How to segment leads in your real estate crm

How to segment leads in your CRM

March 03, 20232 min read

Segmenting real estate leads in a Customer Relationship Management (CRM) system is a crucial step in effectively managing and nurturing leads. Here's a guide on how to segment your real estate leads in a CRM:

  1. Demographic information: Start by gathering basic demographic information about each lead, such as age, location, and household size. This will help you understand who your leads are and what they might be looking for in a home.

  2. Lead source: Track where each lead came from, such as a Google ad, Facebook ad, or referral. This will help you understand which marketing channels are most effective for generating leads. (When a lead comes in through our LeadBlazer CRM, we add a LeadBlazer tag so agents know their Lead Gen is working. Just remember, it's all about what you want to track and measure.)

  3. Lead stage: Assign each lead to a specific stage in the sales process, such as "new lead," "qualified lead," or "closed deal." This will help you understand where each lead is in the sales process and what actions need to be taken.

  4. Home buying timeline: Gather information about each lead's home buying timeline, such as when they plan to purchase a home and how soon they're looking to make a move.

  5. Home buying preferences: Gather information about each lead's home buying preferences, such as the type of home they're interested in, the location, and the budget.

  6. Lead behavior: Track each lead's behavior, such as the pages they visit on your website, the emails they open, and the property listings they've shown interest in.

  7. Lead score: Assign a lead score to each lead based on their demographic information, lead source, lead stage, home buying timeline, home buying preferences, and lead behavior. This will help you prioritize your leads and understand which leads are most likely to convert into clients.

In conclusion, segmenting your real estate leads in a CRM is a crucial step in effectively managing and nurturing leads. By gathering demographic information, tracking lead source, assigning lead stage, tracking home buying timeline, gathering home buying preferences, tracking lead behavior, and assigning a lead score, you can effectively segment your leads and prioritize your efforts to convert leads into clients. The possibilities of what you can do with segments in your database are really endless. With LeadBlazer, you can put those possibilities on autopilot. Book a Discovery Call to see how our software can move your business forward.

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