Real estate agent CRM that follows up on every lead
Open house sign-ins are not clients until you follow up
Real estate agent CRM for a real estate agent holds quotes, follow-up and missed-call text back. Real estate agents use it for the jobs that already fill the week. Fifteen names on a clipboard on Sunday, and most of them are just curious. The few. The CRM is free to start. Text-back comes with Ascended, $449 a month.
Puffly keeps every buyer, seller, and open house visitor in one pipeline, and Puff tells you who to call next. Free to start, no card needed.
Where real estate agent leads come from
Open house sign-in sheets
Fifteen names on a clipboard on Sunday, and most of them are just curious. The few who are really looking need a message before the next open house steals them.
Listing portal inquiries
A buyer taps "ask a question" on a listing and usually sends the same note to a few agents. Speed and a real answer about the house win the showing.
Your sphere and past clients
Neighbors, old coworkers, and people you helped two years ago. They call when a cousin or a boss is ready to move, if you stayed in touch.
Sign calls and agent referrals
Someone drives past your yard sign and calls, or an agent in another city needs a local referral. Both are warm, and both go cold quickly.
What slow follow up costs a real estate agent
A buyer who asked about a listing on Friday has often toured with someone else by Sunday. Sellers usually interview more than one agent before they sign a listing agreement, and the agent who follows up after the walkthrough tends to stay in the running. A sphere contact you never checked in on can list with the first agent they run into.
Real estate agent CRM features: quotes, follow-up and missed-call text back
Puffly's pipeline is yours to name. Here is one way a real estate agent could lay it out.
- New inquiryAnyone who filled out a form, signed in at an open house, or called about a listing.
- Buyer or listing consultYou have talked about what they want, their timeline, and whether they are working with anyone else.
- Touring homesShowings are happening for a buyer, or a seller walkthrough is done and pricing is being discussed.
- Offer in or listedAn offer is written, or the home is live on the market and you are waiting on activity.
- Under contract to closedYou are keeping people calm through inspection, appraisal, and closing, then asking for the referral.
Follow up moments worth a reminder
Open house visitor from Sunday who asked about schools and never heard back
"Hi Dana, this is Sam from Sunday's open house on Maple. You asked about the schools nearby. Happy to send a few homes in that zone if you'd like. Want me to?"
Buyer toured three homes last weekend, then went quiet
"Hi Marcus, checking in after last weekend's tours. Did any of them stay on your mind, or should I pull a fresh set that fits better?"
Past client whose closing anniversary is this week
"Happy one year in the house, Priya! If you ever want to know what homes on your street are going for, I'm glad to run the numbers."
Puff, your AI teammate, drafts these messages and lines up who to call next. You approve or edit each draft, even from a phone notification, and you get 10 seconds to cancel before it sends.
The shape of the year
Spring and early summer are usually the busy stretch, with more buyers touring and more sellers wanting to list. Holidays and deep winter run slower, so use those weeks to call past clients and to talk to owners who are thinking about listing in the spring. Keep every open house name in the pipeline through the slow months instead of letting the list go stale.
Missed calls and after-hours calls
Real estate agent work misses calls because the person who would answer is already with a customer. Fifteen names on a clipboard on Sunday, and most of them are. The next caller rarely leaves a voicemail they trust. They phone another real estate agent and book whoever picks up.
Missed-call text back covers that gap. The call still rings your phone first. If you do not pick up, the caller gets one text in your words, with your business name and a reply STOP line, and the missed call is saved as a lead. Consent and quiet hours still apply. If no text goes out, the call says why. It comes with the Ascended plan at $449 a month.
Spring and early summer are usually the busy stretch, with more buyers touring and. That is when an unanswered phone costs the most jobs. An AI receptionist can pick up, take the details and book a time when you allow it. Each call ends as Booked, Message, Transferred or Failed. Text back is the written reply. Many real estate agents use both.
Real estate agent lead follow-up, step by step
Real estate agent lead follow-up is a short sequence, not a pile of reminders. Work the deal in this order, and write the date on it before you leave.
- New inquiryCapture it the day it arrives. Anyone who filled out a form, signed in at an open house, or called. A real estate agent lead that stays in a private text is the one that goes cold by Thursday.
- Buyer or listing consultSend the number with the day you will check back. You have talked about what they want, their timeline, and whether they are working. Put that check on the real estate agent deal so it does not depend on memory.
- Touring homesWhen they say yes, book the date and write what you promised. Showings are happening for a buyer, or a seller walkthrough is done and pricing. The customer should see the same facts you do.
- Offer in or listedDo the work, then say what happens next in one message. An offer is written, or the home is live on the market and you. A short update prevents the call that asks if you forgot them.
- Under contract to closedAfter the job, ask for the review or the next visit while it is fresh. You are keeping people calm through inspection, appraisal, and closing, then asking for the. Then close the loop on the record.
If a real estate agent step sits still, Puff can draft the next message and send it to your phone to approve or edit. Nothing Puff drafts goes out until you say so. The list itself is free to start.
Jobs, seasons and objections for a real estate agent
Treat each source as its own next step. A real estate agent week usually mixes Open house sign-in sheets, Listing portal inquiries, Your sphere and past clients, Sign calls and agent referrals. Write the source on the deal when you create it, along with the customer's words, so Monday's list shows a new ask apart from a repeat customer. Fifteen names on a clipboard on Sunday, and most of them are just curious. The few who are really looking need a. A buyer taps "ask a question" on a listing and usually sends the same note to a few. The point of the list is that those two do not get the same follow-up.
Real estate agent CRM FAQ
Can I bring in my sphere from a spreadsheet?
Yes. Puffly can import from a Google Sheet, so you can load your past clients and contacts and then let Puff point out who has gone the longest without hearing from you.
Will Puff message my buyers without asking me?
No. Puff drafts follow up messages, and by default nothing goes out until you approve it. You keep your own voice with your clients.
Does this replace my MLS or transaction system?
No. Puffly is where your inquiries, contacts, and follow up live. Keep using your MLS and your transaction tools for listings and paperwork.
Puffly for related trades
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