Once you have your real estate database in an excel or CSV. How to Import My Real Estate Database into a Real Estate CRM Software The best part? You can import your free real estate database template above directly into RealOffice360. We have put together all the important database features like a relationship tracker and a birthday database wrapped up into a comprehensive real estate customer management software. We built RealOffice360, a free CRM for real estate agents, so you can manage 360 degrees of your real estate business. (Yes, really!)įree Real Estate Database Software - RealOffice360 To help you avoid this, we also built you free real estate customer relationship management software. Want to follow up with your client? If you want to see the last time you spoke to someone, you’d have to click through your email to keep track of correspondence, or spend time needlessly copy-pasting the back-and-forth between you and your clients. Tracking where your clients are in the sales funnel becomes a really manual, time-consuming task. On average clients move every 13 years so if you keep track of your past deals, you will know when to reach out and see if its time that their current home no longer fits there needs!īefore you get started with your free real estate template, be aware that this route presents a lot of limitations. Lastly, it is important to track your transactions with your clients. Your clients have lives beyond their real estate needs and its important, if you want to service them to the best of your ability, that you take note of these external components! Do they have children and what are their names? What about a spouse or partner! You can look amazing by knowing just a few basic details here and there! We have a number ways to reach out and connect with our clients so make sure you take note of these dates! All for free. It is good to try an organize your database with categories and you can learn more about that here.Īs an agent you know that we are in the people business, and so it is important that know our clients! Birthday's, Home Anniversaries, Kid's Birthdays, Pet Birthdays, you name it. We find it very helpful to know how to contact the clients in our database so at minimium it is best to have either a phone number or email.Ĭategories or client labels, either name works! It's good to know if these are your "A-list" clients or friends from High School. You can't call it a database if you don't have some basic information, and we mean basic! Let's start by getting a first name and a last name.extra points if you can get their address!
Is this client a past client, cold lead or active buyer! You should always know who you are dealing with and who is in your opportunity pipeline! We broke the template down into the following sections:
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