Crush Your Day: Daily Workflow for a Winning Real Estate CRM
Many teams overcomplicate their Customer Relationship Management system. Here's a practical system to streamline your daily routine, keeping your communication channels clear, tasks on track, and calls prioritized – all usually accessible through your mobile app:
Lead Engagement (Inboxes)
Imagine an excited potential buyer reaching out, only to be met with radio silence from your overflowing CRM. Let's change that. Here's how to prioritize lead engagement:
- Respond Quickly: Set a timeframe (e.g., 24 hours) for responding to all new leads. This builds trust and responsiveness.
- Categorize for Clarity: Use lead statuses, tags, and notes to categorize leads based on their progress.
Self Accountability (Tasks)
Tasks within your CRM are the roadmap to closing deals. Here's how to optimize your task management for daily success:
- Be Specific: Avoid task names such as"contact lead." Focus on clear, actionable steps like "call lead to discuss property details for listing X."
- Deadline Discipline: Assign realistic deadlines for each task, fostering urgency and keeping you accountable.
- Uncover Bottlenecks: Regularly review overdue tasks to identify slowdowns in your sales pipeline. Address them with targeted training or revised workflows.
Outbound Prospecting (Call list)
The phone call remains the most powerful tool in real estate. Here's how to leverage your CRM to promote daily outbound calling:
- Call Attempted Filters: Use a filter to identify leads with less than 3 attempted calls. These are missed opportunities for connection.
- Hold Yourself Accountable: Track your call attempts and address any low numbers within your team.
- Reward Initiative: Consider rewarding agents who consistently prioritize prompt outbound calls, creating a culture of engagement.
By incorporating these steps into your daily workflow and utilizing your mobile CRM app, you'll transform your CRM into a lead-generating machine that keeps all communication centralized and accessible. Remember, a clean, well-organized real estate CRM designed for your industry is the key to real estate success.