CRM for Real Estate Agents
Manage leads, showings, and client relationships without complex software
A real estate CRM for agents tracks buyer and seller leads, property showing history, consultation notes, and follow-up schedules. SchedulingKit includes CRM alongside online appointment booking, automated reminders, and payment processing for agents and small brokerages.
Real estate agents live and die by follow-up. The lead who inquired about a property today might buy six months from now — if you stay in touch. Enterprise real estate CRMs are powerful but overbuilt for individual agents and small teams. SchedulingKit gives agents a lightweight CRM tied directly to their scheduling system: every showing booked, every consultation held, and every follow-up sent is tracked in one place.
Client Management Challenges for Real Estate Agents
Leads going cold because follow-ups aren't systematic
No centralized record of which properties a buyer has seen
Enterprise CRMs (kvCORE, Follow Up Boss) are expensive and complex
Showing schedules managed through text messages and phone calls
No way to track which lead sources generate actual closings
Client preferences stored in memory rather than a system
How SchedulingKit CRM Helps Real Estate Agents
Lead profiles with property preferences, budget, and timeline
Showing history tracked per buyer with notes and feedback
Automated follow-up sequences keep leads warm over months
Online scheduling for consultations and showings
Lead source tracking to measure marketing ROI
Simple enough for solo agents, scalable for small teams
CRM Features for Real Estate Agents
Lead Profiles
Buyer/seller type, budget range, location preferences, and timeline per lead.
Showing History
Track every property shown with buyer feedback and interest level.
Follow-up Sequences
Automated nurture messages to keep leads engaged over the buying timeline.
Consultation Booking
Online booking for buyer consultations and listing appointments.
Lead Source Tracking
Tag leads by source (referral, Zillow, social, open house) for ROI analysis.
Pipeline View
See leads by stage: inquiry, consultation, active buyer, under contract, closed.
Popular CRM Use Cases for Real Estate Agents
Also Included with SchedulingKit
Frequently Asked Questions
Is this CRM simple enough for a solo agent?
Yes. SchedulingKit is designed for simplicity. You get lead tracking, follow-up automation, and scheduling without the complexity of enterprise real estate platforms.
Can I automate follow-ups with leads?
Yes. Set up automated follow-up sequences so leads receive periodic check-ins without manual effort. Customize messages and timing based on where they are in the buying process.
Does it track which marketing channels bring leads?
Yes. Tag each lead with their source — referral, online ad, open house, social media — and analyze which channels generate consultations and closings.
Further Reading
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