Category: Real Estate CRM

7 Ways How Marketing Automation Boosts Real Estate Business

Real estate marketing automation

Managing the diverse needs of multiple leads on time is a critical but challenging aspect of successful real estate marketing.

You must nurture leads through an often time-intensive process while also understanding their needs and acting promptly to capture the perfect property before it is sold to someone else.

Marketing automation can help. The right automation through the right CRM can acquire, engage, and nurture leads without taking time away from your team’s most important responsibilities.

Here is a look at seven ways that marketing automation can assist the real estate industry.

Call Tracking

Real estate requires personal interaction. People need to go beyond digital communications before they are comfortable making financially significant commitments, like purchasing a property.

That is why real estate agents enjoy higher conversion rates from phone calls than digital communication forms. Integrated call tracking through a customer relationship management platform like GoCRM is essential in accurately managing the phone calls’ information.

GoCRM uses a cloud-based VOIP system to record and import information from phone calls and then store it in a central database for easy access. Besides, our mobile app allows your real estate agents to make and receive phone calls from any device.

Thanks to these call tracking abilities, real estate agents can perform critical tasks, such as the following, anytime and anywhere:

  • Nurture leads
  • Set up showings
  • Negotiate contracts
  • Answer questions

With the prompt, knowledgeable follow up possible through call tracking, GoCRM ensures that every lead receives timely attention from your real estate team.

Lead Engagement Workflows

Automated lead engagement workflows through GoCRM also provide the real estate industry with a way to nurture leads through every sales funnel stage effectively. Customize each workflow to your business and accomplish tasks such as the following:

  • Respond to website visitors based on the properties they viewed
  • Engage with listing inquiries who stopped responding
  • Follow up after listing inquiries, showings, and online form submissions
  • Schedule showings
  • Stay in touch with former clients (e.g., Send industry information, emails to check-in, inquiries about how the property worked out for them, etc.)

Let’s look at an example of a simple, yet effective marketing automation campaign for a real estate website’s lead capture form.

Lead Re Engagement Flow

Lead Re Engagement Flow
Segment Only On Days Time Range Send SMS Wait for 5 Days Send Email Wait for 7 Days Update Status: Unqualified Incoming Email Incoming Call Incoming SMS Pause


Only On Days

Time Range

Send SMS

Wait for 5 Days

Send Email

Wait for 7 Days

Update Status: Unqualified

Incoming Email

Incoming Call

Incoming SMS


Once you create the workflow, the system will implement it. GoCRM will send emails and SMS messages and schedule phone calls and meetings. These workflows allow you to complete more tasks with less time, maximizing productivity, and sales for your team.

Real Estate Lead Assignment

Make sure no lead or task falls through the cracks with automated lead and task assignment through GoCRM.

Choose to assign leads based on the property they viewed, the seniority of the team member (i.e., Greater value leads go to more senior team members), or other criteria, or choose to assign leads in a round-robin style. You can also view your entire team’s workload in one location and distribute tasks and leads for maximum efficiency.

The system will then automatically send emails and texts from the agent, add tasks and phone calls to their calendar, notify the agent of each task, and send emails and text messages on behalf of the assigned agent.

When you combine automated workflows with automated task assignment through GoCRM, you create a streamlined system that engages, nurtures, and follows up appropriately with every single lead.

Email Marketing Campaigns

Email marketing is hugely profitable, earning an average of $42 of revenue for every $1 spent (PDF).

Capitalize on the effectiveness of emails through automation. Here are some of the types of automated real estate emails you can send through GoCRM:

  • Alert leads to new listings that match their preferred properties.
  • Communicate with your target audiences regarding favorable industry trends, services you offer, and other information that will generate action.
  • Re-engage cold leads with information about new listings in their preferred area.
  • Respond to form submissions and direct leads to more information about your real estate services.
  • Onboard new clients
  • Follow up with clients after they complete a purchase
  • Send out paperwork

Create the email templates and automated workflows you need and let the system send out the right emails at the correct times. The software will even include each lead’s name in the emails for a truly personalized experience.

Send one email, or build a complex real estate drip campaign. Target new leads or loyal clients. You customize the emails and workflows to your needs and let GoCRM do the rest.

Personalized Marketing Communications

Emails are not the only thing that GoCRM can personalize for the real estate industry. Automation can also personalize all forms of communication between your real estate agent and your leads and clients.

For example, say the system sends out an alert about a new property in a client’s preferred area. That email will come from the assigned agent’s personal email account. When that agent calls the lead to follow up, that phone call will show up as coming from their personal number. Text messages also show up from the real estate agent’s personal number.

Thanks to this personalization level, a lead reaches the assigned real estate agent as soon as they respond to the email, text, or phone call. With personal attention and the ability to immediately reach a real person, leads feel cared for, creating the trust necessary for them to close on a property deal.

Data Entry

A real estate team’s ability to work efficiently depends upon access to complete and accurate information. Automation through your CRM can help ensure that all relevant data is promptly entered into a central database.

For example, GoCRM automatically records phone calls and imports that information into the database. Similarly, a lead’s actions, demographics, and communications appear in a central database that your entire team can access.

Every time a form is submitted, a phone call is made, or an email or text message is sent, GoCRM imports that information into a central database. Additionally, GoCRM integrates with numerous platforms and imports all its relevant information into the same database.

See a lead’s entire history with your business at a single glance. Understand where leads want to buy a house, what qualities they need in a property, which homes they have looked at, and more, in one easily accessed location.

With complete and accurate information at their fingertips, your real estate team can craft a customized, intelligent, and productive approach to every client and lead.

Analytics Tracking

Automation also allows your real estate team to analyze the performance of their sales and marketing approaches.

For example, GoCRM can assign a unique phone number to each of your marketing efforts, including billboards, brochures, and online ads. The system then automatically tracks how many leads come from each phone number so you can evaluate which approaches work best.

GoCRM can also use automation to track the origin of leads who complete actions such as fill out forms, schedule showings, sign up for alerts, contact your business, or even just browse listings on your website. Find out where each lead came from and whether or not each lead converted for detailed insights into your marketing efforts and sales success.


Harness the power of automation for your real estate business with GoCRM. Our software is designed to help you work smarter, not harder, with customizable automations that simplify routine tasks and help you track leads efficiently. Save time, sell more with automated real estate marketing and sales through GoCRM. Request your demo today!

Call Tracking For Real Estate: How To Get Started

Call tracking for real estate

Albeit a digital world, phone conversations still play an essential role in driving conversions, particularly in the real estate industry. But today, phone calls do not merely mean two individuals connected over the phone; instead, a mine of data.

The right access to call tracking solutions can help you optimize your marketing strategy and drive leads while helping you make educated decisions.

So, how do you get started? Let’s find out.

How Call Tracking Works For Real Estate Agencies

To understand the importance of call tracking in the real estate industry, let’s look at how this industry works.

You will be surprised to know that the real estate industry is more significant than you think. With more than 106,548 brokerage firms operating in the US alone, there is neck and neck competition. It is much more critical for real estate firms and agents to distinguish their services and assist their customers in their journeys, both off the phone and on the phone, today than it was a decade back.

More often than not, a real estate customer’s journey begins with home hunting on a digital source. It is not surprising to know that homebuyers prefer using their smartphones to find their dream home and connect with a real estate agent to assist them.

As mobile usage is up by 81%, it is the right time for real estate companies to optimize their mobile ad spend to ensure that their advertisements meet the right eyes and convince them to call.

And even if you somehow manage to get your customers to call you, it is crucial to understand where they are coming from. Are they calling you in response to a direct mail? Maybe your paid search is working well? Or did they happen to check out a newspaper ad?

Whatever it is, collecting the right call tracking information is essential to understand the effectiveness of your keywords, ads, and campaigns.

Let’s discuss the benefits of real estate call tracking in detail in the next section.

Call Tracking Key Benefits

Analyze The Advertising Effectiveness

Customer journey

You will agree with us that the real estate industry has one of the highest acquisition rates. Thus it makes sense to invest in resources that provide you with the most qualified leads.

A call tracking program allows you to collect data on the calls received for each number, and assigns it to your acquisition campaigns, traffic sources, and advertising media to help your team make educated decisions.

Understand the Customer Journey

One of the biggest challenges for the real estate industry is understanding the customer journey and bridging the gap between offline and online customer interactions. Inaccurate info on consumer choices can lead your marketing strategy in the wrong direction, thus turning futile all your efforts.

The above is why you should also follow the phone call journey in addition to tracking your customer’s behavior online.

Improve Customer Experience

Customer experience is essential. You won’t want to deal with a business that is not serious about your needs. You gave them a call, and they were to busy to attend you, or they might have promised you to call back within an hour, and it is 2 hours since then with no response.

Would you like to deal with them again? No. You would switch to their competitors.

The former being one awkward situation that call tracking can help you avoid.

Now that you have a basic understanding of call tracking’s unbeatable benefits, it is the right time to check out the fantastic features that call tracking empowers you with. Read on the next section.

Call Tracking Basic Features

Call Tracking

Inbound call tracking is a practice of tracking your ROI wherein you assign specific numbers to different promotional activities. So, your Facebook ad could ask real estate buyers to call one number, and your paid search ad could show a different number.

This way, when you get a call, you can track the number you are getting the ring on and use it to analyze the respective campaign’s effectiveness.

Call Recording

You will agree with us that your ultimate goal is not just to answer every call you receive, but also to use it for internal introspection and training purposes. When you cannot convert a lead, call recording can help you analyze what went wrong and what could have been better. Correspondingly, when a particular call yields the expected results, you can use it to train your other team members.

Call Routing

As you establish yourself in the real estate industry, you will likely start getting an overwhelming number of calls, requiring you to route it to an appropriate agent. This assignment task helps you route a call from one busy customer representative to the next available representative, or maybe finally to a voicemail.

Call Reporting

So, how do you ensure if your efforts are reaping the results as intended? That’s when call reporting helps you out by sending daily, weekly, or monthly reports containing details on lead sources, number of calls answered, number of calls missed, call duration, and other vital information.

Note: It is imperative to mention that most call tracking software will only provide the bare minimum feature of call tracking. However, if you wish to make the most out of the data that calls provide you with, GoCRM can help you tick the right boxes by integrating flawlessly with your business processes.

Call Tracking Software Alternatives

Various call tracking alternatives can integrate with your real estate business, like:


Skype is a telecommunication application that helps you with video chat and voice calls between computers, mobiles, and tablets. However, the platform cannot provide additional features like call routing, call reporting, etc.


Google offers a lot of call tracking tools to assist your business processes. You can make use of free Google voice numbers for your call tracking needs. However, these numbers are not real phone lines; instead, they need to be forwarded to other existing phone lines, thus killing the customer experience.


RingCentral is another popular tool that can integrate with about 100 apps. It starts from $20 per month, and you would need to upgrade to its advanced version to access more features. However, it could be tough to extract the related data from this platform, which is more comfortable with CRM software.


Starting from $30 per month, CallRail is another call tracking software that can help you in call tracking and monitoring. However, since this is a piecemeal tool, it could be tough managing different apps and devices, especially when a CRM could take care of it all.


At $39 per user per month, GoCRM is our best alternative for real estate call tracking. While not only limited to call tracking  features, it’s benefits surpass above and beyond that of regular call tracking apps, along with integrating or complementing some of your sales and marketing processes or departments.

How Call Tracking Guarantees Lead Conversion Success

Generate And Respond To Leads

So, your team member somehow missed a call from a couple looking for a new condo to move in? How do you get back to them? This opportunity is when call tracking helps you out. In addition to helping you generate leads, the right call tracking platform can also help you respond to real estate leads.

And believe us, it is no more a choice to respond to real estate leads instantly, but a requirement. A report revealed by the California Association of Realtors on consumer expectations found a direct correlation between the increased mobile usage and anticipation of an instant response to queries.

Improve Lead Conversions

While generating leads is one fundamental aspect of real estate tracking, research has revealed that responding instantly to inquiries could increase internet lead conversion real estate by whooping 391%.

This misconception means that if you do not leverage the impressive capabilities of call tracking, your competitor will push you back in the market.

Deliver a Wonderful Customer Experience

A CAR report on response time revealed a massive gap between the actual response time and expectations, and this gap is an enormous opportunity for the real estate agents and firms.

The report suggests that more than 94% of consumers expect a response within 1 hour. However, only 36% of agents meet this requirement.

The key takeaway: if you respond within 1 hour of a customer calling you, you can outperform 64% of your peers – as simple as that!

Your Turn

As you can see, call tracking is necessary for the real estate industry if you do not wish to miss out on your leads or feel outdated among your competitors.

Call tracking helps you track the numbers, but it also enables you to route a call to an appropriate agent, record it to derive critical insights, and its reporting capabilities allow you to analyze what is working and what is not

Stop Paying for Real Estate Leads (Do This Instead)

Why you should stop paying for leads and what to do instead

Real Estate leads are not difficult to come by. Businesses covet them, brands chase them and ads target them. They are purchased regularly. But how do they fare in the sales funnel? Real estate agents often find, to their dismay, that third-party leads are either fake or twice removed from their needs. If you have plans to pay for real estate leads, read on to find out how they pose a risk to your business and what you can do instead. Today, CRM has emerged as a go-to solution for real estate businesses.

What is the difference between buying leads and generating leads?

Woman watering plant and growing money

Buying Leads: A lead vending website or a third-party provider brings in a list of potential clients. They claim that the data belongs to those who have shown quite an interest in your services. So you pay a hefty price and acquire it. The payment could be on a monthly basis or paid for each lead you get. That’s it – you’ve purchased leads.

Generating Leads: On some other occasions, you might want to generate leads on your own by advertising your business online or offline, promoting it in social media, calling up people you know, emailing referrals, and meeting-up with clients face-to-face.

Why do businesses pay for leads?

Why indeed, when you can generate your own? Businesses often outsource this lead securing part to a third-party firm. The hired company does the fieldwork and brings home leads. This lessens the load on their in-house teams and gives them more time to connect with customers. This list contains names and numbers or emails of interested buyers. All you are left to do is contact them and convert them into paying customers.

Yet, real estate agents often complain about how they ended up wasting time and resources on procuring this database. So what goes wrong?

What are the risks of purchasing leads?

To begin with, you risk buying an irrelevant database. The cons of buying leads outnumber their pros if any. We’ve highlighted the common flaws that plague real estate companies when they work with a purchased list:

Business man yelling at desperate man through loud speaker

1. You get common leads

Your potential real estate buyers are not exclusively yours. A shady vendor will try to sell the same list to you and ten other competitors. So, instead of finding buyers solely interested in your business, you get a list of people interested in the broad industry and/or certain related services. Instead of loosening, the competition tightens around you. Only the first agent to contact a lead has any hopes of cutting a deal.

2. Unqualified leads

You may end up with a database that’s unrelated to your business. You provide end-to-end home building services while the 40,000 people you talk to are not interested in anything more than renting. So, if you pay $1000 for the data, you’ve lost it on useless leads. And there’s no money-back option.

3. Conversion is not easy

It wouldn’t be, since potential buyers are not interested in your services in the first place. They want to put their money on something else altogether.

4. You are paying for someone else’s business

When you pay for leads from a third-party, there’s no way to know whether they would qualify. So all you’re doing is filling their coffers without a single benefit to your brand – one of the worst cases of negative returns on investment. No one wins, except the vendor.

5. You may compromise on quality

Since you are pitching to uninterested customers, sometimes you may have to lower your prices. To keep it profitable, you would be forced to lower your standards. Simultaneously you lose out on goodwill, word of mouth, and repeat clients.

Do This Instead

So, as you see, buying leads doesn’t work as effectively as you were led to believe. What can you do instead? Is there a system that can help you acquire quality leads? And analyze them, grade them based on urgency, and help you maintain a robust connection with potential customers and existing clients?

Enter CRM.

Customer relationship management is a process that not only provides businesses with complete lead management solutions but also takes the association with their customers further. A well-made CRM strategy works at 3 levels and raises the volume of good leads, sales, and returning buyers.

CRM Success diagram - 1) Lead management, 2) Calls Scheduling, 3) Follow Up

The cycle of CRM success.

These functions are variously performed by different activities as listed below:

Lead Management

This helps you secure all leads coming in through different channels. Lead management helps businesses plug lead loss due to forgetting, or overlooking them.

Living inside the sphere of lead management, conversion tracking is the engine, making sure all leads are promptly and adequately followed up into their next desired phase, while ensuring every channel, campaign, and activity is logged, from inquiries, to leads, to appointments, to sales, and finally, repeat sales.

Sales Scheduling

The CRM process helps you fix appointments with your customers through phone calls or emails and in-person meetings, with many automations available when using CRM software. Studies show that it is best to call your leads as soon as they are acquired. For an in-depth discussion, you could let them schedule it, preferably on the same day. You may consider mailing them the meeting date and time for a site visit, for instance.

Follow Up

Businesses continue to follow up with existing customers in a bid to acquire more sales from them. Older customers turn business promoters indirectly if they receive good services and continued assistance from you. They may be offered with discount codes or coupons or invited to special events. Nurturing this relationship with customers is the cornerstone of an effective process.

To sum up, purchasing leads is a risk best avoided. A proven alternative is implementing a CRM system. It helps you generate unique leads, transform them into sales, and continue to give after-sales assistance.


How CRM Helps You Manage Real Estate Teams

Real estate team CRM

Real estate transactions are unique. Long-term, individualized, and complex, they require more attention, greater nurturing, and smarter strategies than do other types of transactions.

That is why they also require custom-built CRM software. Customer relationship management looks different in real estate than in any other industry. Technology that effectively supports real estate agents as they gain leads and move those leads through the sales funnel has to look different too.

That is why the best CRM for real estate teams is flexible, tailored, and feature-rich. Read on for a look at how the right real estate team CRM can help you manage your team, make more sales, and implement processes designed specifically for the buying and selling of property.

CRM systems for real estate teams offer total integration

Before CRM, your real estate team used an array of tools to connect with leads. From email to databases, from Zillow to DocuSign, these tools enable you to earn, track, assign, nurture, and advance leads through the sales funnel. But they were also difficult to keep track of.

Not anymore. The right real estate CRM integrates all of those tools into a single, powerful, intuitive interface. Import contacts from your databases. Score leads based on information gathered from your website, real estate sites, and contacts. Automatically process paperwork through the same platform.

With total integration, your CRM can automate, streamline, and simplify the lead nurturing process. Simply sign into your CRM dashboard, where follow-ups are scheduled (or initiated), leads are added, and scored, and all of your tools are accessible in one location.

CRM for real estate agents enables on-the-go productivity

Real estate agents rarely put in a full day in the office. Instead, they are constantly on the go, meeting with buyers and sellers, buying houses, overseeing inspections, and more. CRM systems for real estate teams need to keep up.

With mobile integrations, the best CRM for real estate teams make it simple to keep up with leads and contacts from anywhere. CRM software that includes a mobile app makes all of the software’s features available anytime, anywhere, from your mobile device.

With the right program, you can make phone calls, send emails, update notes, track leads, follow up with contacts, and close sales from your car, restaurant, client home, or anywhere else your day takes you.

With GoCRM, we also have GPS capabilities built into our platform for simple tracking of your team’s day, appointments, and client contacts. Seamless communication and lead management for real estate has never been easier.

The top real estate CRM for teams allows for ground-up customization

Not every CRM is right for real estate teams. With their unique needs, agents require specialized support and features to effectively move leads through the sales funnel and close deals.

That is why the best real estate CRM for teams is one that allows for ground-up customization. With extensive options available, real estate teams can define their needs and build in the functionality they require to improve their productivity and their sales.

Here are just a few of the ways in which real estate agents should be able to customize their CRM:

  • Task automation
  • Lead assignment
  • Workflow structure
  • Contact filters
  • Forms
  • Lifecycle stages
  • And more

The right CRM built for the specific applications your team needs becomes a powerful tool driving productivity, innovation, and results among every member of your real estate team.

CRM for real estate agents improves time management

When you manage a real estate team, your responsibility is to maximize their productivity with smart policies and streamlined processes that save time. The right CRM systems deliver productivity and save time by making it easier, and faster than ever before to generate, follow up with, and nurture leads.

Manual tasks can eat up hours that your agents could be spending finding the perfect home for a client or making a sale. Replace repetitive data entry and lead scoring with a CRM that pulls in information from hundreds of sources and organizes it in one easy location according to the custom fields you choose.

Enjoy automatic lead scoring and assignment so agents always focus on the highest-quality leads first. Save your agents the time it takes them to learn about a lead by scouring two databases, an email account, and their colleague’s brains by giving them a CRM that can synthesize all that information and deliver it to one place for easy access.

The best CRMs for real estate agents do more than automate manual tasks and organize data. They also perform these time-saving tasks to get your agents focused on the most important parts of their jobs:

  • Integrate with your team’s current workflow
  • Trigger campaigns based on a lead’s score or activity
  • Automatically initiate drip campaigns
  • Automate first contact for certain leads
  • Schedule or initiate follow ups for leads after certain triggers occur (i.e. action taken on your website, certain amount of time since last contact, etc.).

With an effective CRM taking over time-consuming tasks and streamlining others, your real estate team will always be on top of their game. They can focus on advanced lead generation and nurturing so you and they can enjoy more sales and greater profits.

The top real estate CRM for teams is easy to use

Real estate agents are experts in real estate, not technology. If they have to fight with a sluggish or complicated customer relationship management software, they may choose not to use it all. A system they cannot use will also never save them the time they need to work more productively.

That is why the CRM you implement needs to be lean, agile, and intuitive. The best CRMs for real estate agents have all the features they need, with none of the extra bloat that can slow down the interface and increase the complexity of the platform. The only thing worse than navigating a complicated piece of software is navigating features you cannot even use.

Customization can help you to find a CRM that is as lean and lightweight as you need. Add the functionality you require and leave out the rest. Choose simplicity over bells and whistles, as long as your program delivers what your team needs.

In addition, your real estate CRM should boast an intuitive user interface where all relevant information is available at a single glance. GoCRM, for example, presents all relevant data about your leads and contacts within a single interface that you can easily understand and interact with.

Add comprehensive training to an easy to use CRM (GoCRM includes employee training), and you can keep streamlined processes and lead management in the hands of everyone on your team.

Real estate CRMs give you a 360-degree view of your leads

Real estate leads often take longer to convert into customers than do leads in other industries. Thanks to this longer life and the more extensive nurturing required to move prospects through the sales funnel, you need a CRM that can deliver a 360-degree view of your contacts.

For example, if a lead looks at a home on Zillow and then waits 60 days to reach out to your office, can your CRM see their previous interest and score them accurately? Can your CRM track a prospect’s activity and contacts over multiple channels and over the course of weeks or months?

The right CRM for your real estate team will seamlessly track leads from the beginning of the sales funnel to the end, no matter how long the process takes. This capability reduces duplicate leads and ensures that your team always responds appropriately to every contact

In addition to tracking leads over time and across channels, the right CRM for real estate agents can accurately assess which channels drive not just the most activity but also the most profit for your business.

As a result, you can more effectively focus on the leads and the marketing channels that yield the most business. With long-term tracking of lead activity and robust reporting, a strong real estate CRM, like GoCRM, can enhance the accuracy, effectiveness, and success of your team’s efforts.

Total integration. On-the-go productivity. Ground-up customization. Improved time management. Ease of use. Comprehensive lead tracking. The best CRM for real estate agents delivers all the tools you need to effectively manage leads and close sales with customized features that deliver results for the real estate industry.

When looking for a CRM that has all these features, you need to choose between real estate specific CRMs and more generalized CRMs that allow for extensive customization. When making your choice, consider a platform like GoCRM.

With extensive customizable features combined with a powerful platform and intuitive interface, you can use GoCRM to craft a platform that is ideal for real estate and ideal for your specific team. Integrate GoCRM with your existing workflows. Take advantage of its powerful reporting capabilities and numerous integrations. Enjoy a customer management tool that allows your real estate team to more accurately, effectively, and easily manage every lead that comes your way.

Best Practices For Texting Your Real Estate Leads

Blog cover - Best Practices For Texting Your Real Estate Leads

Text wins over email when it comes to sales and marketing. Studies have found that 98 percent of text messages are opened, compared to 20 percent of emails. People read texts more quickly than they read emails too: Over 90 percent of text messages are read within 3 minutes.

Average Open Rates comparison of Email vs SMS

The Real Estate industry is no stranger to this boom. A 2019 report by the National Association of Realtors found the vast majority of real estate agents prefer to use SMS to communicate with their clients.

Need convincing? Think about your own approach to emails vs. texts. Do you feel like you are being marketed to more when you receive an email or a text? Which do you answer faster? And which do you open more frequently?

Your leads are responding the same way. That is why real estate lead texting is a must-have tool to add to your arsenal. To get results, you have to go about it the right way. Here are some of the best practices for reaching out to your leads via text message.

Real Estate Texting Best Practices

Real Estate Texting Best Practices

1. Call first

Texting real estate leads is not meant to replace good old-fashioned connections in person and over the phone. If you try to text before making a more personal connection:

  • You are 40 percent less likely to receive a response.1
  • You are 4.9 percent less likely to close the deal after getting a response.

You should always have an initial contact with a lead before texting. Your text should never come as a surprise to your lead. Preferably, you should make that contact over the phone in order to enjoy the best results from your conversations.

2. Get permission

Texting is a more personal form of engagement than an email and feels more intimate than a business phone call. As a result, you should always ask for permission to send texts to a lead, even if they have willingly provided you with their phone number.

You can get this permission by including an opt-in or opt-out on online forms, or by asking permission during an in-person visit or phone call. When asking for permission in person, make sure to emphasize:

  1. Why you will text the lead (i.e. Confirm appointments, provide links to possible homes, etc.)
  2. That texting is common practice for you (i.e. Say something like “I text many of my clients because it is convenient for them.”).
  3. That texting is fast and convenient (You may want to emphasize, for example, how texting allows you to alert them to potential properties as soon as they come on the market).
  4. That you will never text outside specific windows of time (i.e. After business hours)

3. Text promptly

Some experts recommend reaching out to text message leads within 5 minutes of hearing from them. This may not be realistic in every circumstance (i.e. When they text you late at night) unless you are using some form of automation for real estate, but it is a good rule of thumb. Since most people read texts within 3 minutes of receiving them, taking longer than 5-10 minutes to respond could make your lead feel ignored.

When initiating texts, you want to time your contact carefully. In general, you should follow these rules for timing your texts:

  • Avoid texts outside business hours.
  • Never text early in the morning or late in the evening.
  • Consider sending initial texts on Wednesdays or Thursdays because these days receive better responses.
  • Consider texting in the afternoon for better responses.

Of course, much of your successful texting strategy will depend upon following your instincts and your knowledge of the potential client when it comes to timing, messaging, tone, and more. Never be afraid to reach out when you feel that it is appropriate.

4. Keep It Simple, Silly

Texting is not a replacement for an email. Meant to be short and sweet, it is best used to communicate quickly and efficiently with leads. A long paragraph of text will confuse or frustrate clients, who may choose not to read or engage with your message.

To boost engagement and effectively deliver your message over text, keep your texts to 300 characters or fewer. Try the following tips to keep the length of your text messages down:

  • Avoid text signatures.
  • Communicate one piece of information per text.
  • Use direct, concise language.

5. Do not spam your leads

Permission to text a lead is a privilege. Do not abuse it by sending spam to your contacts. Keep every text personal and relevant. The best practice when it comes to text marketing your real estate leads is to make sure that every text you send has a clear purpose and adds value to your potential client.

For example, if you are sending a follow up text about a property that a lead has shown interest in, you should say something about the property that will interest your prospect or dovetail with what you know they are looking for in their purchase.

Examples of reasons you may want to text a real estate lead are the following;

  • Set an appointment
  • Confirm an appointment
  • Alert a prospect to a new real estate listing
  • Send a resource
  • Provide quick answers to prospect questions

In order to avoid spamming your leads with texts, you also need to avoid sending too many messages. A good rule of thumb is not to send multiple texts without a follow up from the lead.

6. Strike a balance between professional and friendly

Texts are a more laidback way of communicating. People do not expect stilted or formal language. On the other hand, real estate lead texting is still a professional form of communication. In order to connect with your leads, you need to strike the right balance between professional and friendly. Try these practices:

  • Allow your personality to come through the text.
  • Use contractions when they feel natural.
  • Use emojis 🤝😊 when they feel natural 🌱
  • Avoid formal language.
  • Avoid text abbreviations (like “ur” for “your.”)
  • Write in complete sentences.

7. Use your texts to create a conversation

The best lead gen intro text for new real estate leads is one that encourages a response from the lead. As you and your lead interact, you have the opportunity to build a relationship that guides them down the sales funnel.

Try these practices to build a conversation with your leads over text:

  • Ask questions rather than making statements.
  • Address one thing in your text at a time.
  • Ask your lead for their opinion or ideas.
  • Don’t just send a resource; elicit feedback about the link.
  • Use clear, conversational language.
  • Match your tone to your relationship with the client.
  • Make sure to respond promptly to any messages your client sends after your text.

8. Know when to avoid using text

Texting can be a valuable aspect of your lead gen strategy. However, there are times when you should not text a lead and should pursue other methods of contact. For example, because texting is more casual than other forms of communication, you may need to avoid texting when you must formally communicate important information.

Consider these practices to avoid texting real estate leads:

  • When you need to deliver sensitive information.
  • When you are dealing with legally binding documents.
  • When you are making contact with a lead for the very first time.
  • When a lead has not responded to an initial text message.
  • When you do not have permission to text a phone number.
  • When a contact asks that you reach out a different way.
  • When you have nothing of value to add to your conversation with your lead.

Make texting part of a larger lead gen strategy

Texting your real estate leads should be only one part of a larger lead gen strategy. While SMS communication can be helpful when you want to connect quickly with leads, gaining their attention, eliciting fast responses, and guiding them through the sales funnel, you will only make sales if you operate a comprehensive campaign for capturing and nurturing leads.

The best way to use texting is as a supplement to a strategy that integrates many other forms of communication. Your strategy should include phone calls, in-person appointments, showings, blogs, a website, print materials, virtual tours, ads, social media, and more.

Together, all of these channels of communication connect with your target audiences and deliver the information they need, when they need it, where they need to see it. Texting becomes a useful part of that strategy when you use it to arrange meetings, follow up with questions, and respond to client answers.

💡 Takeaways

The right CRM can integrate text with customer relationship management that works for your business.

When you choose GoCRM, you enjoy a customizable CRM that integrates phone, email, text, and more to gather data into a single, powerful, interface.

Text from a company number, even when you are using your personal mobile device. Communicate on the go. Find the latest information on every lead. Close more sales. All with the only CRM that has a full-funnel approach designed to turn your sales and marketing efforts into a single powerhouse. Request your demo today!

SMS Marketing Automations For Real Estate

real estate sms marketing automation

Sales and marketing automation has led to synchronized actions from different departments and teams towards different goals and targets. It has streamlined customer connect and reduced turn-around times. In automated real estate processes, text marketing for realtors has emerged as a favorite business strategy. It is quick and easy. Many clients seem to prefer it to other promotions. For the real estate industry, a CRM with text messaging has bolstered reliability and performance.

We have listed 6 real estate text marketing scenarios with examples that can be implemented in your marketing communications strategy.

1. Reply instantly to leads with auto-responders

Online when the world sleeps? Offline when your client isn’t? Missing out on leads? Many real estate agents face this dilemma at one time or another. They fail to establish an immediate response to client queries. Even well-meaning clients who express an interest in a property at the dead of the night hope to be quickly taken in. But you have just fallen into a well-deserved nap. There’s trouble in river city tonight.

A delayed response from your end sends the signal that you are not sincere enough and the deal dies a premature death. Enter real estate text messaging. With suitably worded auto-responders you can now reply to client queries instantly, whether you’re napping, eating, cycling, snorkeling or showing another client around.

Auto-response real estate messages to clients can be formulated in any way you like. Example:

Hi {client name}, you expressed an interest in a property at {street address}. What time can we get in touch with you?

When these messages reach your client’s inbox the moment they click on a listing, they set the ball rolling. Auto-responders automate the first contact and close the leakage in the sales cycle. Learn how to auto reply a new lead with GoCRM.

2. Follow up with clients with reminders and updates

So, you’ve made the contact, scheduled an inspection and got busy with other customers to schedule more inspections. Your client, meanwhile, has promptly forgotten the date and has almost moved on. Get them back in the loop with follow up messages. Example:

Hi {client name}, check out these photos of the house that I want to show you tomorrow. Let me know what you think.

You might also want to try a follow-up text or email that gets sent automatically after a set period of time. Two weeks, a month or 90 days, whatever you feel is appropriate. CRM with texting features like follow-up message and reminders show your client that you are taking care of their interest at a more personal level. Learn how to automate lead re-engagement with GoCRM.

3. Stay connected with past clients

Texting is not meant for just prospective clients. All your new customers (and especially) your past clients deserve the courtesy of a call, text or email. A simple congratulatory message on buying their home can do wonders. You may also ask how they find the property. A little more engagement on the personal side is a good will gesture you had better take care of. Some examples below:

Hi {client name}, this is {agent name} from {real estate company name}. It’s been a while since we worked together on selling your home on {street address). How have you and your family been?

You can also use the opportunity and ask for referrals:

If you know of anyone considering selling or buying, feel free to share my information with them. I greatly appreciate the referral.

Send messages to get client feedback so you can build a formidable repository of glowing testimonials for your company and services. These will strengthen your online presence and highlight your brand’s reliability. It doesn’t take long for positive news to go viral, especially among the smartphone-dependant customer base. Learn how to automate lead re-engagement with GoCRM.

4. Get access to basic details and preferences from clients

Another way you can use real estate text message prospecting is by asking clients to provide you with basic information. For example, whether they wish to buy, sell or rent out property. These are the texts you should send every online lead. Apart from designing personalized plans for each of these queries, the information is useful for drawing up well-segmented lists of customers with different needs. Example below:

Hi {client name), thanks for your interest in {real estate company name}. Are you ready to sell or buy a home?

What’s even better is that you get a centralized database to access. With real estate text message marketing working in tandem with your business acumen, there is less room for mistakes. All your scattered data – client names, phone numbers, emails, responses, schedules – is consolidated at one place, ready at your disposal. There’s no need to run from mobile to desktop. Learn how to automate customer on-boarding with GoCRM.

5. Follow up after an Open House

Follow-up messages are usually sent after a site visit or an open house. They are also the go-to communication for checking out if clients are still interested in your listing. A simple follow up may read as follows:

Hi {client name}, thanks for joining us for the Open House at {street address}. Leave a message if you have any questions!

The difficult task of getting them to finally visit the site is done. What next? Drawing them even closer. You already have their phone numbers. Drop a text thanking them. It is often useful to ask about their experience or answer further queries. Composing the right message here is important since it can direct the sales flow. Learn how to create segments with GoCRM.

6. Keep it social with birthday messages and holiday greetings

You can’t go wrong with a warm greeting. Everyone likes to feel cherished, especially on their big, happy birthdays. Go ahead and drop the message, for example:

Happy Birthday {client name}, from all of us at {real estate company name}.

A nice happy birthday realtor greeting keeps things cordial and creates a positive impact.

Extend a holiday hug with a season’s greetings. Holidays are the times when families get together and a text at the right moment can trigger lead generation. Learn how to automate anniversary reminders with GoCRM.


Real estate messages to clients is the new kid on the block. Home builders are queuing up for this automated service to stay in touch with prospective customers at all times. The need for pen and paper documentation has practically been eliminated.

Through text message marketing service real estate promotions carry a high degree of transparency. Not all customers would want to connect via texts and texting is certainly not meant to be the sole marketing plan. But it remains the quickest and the most personal. Reach out if you want to take advantage of automated text marketing for your real estate business.

Ready to start with sales and marketing automation? Start your GoCRM Free trial to optimize your sales funnel and start closing more real estate sales today.

Real Estate CRM With Text Messaging

CRM Text Messaging is a profitable way for Real Estate businesses to communicate with clients and prospects in real-time

Real estate text marketing serves an important purpose. It cuts down on the turn-around time. When buyers, sellers, and real estate agents stay in touch on-the-go, closing deals become more efficient and profitable.

Text marketing offers three main advantages:

  1. Texts are sent and received swiftly
  2. Texts are opened and read in a flash
  3. Texts stay in the inbox longer than email

Real estate customers openly favor text messaging so much that almost half of the messages receive a positive reply from them. The wait in-between is just 90 seconds on average. In a bleak contrast, if four real estate emails are sent out, clients are likely to open just one.

Real Estate Text Messaging – A Game of Time

Real estate text marketing is here to say. It works on principles of social communication and time management. You need not live and breathe technology to make use of text messaging.

Seamless communication throughout the sales process

Real estate brokers who use mobile devices like phones and tablets can seamlessly adapt to text marketing.

Besides creating texts for customers, using a CRM can give you the advantage of automated messages and responders. You will never miss an important response from prospective buyers and sellers.

Whether it’s a new listing on the block or a comprehensive free-of-cost report, texting keeps your customers invested every step of the way. Coupled with images of the property or location, or a video tour of their next new home, SMS marketing for real estate adds a personal touch hardly matched by other means. Texting draws the customer in deeper and heightens the likelihood of their doing business with your firm.

Better engagement with all parties involved

One of the easiest ways to sustain customer interest is to consolidate the process and make it easy for them to engage with you. When combined with a complete and in-depth customer relationship management (CRM), text marketing can get streamlined.

There is no need to toggle between multiple platforms, misplaced data and incur extra charges. Automation is the present and GoCRM serves marketing automation on a platter for lead conversion and closing more sales.

Top reasons why a CRM with text marketing works wonders for real estate

1. The finest text marketing platforms are also the most user-friendly and even novice clients can utilize them to their advantage.

2. Text messages add a friendly touch to customer interactions and they are more social than emails.

3. Text marketing with a CRM helps you better plan your texts, keep your customers engaged and stock up on unique solutions to common problems.

If the above is not enough, consider as many as 40% of prospective buyers choose texting to connect with brokers. It is no surprise text messaging has emerged as the preferred mode of communication in the real estate industry.

Clearly, the benefits of text marketing in real estate cannot be overstated. Having a solid system that monitors and tracks all these messages is a no brainer. That’s why is important to consider a real estate CRM system that relies on text messages as its core. With GoCRM you will be able to create an immersive experience for your clients and develop a blueprint for your future business plans. Sign-up for your GoCRM Free trial