Why You Need a Simple Real Estate CRM

Why You Need a Simple Real Estate CRM

Real estate agent using a simple real estate CRM as she shows a new house to a young couple.

The real estate industry continuously adopts new tools that aim to simplify processes. These emerging web apps and software solutions help real estate agents keep track of their leads, follow up with clients, and capture more prospects through targeted marketing efforts.

As a real estate agent, the more information you have about your clients and their homes, the better you’ll be able to serve them. Read on and learn why real estate agents shouldn’t overcomplicate their customer relationship management (CRM) system.

What Is Real Estate CRM?

Real estate CRMs keep track of all your contacts and leads and allows you to manage them more effectively. Having instant access to clients’ information helps agents to build strong relationships with them.

Essentially, a good real estate CRM will help agents stay organized and ensure they’re providing top-notch service to every client.

7 Reasons Why You Need a Simple Real Estate CRM

Simplicity is vital when it comes to managing your real estate business. An uncomplicated real estate CRM can help you stay organized, save time and keep track of your clients, prospects, and leads. Here are eight reasons why you need one.

1. Provides Valuable Insight Into Where Leads Come From

A real estate CRM can help you track what marketing tactics are producing leads, as well as which sources are performing better. You can use this information to fine-tune your marketing strategy and determine how to allocate your time and resources most effectively to maximize your return on investment (ROI)

In essence, the more data you have about where your leads come from, the easier it will be to identify new opportunities.  

Using a simple real estate CRM makes these important metrics easy to access and understand. 

2. Helps You Prioritize the Most Valuable Leads

Customer relationships are at their most impressionable when they’re fresh and new. With a CRM, you can take advantage of those first few months by automating your follow-up process. This will help you ensure that you’re following up with leads regularly. 

The more touchpoints you have with your leads, the more familiar they’ll become with your business. Managing these relationships with real estate leads is all about prioritization. 

Prioritizing clients, however, can be time-consuming and expensive, especially if you have many at any given time. A simple real estate CRM helps you prioritize your leads by giving you control over how they are sorted.

3. Allows You To Organize and Centralize Customer Data

Your customer data is an aggregate of information related to every person who bought or sold real estate through you or from you. These can be buyers, sellers, and renters, including:

As it relates to real estate, customer data also includes details like income level estimates and any other relevant real estate intel that can help your business grow. For your real estate business to scale effectively, you need access to a simple customer database that’s easily accessible.

Your real estate business is in constant motion, and if you’re like most agents, you have your hands full simply keeping your finger on the pulse of your transactions. Having a dependable document system on-the-go that allows you to collaborate with your clients can dramatically improve the client experience

4. Improves the Quality of Lead Nurturing

Lead nurturing is any action that engages potential customers throughout their buyer journey. This process focuses on leading potential buyers toward conversion by educating them with valuable content and eventually transforming them into buyers. This way, you create genuine interactions with your future clients and begin to build trust.

5. Helps You Respond Quicker

Effective communication is essential to your real estate business. Whether you’re an agent or manager, there are many ways you can improve your response time and overall efficiency in communicating with clients and prospects. 

Listing agreements, scheduling showings, and making adjustments to properties are all things you’ll have to deal with quickly. Not to mention the paperwork and tasks that each party has to send to each other as the transaction progresses. 

With ListedKit’s built-in task manager and secure document management systems, your clients can keep a close eye on the process. Thus, you’re able to spend more time closing deals and less updating current clients on the inner workings of their transactions.

A good CRM will make it easy for you to keep track of the clients in your pipeline and which of their tasks and deadlines are upcoming. Promptly responding shows that you value your client’s interest and keeps them coming back.

6. Let’s You Manage Channel Partners and Brokers

Working with other real estate agents and brokers is a great strategy for reaching more leads, expanding your business network, and increasing revenue. But it’s not always easy to manage everyone who helps you sell real estate. 

With an old-school spreadsheet or paper-based system, you’ll spend precious time manually tracking emails, phone calls, and follow-ups. However, you can manage all of your paperwork in one place and have access to them whenever and wherever you need them, ensuring you never miss a deadline and close on time.

Your CRM solution should make it easier for you to collaborate by providing a direct look into the transaction process.

7. Helps To Scale Out Your Referral Process

Referrals help you build your client base, encouraging customer loyalty and word-of-mouth advertising. When customers are happy with your services, they share that information with others. 

As a real estate professional, referrals are a great way to spread awareness about your business and attract new customers. You don’t even have to spend money on expensive marketing campaigns.

In real estate, getting referrals from satisfied clients is one of the most effective ways to grow your business. It’s also an opportunity to highlight your quality of service and quickly establish you as a leader in your field. 

One happy contact can often bring multiple opportunities. Sellers often become buyers or a successful close may spark new referrals. No matter where your contact may be on their buying or selling journey, ListedKit enhances the client experience to help increase your chances of receiving a referral.

The Right CRM Tool Will Help Your Decisions

An integrated CRM system allows you to make better decisions. It can help you stay organized, increase your productivity, and help you refine customer experience by tailoring interactions to them and their needs.  

With ListedKit, you get these features, along with other transaction management tools, in a straightforward package. It’s easy to use regardless of any previous familiarity with CRMs or similar databases. We built it to be mobile-friendly so that you can access your data from anywhere, at any time.
See how a simpler CRM combined with the right set of tools can help your business succeed. Begin your free trial today—no credit card information is necessary.

Why ListedKit? Building Real Estate Transaction Tracking Software

Why ListedKit? Building Real Estate Transaction Tracking Software

Derrick Magnotta, CEO of ListedKit

Why build ListedKit?

Residential real estate transactions are complex and can be difficult to manage. ListedKit is a real estate transaction tracking software created to help real estate agents maximize and enhance the value they’re already delivering to their clients.

Agents require precise coordination among multiple parties and tasks to reach a successful closing. Therefore, real estate agents are specialized project managers, responsible for getting an offer across the finish line to a closed deal.

Our team found that existing tools in the market to help with transactions weren’t addressing all the needs. And some were built with too many extra features and complicated interfaces that don’t work well for today’s real estate agents, who are on the go.

ListedKit is a purpose-built tool designed to support agents intuitively during a transaction from contract to closing.

Who is ListedKit for?

ListedKit is a dedicated tool for agents to manage their pipeline of clients as well as their transactions.

Agents can zoom in on a specific client or deal, and zoom out to view the larger workings of their business in one central place. They can also prioritize the most important tasks across all transactions and see upcoming deadlines at a glance.

Real estate transactions require a lot of back-and-forth communication and coordination with clients. ListedKit enables agents to assign tasks to their clients and allows them to track their progress. Both clients and agents can look ahead to see every step of the process, and what’s coming next.


Being able to collaborate on tasks and timelines with clients helps save agents time while also improving their customers’ experience. Clients can see all of the moving pieces managed by their agent, taking the guesswork out of complex transactions and reducing their pre-closing anxiety.

Document Storage

ListedKit also provides a central place for clients and agents to upload and access documents related to their transactions. This way, agents spend less time tracking down and managing physical paperwork, helping to reduce the margin of error for document miscommunication.

Client Resources

Most agents maintain a list of preferred service providers for their clients. With ListedKit, this list goes digital, allowing their clients to access a trusted list of contractors, lenders, and home service providers on-demand, even after closing.

What’s next?

As agents become more successful and grow their business, ListedKit allows agents to multiply the number of transactions they can confidently manage at once. Improved efficiency means increased closing rates and more revenue – all while making sure nothing falls through the cracks.

Agents can check their list of items and to-dos at a glance on the go or between showings, so they never have to worry about missing a task.

ListedKit helps busy agents stay organized, collaborate better with their clients, and deliver an exceptional experience.

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How Technology Has Changed Real Estate: Mobile-First Realty Tools

How Technology Has Changed Real Estate: Mobile-First Realty Tools

How Technology Has Changed Real Estate: Mobile-First Realty Tools

We all live in a world dominated by smartphones. Now more than ever, consumers increasingly rely on their mobile devices for shopping, research, banking, and much more. With 85 percent of U.S. adults also being smartphone owners, industries that don’t adapt to a mobile-first world will quickly fall behind. 

So, what has technology changed for residential real estate? 

Changes in Client Behavior

According to the National Association of Realtors (NAR) 2021 Real Estate in a Digital Age report, agents are still the most widely used source of information during a real estate transaction. While agents remain the leader, mobile devices and tablets were the second most prevalent source of client information. 

Data presenting mobile devices as the most frequent sources of real estate information is growing in significance, potentially at the expense of agents. Compared to data collected by the NAR in 2016-2017, the 2021 report shows agents’ lead over smartphones and mobile devices diminishing. In 2017, 92 percent of respondents reported agents as their most frequent information source, which fell to 87 percent in 2021.  Meanwhile, mobile websites and apps grew slightly from 72 percent to 76 percent over the same period.  

Searching for homes to buy on mobile devices is becoming more common as well. The NAR reported that at least 58 percent of all home buyers found their future home on a mobile device.   

While agents are still the most valuable source of information for buyers and sellers, mobile devices and mobile-first realty tools are playing an increasingly important role in how clients are searching for and consuming information throughout their home buying experience.

How can ListedKit help your clients? 

With clients increasingly relying on mobile devices for information during their transaction, ListedKit offers agents a customizable, low-cost interface for full visibility into the progress of their entire transaction, from contract to close.

When clients log into ListedKit, they can view an overall progress bar as well as upcoming tasks labeled for either them or their agent to complete. They can also view, download, and save documents generated throughout the course of their transaction.   

Clients can also access a list of vendors ranging from lenders to painters, electricians, and other home service providers – all curated by their agent.  

Best of all, ListedKit was built first with mobile in mind, providing an exceptional customer experience for the way clients are increasingly interacting with the home buying and selling process.  

Changes in Agent Behavior

Evolving technology has changed real estate for agents as well. 

According to the NAR’s 2021 Real Estate in a Digital Age report, 96 percent of agents have embraced smartphones in their day-to-day work, noting the leading uses for email (95 percent), social media (57 percent), and GPS (49 percent). According to the NAR’s last Realtor Mobile Usage report, 85.3 percent of real estate agents reported that mobile devices were very important to their process.  

Agents have been using MLS systems for decades, and the data backs this up. The NAR reports that 63 percent of agents engage with the MLS daily. However, less than half of agents are regularly using electronic tools for contracts, e-signatures, and transaction management.  

Looking at the tools on the market today, many options aren’t optimized for agents on the move. Some agents have even admitted that they prefer to use these tools on their desktop because the mobile solutions are cumbersome and ineffective.

How can ListedKit help agents? 

ListedKit is a tailored realty tool built for agents in a mobile-first environment. This means that every aspect has been designed from the ground up to make managing transactions easier for agents on the go.

Agents can see a quick snapshot of their upcoming tasks, review tasks completed by clients, and easily send documents to other parties in the transaction. ListedKit gathers all transactions in progress in one place so agents can make updates, invite and onboard new clients, and customize their workflows to make sure that all of their transactions are on track – all from their smartphone or tablet.  

In an increasingly mobile world where technology has changes real estate, ListedKit provides quick visibility and peace of mind for agents and clients alike, from contract to closing. With so much information at clients’ fingertips, agents can reinforce their value while ensuring a superior customer experience and future referrals.

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Improving the Customer Experience in Real Estate for Future Revenue

Improving the Customer Experience in Real Estate for Future Revenue

Improving the Customer Experience in Real Estate for Future Revenue

According to the National Association of Realtors’ 2021 Member Profile, 59 percent of an agent’s future leads and 60 percent of their future revenue comes from former clients and their referrals.  

That means a majority of their future earnings is dependent on how each client perceives their agent and transaction overall, making the customer experience in real estate paramount. 

What is customer experience?  

Customer experience is made up of much more than providing standard customer service when problems arise.

Customer service is a single interaction, such as a client calling with a question to be answered. Customer experience encompasses how a customer feels about all of their interactions and overall experience with their agent throughout a transaction. 

From a client’s first impression, to completing paperwork, to property viewings, to the date they move in and everything in between – every exchange is a small piece of the larger puzzle of a buyer or seller’s customer experience.  

According to J.D. Power and Associates, satisfaction with the customer experience in real estate is directly correlated to the likelihood that they will refer others – another significant source of future revenue for agents. J.D. Power also found that customer satisfaction is demonstrably higher for both buyers and sellers when their agents provide both quick responses to requests and also comprehensive information about the progress of their transaction. 

The agent who has strong customer experience skills understands all of this and is able to provide a personal touch to every interaction with a client. They use buyer and seller knowledge, and the power of their personal brand to provide a wealth of information to clients. They can also anticipate a client’s needs, and proactively provide the right information and service at the right time.

What can agents do to help their customer experience?

Your goal as a real estate agent should be to make the process of buying or selling a home easier for your clients. You can do this by educating them about the process, giving them advice and recommendations, and by giving them all the tools and information they need to make the best decisions.

If you don’t have helpful tools in place, you won’t be able to do your job efficiently and effectively. Even worse, relying on the wrong or outdated tools can make you less efficient and effective, and may put your future revenue at risk. 

Finding the Right Tools

Real estate transactions are complicated and having the right tools and processes in place can help make managing them easier. There are a variety of transaction management options to help agents and brokers keep track of their tasks and timelines. It can be helpful to have a single place to manage all transactions so nothing gets lost or forgotten.

ListedKit is an ideal tool to help manage and enhance your clients’ customer experience. It provides an interface for agents and clients to share up-to-the-minute information on the status of their many important transaction tasks and milestones. Having a centralized, collaborative transaction timeline helps provide peace of mind for buyers and sellers, and in turn, improves customer satisfaction and the likelihood of future referrals.  

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ListedKit has also created a new way for agents to continue to provide value after the sale or purchase of a home. With the ability for clients to access their ListedKit transaction after closing, they can log back in any time to view their agent’s curated vendor list spanning a variety of home services, or download copies of their documents.

What’s the payoff?

Providing the right tools and support to create great customer experiences helps generate trust and promote loyalty from clients. These clients are more likely to return to their agent for future transactions and recommend their agent to neighbors, friends, and family. Using ListedKit creates a new way for agents and their clients to share and receive information, helping to keep clients satisfied throughout their transaction and long after closing.