Buffini & Company Blog

5 Things to Prioritize in Your Real Estate CRM

Brian Buffini’s Mid-Year Bold Predictions 2024 registration is now open. Has there ever been a more complex time in the real estate industry? Brian will give you the inside scoop on what’s taking place behind the numbers at 10 a.m. PT on July 22. Register now.

Jam-packed holiday and school-at-home schedules can make it easy to neglect your real estate CRM. However, the new year is the perfect opportunity to dive into your real estate CRM and tend to your database so that you can set and achieve your 2021 goals.

Software like Referral Maker® CRM from Buffini & Company is designed to help you run your business like a pro — but it only works when you actively maintain it! Here are five things to organize in your real estate CRM right now for success later.

Track Your Activities — If you don’t input your real estate lead generation activities into your CRM, you won’t be able to track your progress. Be consistent about updating your CRM when you send a client a personal note or chat with a new lead.

Update Your Goals — CRM software like Referral Maker CRM contain sections for you to establish your income goals. If you’ve already created goals, see if you need to make any updates or adjustments to reflect your current situation.

Explore the Mobile App — If you’ve yet to dive into your CRM’s mobile app, use the time to set yourself up. Get familiar with the different features, and consider watching tutorial videos. Buffini & Company has an entire library of help videos to assist Referral Maker CRM mobile users!

Complete Your Daily To-Dos — Your real estate CRM should populate daily lead generation tasks for you to complete. For example, Referral Maker CRM shows you your to-dos as soon as you log into the platform. Make sure you’re staying on top of these to keep on track with your goals! It may seem obvious, but with so many distractions in a work-from-home environment, these can be easy to skip over.

Sort and Qualify Relationships — This should be a top priority within your real estate CRM! Go through each relationship and check in with them with a call. Determine how likely this client is to refer you to others, and rank them accordingly. While this may be time consuming, sorting and qualifying your database is the best way to make sure you’re marketing to the right people, and spending your time efficiently.

Use this time at home to get reacquainted with your real estate CRM! Check out Referral Maker CRM to help you get started with your goals and sorting and qualifying your relationships.

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