Real Estate CMS, do you have one?

Do you have a contact management system in place? How do you keep track of your past clients, your sphere of influence, or your disciples? Sure, there are many pet names out there to call our core group of people. Remember, this group of people is arguably the most important for a real estate agent to continually interact with and grow to ensure a successful and balanced career in real estate.

Obviously, it is not the name you give these folks that is important and surprisingly, it is not the system you use for follow-up that is important. No, the important part is to at least have a system in place. There are all kinds of fancy management systems out there, from the real estate specific Top Producer to the good ol’ pen and paper. Too often, we as agents get caught up in finding the latest and greatest tools out there. We spend hours or days researching, often times it is quite simply procrastination on our part.

Remember, the goal here is to know your peeps and communicate with them on a consistent basis. How you communicate with them is obviously entirely up to you. Some of us throw parties, some of us send emails or printed newsletters. Of course, we can’t forget the recipe cards and calendar magnets as well. Whatever it is you do, find something you are comfortable with doing and ensure you follow through on it, consistently.

Having a central location to store your names and information is critical for the consistency piece of the puzzle. If you have to go to 100 different places or even 20 different places to find email addresses or physical addresses, you will find ways to convince yourself you don’t have the time.

In summary, whether your life is stored completely in the cloud or in a notebook, make sure you have accurate information for all your past clients, friends, family, and sphere of influence. Once you have that information written down and stored in a central location, ensure you have a plan to interact with them on a consistent basis. Remember, the easier you make it on yourself, the greater the chances the list will remain accurate and will grow with you as your real estate business grows.