Real Estate Brokerage CRM and Leads: Working in the Old vs. NEW

Why is it that you run into so many old-fashioned "CRM" systems? And then there are the quasi-CRMs with a little bit of lead management, and then there are the standalone, sweet-technology systems (like call tracking or auto-texting).

What a brokerage, successful team or large real estate company truly needs is high integration and high automation around some very simple tools that make your life easier. But, at the end of the day, those tools still need to help close transactions and kick out some reporting.

Well, it turns out that you not only need the right system or solutions, but you also really need the right mindset around those tools. More specifically, it is about making sure you mentally commit the team to the new way of doing things.

For today's post, we have brought together some of the ways that working leads and contacts in an old system or process contrasts with the way they can (and should) be worked in a new technology system.

Scenario 1: What Actually Happened to Your Lead

OLD:

Lead comes in, you manually pass or email it out to an agent, and create a task for yourself to follow-up with the agent in a week. One week later, you email the agent for an update.

New:

Lead enters the system from any source, and distributes out to a single agent or group of agents. Once the lead is accepted, automated emails and text messages can begin going to the lead, and the agent can click-to-call, click-to-text, or email the lead immediately – which activity is tracked in the system. One week later, the lead manager checks the prior week's leads, and views the leads activity alongside the agent's auto-logged activity.

No self reporting, no "All these leads stink," no BS.