Introduction
As a real estate agent, your time is valuable. Most agents waste too much time on admin tasks that could be automated, leaving them with less time to focus on what matters most: closing deals and having a life outside of work.
In this article, we'll explore five admin tasks that beginner agents often waste hours on and how you can automate them to reclaim your time and boost your productivity.
One: Data Entry
Data entry is a time-consuming task that can eat up hours of your day. Whether you're inputting client information, updating property details, or managing your pipeline, manual data entry is a drain on your productivity.
To automate data entry, consider using a CRM that allows you to set up custom fields, and automate data imports from other platforms. We'll talk about what CRM is best for you later in this article.
Two: Email Management
Email is a critical communication tool for real estate agents, but managing your inbox can be overwhelming. From responding to client inquiries to coordinating showings, email can quickly become a time sink.
Tools like Outpost CRM can help you streamline your email management by automatically grouping your emails by client, scoring leads based on engagement, setting up automated responses to common inquiries, and much more like AI automation.
With Outpost, you can spend less time in your inbox and more time closing deals.
Three: Scheduling Showings
Coordinating showings with clients, other agents, and vendors can be a logistical nightmare. Juggling multiple calendars, time zones, and availability can quickly become overwhelming.
Make sure you have a good tool for scheduling things / managing your calendar. Outpost CRM has a built-in calendar feature that allows you to have your own booking link, that properly syncs with your calendar and availability.
Four: Follow-Up
Following up with leads, clients, and other agents is crucial for maintaining relationships and closing deals. However, keeping track of who you need to follow up with, when, and how can be challenging.
You'll want to use a platform that prioritizes clients based on who needs to be followed up with, and when. Outpost CRM assigns a score to each client based on their engagement, so you know who to reach out to first, without having to think about it.
Five: Reporting
Reporting is essential for tracking your progress, identifying areas for improvement, and demonstrating your value to clients. However, creating reports manually can be time-consuming and error-prone.
Make sure your CRM has a robust reporting feature that allows you to generate reports on key metrics like lead conversion rates, deal pipeline, and client engagement.
Honorable Mention: Automation
Automation is the key to reclaiming your time and boosting your productivity. By automating repetitive tasks like data entry, email management, scheduling, follow-up, and reporting, you can focus on what matters most: building relationships and closing deals.
Outpost CRM makes automation easier than you can imagine. With a simple drag-and-drop interface, you can create custom routines to automate repetitive tasks and save hours of manual work.
CRMs you should consider
When it comes to automating admin tasks, not all CRMs are created equal. Here are a few options to consider:
- Outpost CRM: Yeah, surprise surprise. We think you should use Outpost to succeed in 2024.
- Follow Up Boss: A popular CRM for real estate agents that focuses on lead management and follow-up.
- LionDesk: A comprehensive CRM that offers a range of features for agents, including lead generation, marketing automation, and transaction management.
- HubSpot: A powerful CRM that integrates with other HubSpot tools to provide a complete marketing and sales solution.
- Zoho CRM: A customizable CRM that offers a range of features for small businesses, including lead management, sales automation, and reporting.