10 Minutes to Organize Your Client Database: Real Estate Agent Tips

Do you have a CRM for your clients? Are you using it? Would you use it more if you could spend less than 10 minutes a day on it? If so, then this blog post is for you.

What is a CRM?

CRMs are software programs that store information on your contacts including their contact details and history with your business. CRMs can help real estate agents save time by organizing their database of clients so they know who to contact when and how often.

Does it really only take 10 minutes a day?

Yes, that’s it! In this blog post, we will discuss 10 minutes that could be spent organizing one’s CRM – which should take less than 10 minutes a day!

-Pick a CRM and have it ready to go. If you don’t have a CRM system, check out this article.


-Next, all new contacts should be placed in a single pile, ready for input. As CRMs store contact details such as name, email address, and phone numbers it will save time if you have them all readily available.


-Categorizing your CRM contacts into “current customers”, “past customers” and “future customers,” depending on the current state of their relationship with you, can help one visualize their CRM as a whole. (If you’re unsure how to do this, read The Standout Agent.)


-Get to inputting. If you have all your new contacts ready to go, just grab the pile and input. This should only take a minute or two.


-Next, take a minute to review your current CRM clients. Review which clients have been contacted recently and which need follow-up.


-Add these contacts to your next contact list and schedule a time on your calendar when you can reach out to them with updates or news about their neighborhood. Depending on how often you communicate with clients this may take less than one minute per client!


-Lastly, if there’s anyone you noted in your CRM that you needed to follow up with, such as a potential buyer working on fixing their credit, schedule a quick follow-up with them as well.

You just spent less than ten minutes organizing your CRM!

Now you can spend the rest of the day working on other tasks, secure in knowing that all the necessary CRM has been completed.

Want to learn even more about your CRM?

If you’re looking for more detail on how to set up your database, be sure to read The Standout Agent, available on Amazon and everywhere books are sold. There’s a reason why it quickly became a #1 seller!

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