Are you currently using a spreadsheet (Excel, Google Sheets or Numbers) to keep track of your contacts? If you are, please consider stopping and use a real estate CRM software.

I know a ton of real estate agents out there who are communicating with their contacts off a spreadsheet or even worse napkins, notebooks or sticky notes. What is the most important part of any one business? CUSTOMERS. Best practice for your communication is keeping your contact list clean, organized and up to date.

Here are my top 4 reasons for moving your contact list from an Excel spreadsheet to Real Estate CRM Software:

Best Real Estate Crm - Engagemore Crm

1. Lead Communication and Lead Management

You may think that keeping all your contacts on a spreadsheet is practical and useful. However, the reality is the spreadsheet is most-likely hampering your sales. It’s nearly impossible to track and manage lead activity like that. Even if you are proficient with your Excel spreadsheet lead management system, we venture to guess you would be 100x more efficient if you had a powerful Real Estate CRM software working for you (not against you).

A proactive and invigorating real estate CRM software program with engaging drip campaigns you can put on automation could easily help you keep your pipeline full of buyers and sellers – this includes those leads you thought were old and stale. The right Real Estate CRM software will not only store all the useful information for any present or future customers, but it will help you to identify the leads that are most-likely to work with you. With just 30 minutes a day, with powerful tools that will give you open, click and response stats, you can easily keep track of the hottest business in your database. 

When you have a creative and innovative real estate CRM software product can send automated and regular emails and texts in your real estate drip campaigns that can be customized to match your lead magnet offers, as well target the niches you want to work according to buying, selling, renting, or whatever you decide.

Here are some quick factoids about CRM users in 2021:

  • A Powerful Drip-Campaign Loaded CRM can increase your sales by 29% on average.
  • A CRM pays back approximately $8.71 for every dollar spent on the subscription.
  • CRM’s can improve the accuracy of sales tracking reports by 42%

A Powerful Drip-Campaign Loaded CRM can increase your sales by 29% on average.

A CRM pays back approximately $8.71 for every dollar spent on the subscription.

CRM’s can improve the accuracy of sales tracking reports by 42%

2. Cloud-Based Access for your Team or Administrator

Tracking lead management and conversion is nearly impossible when working from a spreadsheet, notebooks or sheets of paper… am I right?

On the other end of that spectrum is a CRM that is cloud/web based. You can use it anywhere if you have Wi-Fi or data access. If changes are made by one user, such as a team member, administrator or VA (virtual assistant), the updates are automatic and accessible by all. If you are a busy agent, it makes total sense to get help to manage your database with a team and working from spreadsheets gives you no ability to track the activity of your team members.

And, when you have a cloud-based CRM with a mobile version, you have access to your entire database while on the fly at any time right there on your phone or tablet. 

3. Secure Data

Let’s say you have the wherewithal to lock your spreadsheet and then give that password on only to those that need it…with that being said, your customer information is definitely NOT secure. Even if you do lock it with a password, we all know that Excel (no offense to any Microsoft users) is not secure.

Using a web based, security enforced CRM will require a log in and password for you and for any users. You can be confident that all of your treasured lead information is being protected. If you have multiple users, the CRM will allow you to set permissions and parameters for any users that will include multiple layers of security for each level of employee.

In addition, because the real estate CRM software is web based all the info is stored in the cloud. The information will never be lost, stolen or even damaged in a tornado or flood.

4. Automation Through Integrations

Are you using Facebook, your Website or landing page tools to lead generate? Needless to say, integrating your incoming leads with Excel or any other spreadsheet software is not the easiest thing to set up and is not the most reliable or efficient either. 

The Money Is In The Follow Up

A CRM similar to EngageMore CRM for real estate agents is specifically set up to integrate seamlessly with those lead generating tools. And better yet, built-in landing page software is available too so there is an easy lead-to-drip-campaign set up available without third-party integration software needed, such as Zapier. Either way, with easy integration, you can automate your very important follow-up with real estate drip campaigns, hands-free. Especially in real estate, the money is in the follow-up, and faster you respond to a new incoming lead, the better chance you have to work with that prospect. 

If you are not using a real estate CRM software that is user friendly and similar to EngageMore CRM, then you are struggling for no reason. Let the CRM do the work for you!

If you like our tips and enjoy what you are reading you can find more freebies here

If you are not using a real estate CRM software that is user friendly and similar to EngageMore CRM, then you are struggling for no reason. Let the CRM do the work for you!

Contributing writer: Andrea Hendrix

Patti Sampson

Patti Sampson

Having prospected tens of thousands of leads in her top-producing real estate and consulting businesses, Patti is a CRM and Drip Campaign Specialist for Real Estate and Small Businesses. As the Founder/Owner of both and for Agents, she is an Agent Helping Agents to efficiently and effectively manage their Real Estate business and databases to convert more leads to sales consistently.
Associate Broker - Realtor® in Arizona

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