CRM & Marketing Hub

Manage Clients, Track Leads, and Grow Your Business

Your All-in-One Hub for Client Management & Targeted Marketing

RealtyPoint’s CRM & Marketing Hub is designed to simplify and supercharge the way real estate professionals manage clients and run marketing campaigns. From organizing client contacts to tracking interactions and leads, this powerful tool gives you everything you need to build and maintain valuable client relationships.

With integrated marketing tools, you can create targeted campaigns that reach the right audience at the right time, helping you stay top-of-mind with both new leads and loyal clients. Tailored specifically for real estate professionals in vacation and investment markets, RealtyPoint’s CRM & Marketing Hub gives you an edge to grow your client base, increase engagement, and close more deals.

Comprehensive Contact Management

Organize and segment client details, property preferences, and interaction history in one place.

Lead Tracking & Nurturing

Capture new leads, set follow-up reminders, and prioritize high-potential clients with ease.

Communication History

Track every touchpoint—from emails and phone calls to property tours—ensuring you stay in sync with each client’s journey.

Automated Follow-Ups

Set automatic reminders and follow-up sequences, so you never miss an opportunity to engage.

Client Notes & Custom Tags

Add personalized notes and tags to keep each client’s unique needs and preferences front and center.

Collaboration Tools

Share client insights, notes, and updates with team members for seamless collaboration.

Track, Engage, and Grow Your Client Relationships

SMART CLIENT MANAGEMENT

RealtyPoint’s CRM capabilities offer a powerful, easy-to-use suite of tools that real estate professionals need to manage client relationships effectively. From tracking every interaction to maintaining insightful notes and seamless follow-ups, these capabilities keep you organized, informed, and prepared to deliver an exceptional client experience.

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Organized Contact Profiles
Comprehensive client profiles with contact details, preferences, and property interests.

Client Interaction Records
Easily track emails, calls, and showings with complete records, keeping you in sync.

Lead Prioritization
Identify and prioritize high-value leads to focus your efforts where they matter most.

Smart Follow-Up Scheduling
Automate reminders and follow-up prompts, ensuring client engagement is maximized.

Customizable Client Tags
Add custom tags to each client profile for quick sorting and personalized outreach.

Team Collaboration
Share insights, notes, and updates with your team for aligned client management and communication.

Gain Clear Insights, Maximize Engagement

Analytics & Performance Tracking

RealtyPoint’s CRM & Marketing Hub provides advanced tools to empower your business strategy with actionable data. With detailed insights into lead behavior, engagement metrics, and marketing impact, you can fine-tune your outreach, boost conversion rates, and prioritize high-potential clients.

Understand which campaigns resonate and what drives client engagement. RealtyPoint’s analytics offer a real-time view of your marketing efforts, enabling you to see open rates, clicks, and response times. You can easily generate custom reports that reveal key trends, making it simple to adjust your approach.

This suite of tracking tools gives you the data you need to focus your efforts on the strategies that work, build stronger relationships, and achieve measurable growth.

Seamlessly Connect to RealtyPoint Tools

RealtyPoint’s CRM & Marketing Hub integrates with the suite of RealtyPoint features, creating a unified experience that enhances productivity and supports every stage of client engagement. From linking your CRM directly to property data for more personalized outreach to connecting with your website, marketing tools, and AI features, each feature works together to streamline your workflow and maximize impact.

Whether you’re managing leads, building your brand, or tracking client interactions, RealtyPoint provides an interconnected platform that grows with your business and adapts to your needs.

NURTURE CLIENT RELATIONSHIPS & REACH YOUR AUDIENCE