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Real Estate CRM Setup Checklist
Initial Setup and Configuration
Select the appropriate CRM software for your needs
Create user accounts and assign roles
Customize the CRM interface to match your brand
Data Import and Management
Import existing contacts and leads into the CRM
Ensure data accuracy and remove duplicates
Create data fields specific to your real estate business
Automation and Workflows
Set up automated email campaigns for new leads
Create task reminders for follow-ups with clients
Develop workflows for lead nurturing and conversion
Integration with Other Tools
Integrate the CRM with your website for lead capture
Connect the CRM with email marketing tools
Sync the CRM with property listing services
User Training and Support
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
