1 K E E P I T A L L I N O N E P L A C EA real estate CRM can store all your contacts,transactions, and related documents in a singlesystem.

2 S E T I T A N D F O R G E T I TStay top of mind by capturing new leads andauto-assigning them to an email nurturecampaign.

3 G E T I T O N T H E C A L E N D A RSet reminders for meetings, calls, and otherappointments. Create recurring remindersfor keep in touch activities such as quarterlycalls to you A-list clients.

4 A L W A Y S R E C O R D T H E D E T A I L S

Little things, like acknowledging birthdays andanniversaries, go a long way. Set an alert soyou'll always be reminded of these importantevents.

Enlisting the help of a real estate CRM can automatemany of your tasks and help keep you organized,giving you more time to go on appointments andclose sales.

L E T T H E S Y S T E M W O R K F O R Y O UAssign all of your listings or buyers to anappropriate listing or closing activity plan,ensuring no task falls through the crackswhen listing or closing a home.

G A I N I N S I G H T SWhen you have the right CRM keeping youorganized, you'll have time to gain valuableinsights into referral sources, average listingprice, average listing days, and more!

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THE ULTIMATEREALTOR® CHECKLISTTO GETTING MOREDONE

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