75. The CRM Playbook: Avoiding Rework & Setting Yourself Up for Success

Update: 2025-03-31

Description

Join Jennifer Stats on the Life and Listings podcast as she dives deep into one of the most crucial tools in real estate—your CRM (Customer Relationship Management) system! Whether you're a seasoned pro or just getting started, this episode is packed with must-know tips on organizing your contacts, optimizing your database, and setting yourself up for long-term success—without the dreaded rework. If you've ever struggled to keep your leads, clients, and business data in check, this episode is for you! Listen in and take your real estate game to the next level!

"Most people have way too many custom fields and tags that they're utilizing in their system. So think about segmentation. Segmentation is something that we want to be able to put a chunk of people in. If a tag only is going to apply to one person, it's not a tag or custom field, it's a note. If it's something that you want to segment, so it's all of your buyers, all of your sellers, all of your SLI, all of I don't know some other group of people that you want to be able to segment everyone that's interested in a specific city that is a tag or a custom field."

Key takeaways:

Understanding CRMs and Their Importance – Explanation of what a Customer Relationship Management (CRM) system is and why it's essential in real estate.
Notes vs. Tags for Organization – Clarification on the difference between notes and tags, how to properly use them for segmentation.
Consistency in CRM Usage – The importance of fully committing to a CRM, ensuring all contact details are correctly recorded.
Updating CRM Information Regularly – Steps to keep contact details up to date, including adding new addresses after transactions.
CRM Playbook Announcement – Introduction of the monthly playbooks, with a focus on the CRM Playbook.