Why Use the CRM?
In real estate, relationships are everything. The CRM helps you:- Never forget a follow-up - Set reminders and get notifications
- Know your clients - Keep detailed notes on preferences and history
- Track your pipeline - See where every deal stands at a glance
- Work smarter - AI suggestions help you prioritize your time
CRM Dashboard
When you open the CRM, you’ll see:Recent Contacts
People you’ve interacted with recently
Follow-ups Due
Contacts who need your attention today
Hot Leads
Your most engaged prospects
Pipeline Summary
Overview of deals in progress
Key Features
Contact Management
Store everything about your contacts:- Contact details (phone, email, address)
- Property preferences
- Transaction history
- Communication log
- Custom notes and tags
Activity Tracking
Log every interaction to build a complete picture:- Phone calls
- Emails
- Text messages
- Meetings
- Property showings
- Open house attendance
Pipeline Management
Track deals from first contact to close:| Stage | Description |
|---|---|
| New Lead | Just added, needs qualification |
| Contacted | Initial outreach made |
| Qualified | Confirmed buyer/seller intent |
| Active | Actively working together |
| Under Contract | Deal in progress |
| Closed | Transaction complete |
Smart Reminders
Never miss a follow-up with automated reminders:- Task reminders - For specific actions you’ve scheduled
- Follow-up alerts - When it’s been too long since contact
- Birthday reminders - Stay personal with clients
- Anniversary alerts - Home purchase anniversaries
Getting Started
Import Your Contacts
Start by bringing in your existing contacts. You can import from CSV, connect another CRM, or add contacts manually.
Organize with Tags
Use tags to categorize contacts (e.g., “Buyer,” “Seller,” “Past Client,” “Hot Lead”).