Buffini & Company Blog

Building a Balanced Business: Organization

Running a real estate business can be tough. With so many daily activities to juggle, it can quickly get chaotic, and you can find yourself buried under a pile of sticky notes and to-do lists. The first step to creating a balanced business and achieving success is getting organized!

A great real estate CRM (contact relationship manager) is a gamechanger, but for it to work successfully, it has to meet all your needs and provide you with the tools for success in one convenient place. Here’s what your CRM should deliver:

Organized Contacts

Your CRM must make everything simple. You should be able to look at your dashboard every morning and immediately know who to contact, when to contact them and what to say. The interface should be clear and easy to navigate, and each entry should include everything you need to deepen that relationship. What are your clients’ hobbies and interests? When is their birthday? Are there any fun facts about them that you need to remember? All of these details matter if you want to build a connection that lasts the test of time.

Ranked Relationships

As well as storing your database, your CRM needs to be able to rank your relationships based on how likely clients are to refer you. This is critical for the success of your business because, when you focus on serving people who are advocates for you in the marketplace, you can optimize your real estate lead generation and streamline your marketing efforts. Buffini & Company Referral Maker® CRM has advanced built-in technology to help you stay on track. You’ll know exactly who to contact and when in order to build relationships with people you know and like, who will in turn refer you to their circles of influence. By keeping your lead generation consistent, you’ll always have a steady stream of referrals from people you want to work with.

A Daily Action Plan

A great real estate CRM should provide you with a daily action plan so you know exactly what you need to do each day to further your goals and boost your productivity. Buffini & Company Referral Maker® CRM generates customized action steps based on your income goals and client rankings. You’ll receive a personalized activity plan to help you win every day, and you’ll also be able to easily track your business expenses.  

Buffini & Company Referral Maker® CRM is the best real estate CRM on the market. An award-winning contact management and lead generation system in one, it can turn your net income goals into an easy-to-follow daily action plan in under 30 minutes! If you want to get organized, rank your database and receive clear action steps for your day-to-day activities, then sign up for a free trial today!

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