Workflow Templates: Real Estate CRM Setup Checklist

Select the appropriate CRM software for your needs

Create user accounts and assign roles

Customize the CRM interface to match your brand

Import existing contacts and leads into the CRM

Ensure data accuracy and remove duplicates

Create data fields specific to your real estate business

Set up automated email campaigns for new leads

Create task reminders for follow-ups with clients

Develop workflows for lead nurturing and conversion

Integrate the CRM with your website for lead capture

Connect the CRM with email marketing tools

Sync the CRM with property listing services

Conduct training sessions for all CRM users

Provide access to a CRM user manual or help center

Set up a support system for ongoing assistance

Real Estate CRM Setup Checklist