What is a CRM (And Why Real Estate Agents Need AgentPlan)?

Between listings and showings, we know that your real estate plate is near full. In 2020, the easiest way to carry a large work load is to work smarter-not harder. Specifically, you need an all in one CRM (AgentPlan!) to virtualize your business. 

CRM stands for Customer Relationship Management. For most real estate agents today, this is something like a virtual address book- something that stores important details of a client in your own personal database. Some consider it a process that marries strategy to convert less to long-term clients. No matter what a CRM may mean to you, know this: without it, you are missing out on sales. Here is why you don’t need just a CRM- you need AgentPlan. 

The Daily Five 

The Daily Five is a sales strategy which essentially suggests that you call five clients per day, talk to each of them for five minutes, and do it five times per week. With a system like AgentPlan in place, this could be done seamlessly! You can sort out your clients into groups such as “leads from my latest open house” and call according to this tactic. Speaking of the strategy, let’s do the math on this one: 

In a week, you make contact with 25 people. By the end of the year, you’ve made 1,250 calls. If your database contains 300 names, this means you would’ve spoken to each person a minimum of four times a year. Let’s say only 5% of these calls lead to a business opportunity or a referral. This may not seem like much, but it could translate to a whopping 62 transactions a year. 

Whatever your quota is, AgentPlan has you covered. 

Digital Marketing Automation 

Another major incentive is AgentPlan allows you to automate your real estate businesses digital marketing. Sending a postcard in the mail shows a personalized touch most clients appreciate. However, even with 100 clients, it’s impossible to remember everybody’s birthdays, anniversaries, and special events. AgentPlan’s system sends out reminder emails and notifications which allow you to never miss a birthday or event again. Alternatively, you can choose to keep in touch with your clients via a monthly, weekly or quarterly newsletter. This is made available using our mass-emailing tool, which allows you to select from several templates or completely customize an email to a select few or all of your database. Doing this saves you from combing through your database and deciding who receives an email that day. AgentPlan does that legwork for you- and that means growing your business. 

Relationship Development

With AgentPlan in your arsenal, you can develop more solid relationships. This is golden ticket in an industry that determines your success based on the quality of your relationship. 

An important part of developing your relationship is being dependable. When you’re busy, important emails and phone calls could easily slip through the cracks. Unfortunately, this makes you appear unreliable to your clients. AgentPlan offers tracking and accountability so you can easily follow through with what you’ve promised to do. Let’s say you get a call from a client, Sally, on a Thursday. You promise to follow up with any new listings to match with her criteria. Setting a quick reminder on AgentPlan insures that Sally get’s her listing matches on a Monday. It’s that simple. 

Making your CRM System work for you 

CRM for real estate agents is playing an increasingly critical role in agents' digital marketing campaigns. A major benefit of using AgentPlan is that it makes your campaigns more trackable, which makes it even easier for you to determine how successful it is. 

In light of this, it may come as no surprise to you that according to research, today's top-earning real estate agents spend more money on CRM solutions than low-earning agents do. 
If you want to be a top salesperson, AgentPlan has to be an integral part of what you do on a daily basis. 

The key, though, is being disciplined in your use of it. Having a tip-top CRM system is useless if you don't plan to use it in the way it is designed to be used. 

In other words, your CRM system will help you only if you allow it to by taking the proper steps. After every conversation with one of your contacts, enter notes on what you talked about, and then schedule a talk with the next contact. 

When you use your AgentPlan judiciously, you'll start to notice your relationships strengthen over time. Your pipeline will be bursting at the seams. And your real estate business will grow more quickly than ever before.