Join 90,000 of your peers

Don’t miss out on the latest tips, tools, and tactics at the forefront of customer support.


Why Real Estate Agents Need Salesmate CRM to Nurture Client Relationships

4 Min read

It may be hard to believe, in this day and age, but many real estate agents are still managing relationships with their customers the old-fashioned way. They don’t make use of technological tools that can make their jobs much simpler and more efficient. One of the biggest aids they overlook using is a comprehensive and high-quality customer relationship management (CRM) tool, like Salesmate.

Ask nearly any real estate agent what makes them successful and they will likely say that it is the relationship and rapport that they build with their clients. They have to earn the trust and confidence of clients, which takes time and requires that they stay on top of things ’ not letting anything slip through the cracks. Staying updated and making regular, consistent contact with clients is made easier for realtors when they use the right CRM. But those benefits are really just the tip of the iceberg. The most significant benefit is how a CRM builds and nurtures client relationships.

Get your sales organized with Salesmate

Feature rich and best suited CRM for small businesses

Try Salesmate for Free

How a CRM Fosters Positive Client Relationships

When real estate agents use CRM software, it helps build strong and valuable relationships in the following ways:

  • Provides organized information, all in one place. Have you ever walked into someone’s office and found that their desk and computer were covered with scribbled-on post-it notes? It doesn’t present the most professional image. It also makes the desk owner seem scattered and overwhelmed. With a CRM, a lot of useful information is consolidated from many sources all in one place. And, that information can be accessed from many platforms ’ desktop computer, laptop, tablet, or smartphone. Real estate agents will be organized and on top of things building confidence and trust with their clients.
  • Puts relationships in context. The biggest rapport-builder is friendly and regular contact made with the context of the real estate agent and client relationship. Tracking those relationships can be pretty challenging without a CRM. Suppose you want to send out a ’’Happy One Year Anniversary in Your New Home’’ e-card, or a letter to prospective clients in a specific zip code. The most effective marketing takes advantage of the context of the relationship. Without relationship managing software, what seems like a fairly easy task could take hours of looking through files and calendars. A CRM should allow you to send out the right messages, to the right clients, at the right time.
  • Allows for automation of tasks and marketing. According to research done by the National Association of Realtors, in its Real Estate in a Digital Age study, it was found that 93% of real estate agents prefer to use email to keep in contact with their clients. But that can be a lot of work without a CRM platform that helps you automate many of your emails, marketing, and follow-up. When you have the right CRM it will allow you to get your messages out automatically. It is not going to eliminate all manually entered emails, of course, but it will cut down on the number and save you time. It will also help you to stay engaged with clients, thus building rapport and strengthening relationships.
  • Offers customization. A good CRM will allow you to record all the pertinent information about each client. By entering the information in ’ everything from price range, how many bathrooms they want, to what kind of flooring they like ’ you will not only be able to customize marketing, but also personalize the service provided to clients. Clients want to know that realtors know who they are and what they are looking for. A generic, impersonal email doesn’t do that. But a CRM program can help you make sure that you are giving clients personal attention.

There are other reasons that realtors should consider getting rid of the post-it notes and try Salesmate CRM. In fact, DesignRush considers Salesmate as one of the best real estate CRM of all time.

Have a real estate business? Check our CRM for real estate agents to nuture more deals.

Start your 15-day FREE trial Try Salesmate for Free

No credit card required

You may also enjoy these

Sales Management

Sales commission guide: How to use it as a motivational tool

The key to attracting and retaining top-performing sales reps is sales commission.  A skilled sales...

16 Min read
myth busting

Busting the myth! Live chat alienates customers

You are about to purchase a product, but there isn’t enough information. What would you prefer...

5 Min read
myth busting

Busting the myth! Cold calling is dead

Have you been cold calling your prospects and reaching nowhere?  Well, let's...

7 Min read

📔 Sales CRM: An absolute guide

Every company needs an effective sales structure or process if they want...

27 Min read
myth busting

Busting the myth! Retargeting is a creepy stalker

Do you ever look at something and get a déjà vu? In...

5 Min read