Are you letting leads slip away?

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As November begins, it’s the perfect time to reflect on what has worked this year and prepare for growth in the next. One of the most critical tools in your sales arsenal is a CRM. ️

A CRM not only keeps you organized but ensures that no lead, referral, or opportunity falls through the cracks.

The effectiveness of your follow-up process can make or break your business, and the right CRM is the key to keeping everything on track.

This month, I want to highlight three CRMs that are particularly valuable for Realtors, each offering unique features to elevate your follow-up game:

1. Buffini Referral Maker CRM

Strengths: Designed specifically for generating and managing referrals, this CRM helps you build a steady stream of business through structured communication and tracking. It offers powerful automation features, including email campaigns and pre-written letters, perfect for drip campaigns.
Action plans and important date tracking (e.g., birthdays, home anniversaries) ensure you stay on top of client relationships. Weakness: No direct MLS integration; property data must be entered manually or via a third-party tool.

2. Prospects CRM (OKCMAR)

Strengths: Real-time MLS integration offers a major advantage for OKCMAR members, allowing seamless access to MLS data and easy property sharing. Cost-effective, as it’s often included with or discounted through OKCMAR membership. Client collaboration tools, like shared property carts and in-app messaging, enhance client communication. Weakness: Only available to OKCMAR MLS members.

3. LionDesk CRM

Strengths: User-friendly and easy to navigate, making it suitable for those seeking simplicity. Affordable pricing plans and features like video email and texting to make communication more engaging. AI-powered lead follow-up for personalized, automated communication. Weakness: Basic referral tracking and less robust transaction management compared to Prospects CRM.

    WHICH CRM IS RIGHT FOR YOU? 

    The answer is simple… The one that you will actually use.

    Your CRM can make or break your follow-up process, and ultimately, your business success. If you’re unsure which CRM is best for your needs, let’s connect. I’d love to help you build a system that accelerates your business growth and drives referrals your way.

    Athena Captain

    Athena Captain is Director of Sales and Marketing at Turner & Son Homes, where her passion is building a referral-based company in a niche market. She has helped create a business model that allows Turner & Son Homes to become the “concierge” of building on land in Oklahoma. Athena has successfully led sales teams within retail, banking, and finally bringing her talent to bear in the construction industry. Athena has developed a prospecting system while at Turner & Son Homes that allows any sales professional to become a referral magnet. She will share her system in her upcoming book The Making of a Rainmaker, soon to be released nationwide. With the launch of AthenaCaptain.com, she hopes to help other sales professionals, business owners, and companies apply her proven systems to increase revenue through referrals. She was honored to be a finalist for Edmond Woman of the Year in 2014. She is active within her community as a Board member for Oklahoma Family Network, and she is on the Leadership team of Savannah Station Equine Therapy Program.