Learn how Real Estate Professionals use Batchbook to increase sales.

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REALTOR®
Case Study

Cross-country business partners Jerry Shea and Jason Barone are running a single-agent real estate business from opposite coasts and different time zones.

See how they leverage technology to help successfully grow their business even in one of the most challenging real estate markets in history.

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The Business of Personal

Managing your contact list, following up with leads, tracking email conversations, and planning open houses are all part of a busy real estate agent’s day. Batchbook CRM can help you stay on track  by enabling you to:

  • Affiliate records: It’s not only who you know, it’s how you know them.
  • Track leads: Keep tabs on who's in the market to buy or sell.
  • Customize your data: Use SuperTags to create custom fields for all the info you need to track.
  • Manage To-Dos: Attach To-Dos to specific clients so you know when and how to follow up.
  • Generate custom reports: Easily create lists and reports from your data.

Location, Location, Location

Real estate agents are many things, but a desk jockey is not one of them. Whether it’s checking your contact list, sending an email from your cell phone, or mapping a potential client’s address while on the road, Batchbook is as mobile as you are. And it’s easy to use so that you can concentrate on what you do best: finding people their new homes.

Resources for Real Estate Professionals

Real Estate Blue Paper
Using social marketing tools for the real estate industry - a great resource for getting started with social media.
Real Estate Video
Hear what real-life real estate professionals have to say about how they’re using social media.
Custom Fields for Real Estate
See how to easily set up your account using pre-formatted real estate tags from our SuperTag library.
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