How to Manage Leads with your Real Estate CRM

Good Morning! Would you like to know how to make your Real Estate CRM more manageable? Well if so, stay tuned. I’m going to go through my rules for using my CRM.

I am a real estate broker and Trainer with Exit Realty in San Antonio. Working with Realtors I find that many get lost in the many tools and technologies that are available to them. So, with the agents we train, we keep things very simple. And when all else fails, keeping it simple works best.

I have adopted several rules for my Real Estate Database and lead management, which help me keep it, well, manageable. What I mean is, I don’t need 1000 leads in my database. I need quality propsects who are looking to buy or sale within the next year. Of course there are exceptions to this, which would be a farm area or a very niche market or past clients.

Rule # 1

Put all new leads in your database. Yes I know this goes against what I just said, but wait there’s more. I call and email these leads every day for three days. It’s like baseball. Three strikes and you’re out! If I do not get any response, I delete them. Which leads to rule # 2.

Rule # 2

[img src="http://trackthelead.com/wp-content/uploads/2014/06/BAD-Lead-mark-through.png" mce_src="http://trackthelead.com/wp-content/uploads/2014/06/BAD-Lead-mark-through.png">

Give yourself permission to delete people, or throw them in the trash. If people are rude, snotty, make you uncomfortable seem like they might break the law etc, etc. Don’t work with them. You run your own business. You can decide who you want to work with. If every time their name comes up you get a cringe in your stomach, why are they in your database? At first you may find yourself deleting more than you should, and that is o.k. As you get better at these conversations, and stronger in your stance, being able to tell people no, you may delete less and keep more folks in your database.

Think about these two rules. Apply them and you may find your life become more joyful.

More rules to follow in my next blog. Look out for it.

We created Track the lead as a simple solution for Realtors. Track the Lead is a real estate CRM system along the lines of top producer, realty juggler, salesforce, all clients, market leader, zoho and many others. It may be true that many of these have more functionality, none of them are as simple. Go To Trackthelead.com/trial and give them a try.