Real Estate CRMs: What You Need To Know

As you grow your business and expand your list of contacts, book-keeping can become an unexpected challenge. It’s tough to keep track of which client is where in the sales pipeline and who you’ve reached out to and who still needs contact. Organization is a must, and CRMs let you take a break from the stress and leave key interactions to automation. While some tech tools may be optional (although you might want to consider upping your reliance of technology), every agent should be equipped with a real estate CRM built with an agent’s needs in mind, and ready to manage all the clients that come your way. Read to see what a CRM is, how it can help you business, and our suggestion for a great CRM built to help agents work with rental clients.

What is a Real Estate CRM?

CRM stands for Customer Relationship Management. With a CRM, real estate agents can manage all clients and help you build strong relationships with outreach and organization tools. CRMs can be a piece of software you download, or an internet platform accessible like a web-page.

What Can a Real Estate CRM Help With?

Organization + Automation

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Nothing beats the feeling of having everything in one place–information where you need it, when you need it! CRMs make organization easy by storing all your clients’ names and information in one centralized place. No more scouring your contact list or random pieces of paper to find that one client’s email address.

CRMs also offer fantastic opportunity for automation. You can trust your CRM to move all your clients downstream while you sit back and focus on generating leads, setting up showings for your clients, and being an all-round real estate rockstar.

Outreach Schemes

In our ultra-fast-paced world, quick follow up is absolutely essential for the success of your business. Real estate leads expect lightning-fast response time, and CRMs can automate the initial contact you have with your client, and any subsequent contact thereafter. Many CRMs allow you to input important data like your client’s birthday or the date of their lease renewal, and can automatically send emails and texts to your clients, making sure you stay top-of-mind.

Related: What’s the Best Time to Contact Real Estate Leads?

Where Can I Get a Real Estate CRM?

Start with your brokerage. Does your real estate mentor have a life-changing CRM they can recommend you? Does a good agent friend absolutely swear by a platform? Ask around and make a short-list of contenders. You can take to the internet to find something that’s right for you.

We recommend the Rental Beast CRM. Rental Beast is an end-to-end platform build to help real estate agents build their business with a suite of powerful productivity tools, and a database of over 8 million listings not found on any MLS. CRMs are key pieces of a real estate agent’s tech kits, and Rental Beast is excited to give our agents access to a customer relationship manager equipped to handle all of real estate agents’ needs. Rental Beast real estate agents love that our CRM is powerful, ideal for rental clients, and totally customizable to your business.

Why the Rental Beast CRM?

Rental Beast real estate agents love that our CRM is powerful, ideal for rental clients, and totally customizable to your business.

Ideal For Rental Clients

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The Rental Beast CRM is also connected to the Rental Beast database so agents can easily share no co-broke listings and receive notifications when new rental listings not found on any MLS enter the Rental Beast database.

The Rental Beast CRM also makes it easy for real estate agents to send qualification surveys to new leads to make sure they are the right fit for their business.

Outreach plans are especially important when you’re working with rental clients. A recent Rental Beast survey showed that 30% of Rental Beast agents who initiated a robust outreach scheme were able to convert renters into homebuyers. The Rental Beast CRM lets agents set notifications for their clients’ lease renewal dates and automatically sends a customizable email. On average, renter clients move every two years–much more frequently than homeowners.

Customizable With Easy Contact-Sync

Already have a CRM? Do you store your client list in a spreadsheet? No worries! With Rental Beast, it’s easy to transport all your existing clients into the Rental Beast CRM for a simple and workable transition.

The Rental Beast CRM also offers opportunities to customize the content of auto-emails, when it gets sent out, and lets you add detailed notes to every client.

Related: What to Say to a New Lead (and What NOT to Say!)

Want to see more of the Rental Beast CRM? To learn more about the Rental Beast platform or to request a no-obligation demo visit Rental Beast for Real Estate Agents.

2 thoughts on “Real Estate CRMs: What You Need To Know

    1. Hi Phyllis!
      Thanks for reaching out! At Rental Beast, we make rentals simple and profitable with an end-to-end (or lead to lease!) rental platform. Our features include a database of off-MLS listings, lead generation tools, an online application engine, an interactive educational platform, and a full CRM. All of these features are included in a monthly, quarterly, or yearly price.
      Annual: $699
      Quarterly: $189
      Monthly: $89
      Most agents opt to pay quarterly to grow their business with our database, full CRM, and other premium services.
      Visit us at to receive more information and a personalized demo of our platform.

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