Why You Need A Real Estate CRM - Travis Robertson

Why You Need A Real Estate CRM

Real estate coach and trainer, Travis Robertson, shares why you need a real estate CRM to manage your real estate leads. Follow along as Travis shares the five reasons on HOW and WHY you should use have a CRM for your real estate business. Be a successful real estate agent by capturing your leads using targeted real estate CRM software!

Why You Need a Real Estate CRM

Believe it or not there’s still the majority of the agents out there who are not using a customer relationship management tool, also known as a CRM, or a database to manage their contacts and their relationships. Outlook, Excel, a spreadsheet, or a Word document are not CRM programs, and neither are sticky notes slapped all over your computer screen. You need a legitimate database that’s there to manage your contacts and your relationships. Let’s look at five reasons why a CRM is important for you and your real estate business.

Make More Money

The first reason you want a database or CRM platform is because your ability to make money is tied up in your ability to follow up with the people that you’re ultimately trying to serve, whether that’s people you know already, people that are past clients of yours or people that you’re meeting on a regular, consistent basis. If you’re generating leads online or in any sort of volume capacity and you don’t have a database platform I promise you this: you’re losing out on opportunities to serve people that are getting lost in the shuffle because you’re not keeping in touch with them.

Foster Relationships

The second reason you want a CRM or database platform is for something we like to call context marketing. Marketing that you do needs to be in the context of the relationship that you have with people. Without a proper database platform or CRM tool, tracking those relationships and managing people in the context of the relationships you have becomes very challenging. The best marketing you can do takes advantage of the relationships you already have. As an example: let’s say you want to do something just specifically for your past clients. If you don’t have your past clients organized and categorized in some sort of software platform, getting the message out to them becomes almost impossible and takes a lot of freakin’ time. What you want to do is make sure that you have the ability to send out the right message to the right people at the right time. That’s what a CRM is intended to do for you.

Automate Your Marketing

The third reason is that the right CRM platform is actually going to help you automate a lot of your marketing and a lot of your follow-up. Let’s be honest, we get busy and the idea of following up and the “who do I need to email” and “what calls do I need to make” and “what needs to go out more” thoughts get really old. The more of those things we have to try remember the less of it that gets done. If you have a proper database platform with the right funnels and marketing programs and pipelines all set up in it, what that will allow you to get your messages out in an automated, consistent fashion. That will keep you top of mind with the people that you want to serve.

Be Consistent

Number four, which we’ve kind of been touching on just a little bit but I think it’s important to pull it aside is this: if you want to stay top of mind, you’ve got to stay in front of people on a regular, consistent basis. If you’re automating, that allows you to stay top of mind. If you want repeat and referral business, you have to stay top of mind with the people that you want to serve and the people who you have served in the past.

Create Value

Number five is this: at the end of the day many of you at some point would like to retire or at least maybe slow things down a little bit and a database is gold when you come to retire or when you want to slow your business down. If you don’t have a database, you have nothing to sell and what that database gives you is value that you can pass on to somebody you’re mentoring or  somebody that wants to ultimately takeover your area or your sphere of influence. At the same time, you get a nice referral fee that’s coming in on a regular, consistent basis allowing passive income as you start to slow down your career and maybe move on to something else. That database is the only asset you’ll ultimately have when the time comes for you to sell your business.

Leave a Reply 20 comments

joe Reply

no sound

shari Reply

Sound works

Megan Harnal Reply

Great job, can’t wait to hear what system(s) you recommend…

    Travis Robertson Reply

    Thanks! Stay tuned for the next one! 😉

Hans Bruhner Reply

I have been using one system that is pretty good for after I close a loan but I just switched to a robust CRM which is Mortgage Planner CRM and is built for my industry on the backbone of SalesForce. They make one for Realtors too that is calle Fastrak CRM. I am excited to get more good info. Great timing for me, thanks!

    Travis Robertson Reply

    Very cool! We use Salesforce internally (just made the switch). Very solid platform.

Gene Krutyansky Reply

I skip right to the bloopers!

    Travis Robertson Reply

    LOL! You’re probably not the only one. 🙂

      Gene Krutyansky Reply

      lol! besides now you’re making us wait till the next video for the meat and potatoes, what kind of crap is that!!! didn’t you hear that netflix puts the whole season out at one time now!

        Hans Bruhner Reply

        It seems Travis has one over Netflix as he has you on the edge of your seat Gene. I do love getting an entire season of a show at once though.


Awesome Video! Any chances of you coming to Edmonton Alberta?

Melanie Galea Reply

I don’t want to have to wait for all of these. I’m literally going though CRM hell right now as I really don’t want a CRM and transaction manager that is separate. I’m NOT happy with my current CRM. #soapBox I’ve researched a new company that would be perfect: Realty Commander, but they really don’t have a CRM in it… and they are the PERFECT transaction manager…. I’m seriously having a #hateAttack #help!

    Travis Robertson Reply

    LOL! Check your Facebook messenger. 🙂

    Rishawn Brandon Reply

    What are you using now?

How To Choose The Right Real Estate CRM - Travis Robertson Reply

[…] that you know why it is important to have a CRM, it’s time to choose one. As someone who has trained tens of thousands of real estate agents, […]

How To Monetize Your Real Estate CRM - Travis Robertson Reply

[…] you have missed any of the previous videos, you can check them out here: Part 1 – Why You Need A Real Estate CRM  Part 2 – How To Choose The Right Real Estate CRM Part 3: How To Organize Your Real Estate […]

4 Tools That Will Add Hours To Your Week - Travis Robertson Reply

[…] learned about CRM’s in a previous series of videos. If you haven’t, go back and do that. The power of a great CRM tool is this: if […]

Leave a Reply: