Being an estate agent can feel like a constant juggling act—managing client needs, keeping up with market demands, and still trying to have some work-life balance. The fast-paced nature of the job often leaves little time for what really matters: building strong relationships with clients. That’s why more and more agencies are turning to automation. It’s a simple way to handle time-consuming tasks so agents can focus on what they do best.
By 2035, an estimated 35 to 50 percent of job tasks can be either enhanced or automated. This means more productivity, lower costs, and happier clients. An estate agency CRM like Rex is designed to make this process easier. From sending follow-up texts to buyers to sending “anniversary” emails to past clients, automation helps keep those important connections alive. Plus, with Zapier integrations, you can set up automated lead responses and “Just Sold” announcements to boost customer service and grow lasting relationships.
Here’s how automation makes life easier for estate agents.
Instant, personal messaging
Texting is now a game-changer. Automated SMS makes it easier to stay in touch with clients in real-time. Statistics show that text messages have an open rate of around 98%, making them a highly effective estate agent communication tool. With automation, you can send instant updates on property listings or market changes, while buyers get the info they need without waiting for emails or calls. This eliminates the need for manual follow-ups, keeps deals moving faster and clients feeling informed.
Stay ahead with predictive alerts
Picture this: you’re notified the moment a property hits the market that perfectly matches your client’s preferences—without them even asking. Predictive analytics empower you to anticipate market trends and identify potential buyers and sellers, enabling smarter, more strategic business decisions. With automation, you can easily set up alerts based on specific criteria like price or location, keeping you one step ahead.
These predictive alerts save you valuable time by eliminating the need to manually search for matching properties. Instead, the system works seamlessly in the background, instantly notifying you when a property meets your client’s needs.
Paperwork done in minutes
Nobody enjoys paperwork, but tools like DocuSign make it hassle-free, drastically reducing the time spent on printing, scanning, and physically signing documents. If you need a client to sign a document, send it online, and they can sign from their phone or computer. Transactions are completed up to 70% faster, giving you more time to focus on closing deals.
Automated document management systems can handle tasks like contract creation and digital signatures, reducing errors and speeding up transactions.
Everything in one place
Keeping track of every client interaction can be overwhelming, but an all-in-one CRM like Rex simplifies this process. Every text, email, and call is stored in one location, reducing the time spent searching for emails, call logs, or notes. It also ensures that you never miss follow-ups or key details, and save hours of admin work.
Still wondering if a CRM is right for you? Here are some of the benefits of having an estate agency CRM.
Smart email marketing
Keeping in touch with past clients is super important for building long-term relationships, and automation makes it a breeze. With tools like ActivePipe, you can send personalised, professional emails that hit the right inbox at just the right time. It’s an easy way to stay on your clients’ radar without lifting a finger. Just set up a drip campaign, and it’ll automatically send out emails over weeks or months to keep your prospects engaged—no extra work needed.
Better sales forecasting
Automation isn’t just about saving time; it’s about working smarter. By combining data from your CRM and email campaigns, you can spot trends and make better decisions. For example, if a client keeps opening your emails or clicking links, it’s a sign they’re interested. You can focus on closing that deal instead of chasing cold leads. This way, you spend less time on admin tasks and more time on what really matters—closing deals.
Ultimately, automation allows you to do more in less time while maintaining quality and personalisation in your work. It shifts your focus from operational tasks to the core aspects of your job: connecting with clients, closing deals, and growing your business. Ready to automate? Book a free demo today and see how we can help.
