Real estate CRM cleanup is one of the best time investments and agent can make. A messy CRM is more than just annoying—it’s a leak in your business pipeline. If your contact database is cluttered with outdated info, duplicate entries, or unorganized leads, you’re likely missing opportunities.
With summer in full swing, now’s the perfect time to give your real estate CRM a cleanup and refresh. This 5-step guide will help you clean house and set up smarter systems that save you time (and close more deals).
Declutter Your CRM Contacts
For the first step of your real estate CRM cleanup, start by removing contacts that are no longer relevant—duplicate entries, old phone numbers, bounced emails, and anyone who clearly isn’t a viable lead.
Set criteria for “inactive” or “cold” leads, and either re-engage them with a drip campaign or archive them. Cleaning your contact list will make your CRM faster, easier to use, and more focused.
Reorganize Your CRM Tags, Notes, and Pipelines
A powerful real estate CRM isn’t just a spreadsheet of names. It’s a smart tool that helps you take action. In the process of your real estate CRM cleanup, reassess your tags and lead stages to make sure they reflect how you work now.
If your tags are inconsistent (think: “buyer,” “buyer lead,” “active buyer”), standardize them. Clean up your notes and ensure key insights aren’t buried. Set up (or refine) lead pipelines to match your current process.
Automate Smarter Follow-Up
Once your CRM is clean and organized, it’s time to set up smart automations. Create follow-up workflows for different contact types—new leads, cold leads, past clients, etc.
Schedule regular check-ins, seasonal updates, or educational content. Automation doesn’t have to feel impersonal; it just keeps you consistently top-of-mind.
If you want to automate more, read this! Burned Out? 3 Real Estate Automations to Reclaim 10+ Hours Weekly | Ollin One
Real Estate CRM Cleanup to Work Smarter, Not Harder
A streamlined CRM is the foundation of your client communication, lead tracking, and conversion strategy. This summer, take the time to do a full real estate CRM cleanup and build a system that actually supports the way you do business. You’ll close more deals with less stress—and spend more time focusing on what matters.
Need help setting up automated systems and better workflows? Ollin One is built to make real estate business management simple, strategic, and seamless.
