Table of Contents
- TL;DR
- Key Takeaways
- Introduction
- Why Most Agents Struggle With Follow-Up
- What a Real CRM Should Do For You
- Top 3 CRMs for Real Estate Agents
- How to Automate Follow-Up Without Sounding Like a Robot
- Link Up Your Systems: Drip Campaigns, Lead Gen, and Follow-Up
- Fun Fact & Expert Insight
- FAQ
- Conclusion
- Ready-to-set-up-a-CRM-That-Works-For-You
TL;DR
You don’t need 100 new leads, you need to follow up with the ones you already have. A great CRM makes that happen automatically. This blog breaks down the top 3 CRMs for real estate agents selling 10+ homes per year and shows how to automate without losing that personal touch.
Key Takeaways
- Most follow-up failures come from lack of automation—not lack of motivation.
- CRMs like Follow Up Boss, Lofty, and LionDesk offer top-tier solutions.
- Automation doesn’t mean impersonal—it means consistent.
- Connecting your CRM with lead gen and email/text campaigns unlocks exponential results.
Introduction
Let’s be honest: agents don’t fail from a lack of hustle. They fail from dropping the ball on follow-up. That means forgetting who called, missing key dates, or never circling back after a showing. Sound familiar?
If you’re selling 10+ homes a year but feel like you’re leaving deals on the table, it’s time to get real about your systems. This blog breaks down the top 3 CRMs built for busy agents, and how to automate your follow-up so no lead gets left behind.
Why Most Agents Struggle With Follow-Up
You don’t forget to follow up because you’re lazy. You forget because your brain isn’t a spreadsheet, and your sticky notes aren’t scalable.
The problem? Most agents rely on memory, manual reminders, or outdated CRMs that look like they were built in 2003.
Without automation, you:
- Lose track of leads
- Miss follow-up windows
- Waste money on lead gen with no ROI
You don’t need more hours in the day. You need smarter tools.
What a Real CRM Should Do For You
A CRM isn’t just a digital Rolodex. It’s your command center. The right one will:
- Auto-tag new leads by source (Zillow, FB Ads, referrals)
- Trigger smart drip campaigns (emails + texts)
- Remind you when to call, check-in, or send that “just thinking of you” message
- Let you see every conversation in one place
Your CRM should feel like a part-time assistant who never forgets, never sleeps, and doesn’t ask for commission.
Top 3 CRMs for Real Estate Agents
Follow Up Boss
Why it’s a favorite: Simplicity. Clean interface. Lightning-fast speed. Follow Up Boss is designed specifically for real estate pros.
Key Features:
- Instant lead routing
- Built-in calling + texting
- Email templates + action plans
- Seamless integrations with Zillow, Realtor.com, and lead gen systems
Best For: Teams or solo agents who want power without the learning curve.
Lofty
Why it stands out: Combines CRM, IDX websites, and AI chat features in one platform. Slick automation engine.
Key Features:
- Lead scoring
- AI texting bot
- IDX-integrated websites
- Smart campaigns
Best For: Agents who want all-in-one marketing + CRM.
LionDesk
Why it works: Affordable, flexible, and full of features without overcomplicating.
Key Features:
- Text + video messaging
- Custom drip campaigns
- Power dialer add-on
- CRM + transaction management
Best For: Budget-conscious agents scaling up follow-up efforts.
How to Automate Follow-Up Without Sounding Like a Robot
Automation should sound like you—just on your best day.
Tips:
- Use your voice in emails. Write like you talk.
- Start campaigns with video or voice notes.
- Personalize with merge tags (“Hey Sarah, just wanted to check in on your search for a 3-bedroom in Gilbert”)
- Test and tweak until it feels right
Automation isn’t cheating, it’s serving your leads better.
Link Up Your Systems: Drip Campaigns, Lead Gen, and Follow-Up
Your CRM should be the hub, but it needs spokes:
- Lead Gen System: [ex: BetterTogetherAgents.com/leadgen]
- Drip Campaign Guide: [ex: BetterTogetherAgents.com/drip-guide]
- Demo Scheduler (CRM Setup Call): [ex: BetterTogetherAgents.com/schedule-call]
When these are connected, your pipeline becomes a flywheel. Leads go in. Automation moves them forward. Closings come out.
Fun Fact & Expert Insight
Fun Fact: The average lead requires 6-8 touches before they convert. Most agents stop at 2.
Expert Insight: A study by NAR found that agents who used CRMs with built-in automation closed 26% more transactions annually.
FAQ
How do I choose the right CRM?
Look for one that matches your style. If you’re techy and have lots of different lead sources, Follow Up Boss is great. If you want simple, go with Lofty.
Will automation make me sound robotic?
Not if you customize it. Use voice memos, first names, and conversational copy.
What’s the best way to start automating?
Begin with your top 3 follow-up tasks (new leads, past clients, birthdays) and build a simple campaign for each.
Can I automate texts and emails?
Yes—just make sure you’re TCPA compliant. All the CRMs listed support text + email sequences.
What if I already have a CRM?
Audit it. If it’s not helping you follow up faster and more effectively, it’s time to upgrade.
Conclusion
You’ve got the hustle. Now it’s time to back it up with systems.
The right CRM isn’t a luxury, it’s leverage. It lets you focus on relationships while the tech handles reminders, follow-ups, and nurturing.
Don’t let another lead fall through the cracks. You’ve worked too hard to build that pipeline.
Ready to set up a CRM that finally works for you?
Book your free CRM setup call now and let’s build a system that closes deals while you sleep.
Better Together Agents 
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