BatchBook for Real Estate

Looking for a new home for your contacts? Sign up for a BatchBook account.

Hear what real-life Realtors have to say about how they’re using social media.

The Business of Personal

People like to buy homes from their friends, or their friend’s friends, or their friend’s friend’s friend. This means, as a real estate agent, you have a lot of friends to keep track of!

A Home for Your Contacts

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 top of everything by enabling you to:

• Affiliate records: It’s not only who you know, it’s how you know them. With BatchBook, you can affiliate contact records to one another so you track, for example, that Gina Smith went to school with Kevin Brown, or that Dan Johnson is Lisa McDonald’s ex-husband’s boss.
• Track leads: Want to keep track of the contacts you met at your most recent open house? Tag them with the date or street address (or both!) and keep them all together. Send them updates if the price changes or a similar property comes on the market.
• Customize your data: Need to know which customers want central air? Who’s having twins and when? Use SuperTags to create fields for the information you need to track for the way you do business.
• Manage To-Dos: Attach To-Dos to specific clients so you know when and how to follow up.
• Generate custom reports: Create reports based on your SuperTag information

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 and automatically logging it in BatchBook, 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.

An account customized for real estate

When you sign up for a BatchBook for Real Estate account, you don’t just get a simple, customizable CRM—you get a powerful pre-built contact database. By working with realtors, we’ve created a set of real estate-specific SuperTags that will help you track the information you need to get your job done. And you can further customize your SuperTag set (adding, deleting, editing) depending on your unique needs.

For contacts tagged:	Collect this additional information:
client	Property, Date of Purchase, Price, Area, Type of Buyer, Spouse, Children, Pets
agent	Service Area, Sales Type
birthday	Date, Remember To
potential client	We Met At, When We Met
contractor	Trade, Area of Service
inspector	Type
mortgage broker	Geographical Area, Sales Type
property	Date on Market, Price, Number of Bedrooms, Number of Bathrooms, Square Footage, Type of Home, Acreage, MLS, Property Features, Description

How to get the data

Once you’ve signed up for a BatchBook account, you can add the Real Estate SuperTags by visiting the new SuperTag Library on the Tags & SuperTags page. Here, you can add all of the Real Estate SuperTags, just some of them, or any other SuperTags for other industries. We highly recommend the Feed Reader SuperTag!

Read more About the Real Estate SuperTags to see detailed information about the SuperTags (such as field types and multiple choice options).

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