method, you keep convenience in mind since this will make future tasks easier on yourself and your clients.

Comments (1)

Kristin Johnston - REALTOR®
RE/MAX Realty Center 262-567-2455 - Waukesha, WI
Giving Back With Each Home Sold!

Great information.  Thanks for sharing and have a wonderful weekend!

Sep 24, 2021 07:44 AM