I see posts every week here asking which CRM is the best. kvcore, follow up boss, lofty, wise agent. I've used 3 of them in 8 years and I'll tell you the answer is it genuinely does not matter if you don't have a follow up habit.
the CRM is a database. it stores contacts and reminds you to do things. that's it. the actual work is doing the thing it reminds you to do. and the reason most agents fail at follow up isn't the tool, it's that they don't have a system for what to say and when to say it.
here is what I do. every new lead gets a call within 5 minutes if they're online, or within 2 hours if they came from an open house. after that it's a check in at day 3, day 7, day 21, and then monthly. the content of each check in is specific to their situation not a generic "just checking in!" email. after every call I dictate what we talked about into willow voice and use the transcript when I write the follow-up email. that way I actually reference something specific they said instead of sending something generic. people want to feel remembered not marketed to.
the CRM just makes sure I don't forget to make the call. any CRM can do that. stop researching tools and start making calls.
also controversial take: if you have fewer than 50 active leads you don't even need a CRM. a spreadsheet and calendar reminders work fine. you need a CRM when the volume outgrows your memory not before.
what's your follow up cadence? I've been doing the same one for 5 years and wondering if I should tweak the timing.
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source https://www.reddit.com/r/RealEstate/comments/1s0ei71/new_agents_the_crm_is_not_the_problem_you_just/
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