I have yet to meet the real estate agent who doesn’t like free stuff! After all, we are constantly shelling out for E&O, desk fees, lock boxes, MLS access, Board Dues, franchise fees, phone bills and other tools that we need to run our businesses. No wonder that free stuff is so popular!
One of the major motivators for me on finding things to write about is finding free tools. Sometime free tools actually “cost” more than they are worth. By the time that you learn them they are often replaced with something better. Sometimes the “free” tool doesn’t do the job as advertised.
But I think I have found a free tool that we all need, a CRM, and that is also worth the time it will take to learn. I also believe that it will absolutely do the job it sets out to do.
It’s called RealOffice360 and you can find it here: https://realoffice360.com
Signing up for the free (for life) CRM is easy with no credit card needed!
Spend 15 minutes of your life to watch this video: https://www.youtube.com/watch?v=lzHRbjmnlo8 as it will give you a quick overview.
If you don’t have 15 minutes to watch the video, this info from their website will give you a quick overview:
RealOffice360™ CRM is like having a smart assistant for your real estate business to help set your goals, work your action plan, manage your appointments, follow up with prospects and track all your deals.
Manage Clients
An easy-to-use, smart CRM designed exclusively for agents, that grows with your business.
Build Your Database
Create a client list or try the easy import wizard. Imagine all your clients, leads and prospects in one place.
Set Your Goals
RealOffice360™ makes is easy to set your business goals and work your plan every day.
Grow Your Business
Imagine your CRM and business plan integrated in one simple package. So you can grow your business faster.
Automate Reminders
Work smarter, not harder. Prioritize client tasks and set deal deadlines. You’ll never forget to follow up again.
Track Your Deals
Visualize your entire sales pipeline. Track leads, prospects, and active clients at every deal stage.
Best free CRM for real estate agents.
Since it’s a web based product, it works with Macs and PCs. You can also access it with your phone, although you’ll be doing a lot of scrolling around!
You can import clients, set goals, record notes and more. But one of the features that I really like is that it will send you a daily email with your list of things to do that will move you to your stated goals. You simply check them off as you do them! Makes prospecting a breeze!
One caveat, this is a Canadian product, so some of their language is different from ours…for instance they have “Conditional” deals. Those are pending transactions. They also have “Firm” deals. Those are deals where the contingencies have been removed and you have a high probability that the deal will close.
In my opinion those are small details and shouldn’t be a reason to ignore the product’s other benefits!
Please go take a look. You will have to sign up for the free account to get in to the product in order to look around, but you can always bail out if you don’t like what you see. They do offer paid versions which offer different levels of add-ons. The free version is more than enough for most new to mid-level agents though.
I like this product…a lot! I hope that you will too!
