Finding the Right CRM: Simplifying Your Real Estate Business

In the latest episode of the Agent Rise podcast, co-hosts Neil Mathweg and Mindi Kessenich explore the realm of CRMs (Customer Relationship Management systems) in the context of real estate businesses. They tackle the common question of whether CRMs are essential for success and share their insights on finding the right CRM that suits your unique business model and personality.

Neil and Mindi highlight the significance of having a well-defined system for client management, emphasizing that it doesn’t necessarily have to be a complicated CRM. Instead, they suggest that it should be a tool that complements your business strategy and aligns with your lead generation methods.

The hosts present a compelling case for matching the CRM to the specific needs of your real estate business. For instance, if your primary focus is on referral business and relationship-building, you may not require an intricate CRM, but rather a straightforward spreadsheet or a visual system like a whiteboard.

They also discuss the importance of understanding your leads and the sources they come from. Different lead generation methods may require different CRM functionalities. Therefore, agents are encouraged to assess their lead acquisition process and tailor their CRM choice accordingly.

Throughout the episode, Neil and Mindi stress the value of consistency in client communication. Whether through text, calls, or emails, staying in touch and delivering relevant content to clients is vital for building trust and staying top-of-mind.

In conclusion, the episode offers valuable advice for real estate professionals looking to optimize their client management approach. It emphasizes the need for a system that works for your specific business and personality, allowing you to nurture strong relationships with clients and thrive in the real estate industry.

Resources and Links mentioned in this episode:

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