If you want to achieve success, a great CRM is a must-have tool. Customer Relationship Management (CRM) systems have become indispensable tools for businesses of all sizes. One of their core functionalities is lead management, which encompasses a range of activities aimed at attracting, qualifying, nurturing, and converting potential customers into loyal clients

CircleCloser is more than just a CRM platform. It’s a tool designed to help you build strong, lasting relationships that fuel your business success. We created CircleCloser to be more than a CRM, it’s a whole system to help you manage your growing real estate business. Enter your database, manage your contacts, and sort them into categories. Even more, CircleCloser uses this information to create your contact list each day. Whether you’re just starting or have a ton of experience, here’s how to maximize your CRM for real estate success.

The Power of “Closing Your Circle”

CircleCloser revolves around the concept of “closing your circles.” These circles represent different segments in your network:

• Contacts: People you know but who aren’t yet clients or professionals in your field.
• Past Clients: Individuals who have previously worked with you.
• Professionals: People who could provide referrals or collaborate with you on projects.
• Follow-Ups: Contacts who require a specific follow-up action.

By consistently working through your circles, you ensure you’re nurturing every relationship strategically.

CircleCloser can help you organize your day 

How many times have you wondered where to start? There’s so much to do, but where should you focus your attention first? You’ll never have to wonder again. CircleCloser helps you start the day right by giving you a list of contacts to get in touch with. Simply work through your list and track your activities.  Be sure to update your contacts’ information when you can.  Then wait for them to pop up on the list again.  It’s that easy! CircleCloser helps you store all relevant client information, including contact details and preferences, in a single location. Additionally, it allows you to record all interactions with your clients, including phone calls, emails, and meetings.

But a CRM can do more than help you manage your current clients and contacts, it can also help you manage your leads. Whether they come from an online source or a referral from an existing client, here how a CRM can help you manage your leads. 

Nurture your leads

Lead nurturing involves providing value to potential customers over time to build relationships and increase the chances they’ll contact you when they are ready to buy or sell. Use your CRM to help you create and launch effective marketing campaigns, including personalized email sequences. Many professionals send targeted email content based on a lead’s interests and interest in the market. 

Set Goals and Track Progress

CircleCloser makes it easy to set goals and reach them. 

• Set an income goal: Start by defining your income target. CircleCloser will help you figure out the activities you need to perform to achieve it, factoring in the average commission you expect to earn.
• Adjust your income: As your income increases, so do your daily activities. CircleCloser allows you to adjust the income field to reflect your changing goals and ensure your activities remain aligned with your aspirations.
• View your Dashboard: Never lose sight of your journey. CircleCloser provides a personalized dashboard that reflects your income goal and tracks your progress toward achieving it.

Import and Organize Your Network

Say goodbye to your stack of business cards or contacts scattered across multiple platforms. CircleCloser allows you to import contacts from a CSV file, sync your Facebook friends, and even pull in contacts from your mobile phone. Many CRMs miss these crucial features, leaving you with a fragmented network and untapped opportunities..

What’s better is CircleCloser is designed with user-friendliness in mind. Adding new contacts and managing your network is intuitive and takes minimal effort.

Prioritize Connections, Not Cold Calls

Who wants to make cold calls? In this day and age, when people screen their calls on their cell phones, cold calling can be a lonely experience. That’s why we recommend leveraging your relationships.

• Relationship-Based Ranking: Forget the outdated, impersonal approach of calling everyone on your list. CircleCloser prioritizes communication based on the strength of your relationships. People who haven’t been contacted in 30 days are ranked higher (5 stars), prompting you to contact them more often. Warmer contacts are ranked at 4 stars (60 days), and the majority of your list will likely be at a  3-star ranking (90 days). This means you’re talking to the right people at the right time.
• Customizable Ranking System: While the default system offers a solid foundation, you can personalize it based on your needs. Your gut feeling and frequency of desired communication both play a role.

Optimize your Power Hour

Your Power Hour is your daily burst of productivity. It is your daily action plan, outlining who you should reach out to based on their ranking and last contact date. The list recycles automatically so that no opportunity is missed.

The goal of your Power Hour is to connect and build relationships. CircleCloser provides scripts to help you get the conversation rolling easily. These scripts serve as templates, allowing you to personalize them for a more personal touch. After sending your message, record it in the CircleCloser database to maintain a complete record of communication.

CircleCloser encourages you to reach out to a wide range of people, including past clients, professionals in your field, and even connections within your contacts’ networks.

Grow your real estate business with CircleCloser

CircleCloser makes it easier to build your real estate business. The key is to use it! Be sure your database is up to date by maintaining regular contact and updating it when necessary.  Take time every few months to assess your database ranking system and move people up based on how your gut feels.  That way you’ll be in touch with your top advocates.  Build your skills by practicing scripts until they sound the most like you.  And,  don’t forget to log into CircleCloser each day and do your Power Hour. Not using Circlcloser yet? Click here to learn more.