5 Essential Tips for Managing Clients in the Real Estate Business

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Customer satisfaction is one of the most important things to strive for, which is especially true in the real estate business. In the end, this translates to a better bottom line and landing more sales, so your efforts are bound to pay off in spades. However, the more deals you’re trying to close, the harder it gets to manage it all. So what can you do to keep things manageable and under control?

Always favor quality over quantity

It’s better to devote your time to managing a smaller number of clients and to it well rather than trying to do the opposite. By getting to know each client’s needs more in-depth, you’ll be equipped with the knowledge you need to make a good recommendation and find a suitable place to call their new home. Instead, you may plan your entire strategy around getting as many potential clients through the doors as possible during your working hours, but by doing that, you’re just going to be another generic real estate agent. Clearly, that’s not something you’d want.

Personalize your email list

If you’re incentivizing your potential clients to join a mailing list (which you should), learn how to apply personalization to the emails you send out. The basic thing you can do is to start with their first name in the title, followed by an email template that includes their real name as a variable. There are plenty of tutorials online on how to do this, but to keep it short – there’s no need to be a coder to employ personalization tactics. The fact of the matter is, personalized emails have a much better open rate than the regular ones, which should motivate you to learn how to do it.

Connect on social media

By connecting with your potential clients on social media, not only is it easier to keep track of who’s who and what their interests are, it’s also a great way to draw attention to yourself by wishing them a happy birthday, congratulating them on an anniversary, etc. What’s better than non-obtrusive advertising that won’t cost you a dime?

Get some CRM software

By choosing to invest in real estate CRM software, managing your real estate clients becomes a breeze. Not only does it allow you to keep notes on every single lead you encounter, but also allows you to automate certain parts of your business (sending follow-up emails automatically after a pre-determined set of time is just one example). By receiving timely notifications when something needs to be done, you’ll be able to take your mind off of constant worries and focus your energy on the task at hand.

Host a webinar

Since everyone can participate by sharing their thoughts when hosting a webinar, everything is much more personal and manageable compared to other methods of getting clients. While you won’t be making money by hosting a webinar directly, you’ll draw some eyeballs to your real estate business and – perhaps most importantly – earn their trust by interacting with them and giving valuable advice. As a result, a percentage of attendees are likely to become your clients.


Managing and keeping contact with your clients is a demanding task. By implementing the tips you’ve learned today, you’ll be able to become much more efficient at your job and close more deals than ever before.


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