The Core Records in Your Real Estate CRM.
Most real estate CRMs are built around a few key records: contacts, properties, enquiries, appraisals and listings.
A real estate CRM brings together the main records an agent works with every day.
The most important are usually contacts, properties, enquiries, appraisals and listings.
Contacts.
Contacts are the people in your database.
They may be:
Buyers
Sellers
Past clients
Investors
Landlords
Referrers
Local property owners
A contact record should show who they are, how you know them and any important history.
Properties.
Property records connect people to real estate.
A property may be:
Owned by a contact
Previously sold
Currently listed
Appraised
Enquired about
Purchased through the agency
Keeping these links accurate gives you a much clearer picture of the relationship.
Enquiries.
An enquiry records interest in a property or service.
It may come from:
A property portal
Your website
An open home
A phone call
An email
The important part is what happens after the enquiry arrives.
It should be recorded, followed up and connected to the right contact and property.
Appraisals.
An appraisal record helps track potential future listings.
It should show details such as:
Property
Owner
Appraisal date
Agent
Expected timing
Follow-up
Outcome
An appraisal should not disappear from view simply because the owner is not ready to sell today.
Listings.
A listing record tracks a property that has been brought to market.
It may include:
Vendor details
Listing status
Price
Marketing
Enquiries
Inspections
Offers
Sale result
The listing should also connect back to the people involved.
Why the links matter.
The value of a real estate CRM comes from how these records connect.
A buyer enquiry may become a buyer relationship.
That buyer may own a property.
That property may later become an appraisal.
The appraisal may eventually become a listing.
Keeping those connections accurate helps you see the full history, rather than a collection of separate records.