Client Retention Strategies: Proven Methods from a Real Estate CRM Expert

Wes Martin
Posted by Wes Martin
Updated on
Published in Products

Your Client Care Kit: CRM

Begin your journey to transform one-time clients into lifelong fans with our REW CRM. Go beyond just selling, create a community of happy homeowners who trust and rely on you.

REW CRM Leads Dashboard displaying all of your pertinent client contact information.

REW CRM Leads Dashboard displaying all of your pertinent client contact information.

Personalization & Human Touch

In any relationship, real estate or not, a personal touch can transform a transaction into a relationship that endures. REW CRM is designed to capture the essence of personalization, allowing agents to record and recall each client's unique preferences and life events. Whether it's sending a handwritten thank you note after a successful closing or remembering a client's birthday or home purchasing anniversary, these gestures make clients feel valued and not just another sale. By utilizing the detailed client profiles in our CRM, agents can tailor their interactions to resonate personally, fostering loyalty and repeat business.

Our CRM's personalization capabilities can extend to every touchpoint with clients. From the initial consultation to post-sale follow-up, agents can use the information stored in the CRM to make recommendations and provide services that align with the client's individual needs and lifestyle. This level of personalized services not only enhances client satisfaction but also sets the foundation for a long-term business relationship. If it's not abundantly clear, it's about creating client experiences that feel bespoke, attentive, and genuinely focused on the individual.


  • Tailor interactions using detailed client profiles in the CRM.
  • Celebrate milestones like birthdays and anniversaries to show genuine care.
  • Provide personalized recommendations and services that align with client needs.

Tip: Utilize REW CRM to set reminders for follow-up calls or emails, ensuring you're consistently providing a personal touch even when your schedule gets busy.

A personalized email to a client recommending a specific listing that meets their criteria.

A personalized email to a client recommending a specific listing that meets their criteria.

Utilize Technology & Social Media

Our CRM integrates cutting-edge technology that makes an impact on the way real estate professionals interact with their clients. Through our CRM's robust API capabilities, you can seamlessly connect to a suite of digital tools to further elevate your real estate business. Your ability to blend your CRM with other tech tools can be the difference between a lead and a loyal client. Our CRM not only simplifies this integration but also amplifies your social media efforts by providing you the capability of categorizing and nurturing leads from various platforms. By encouraging this strategic use of social media, we ensure that every like, comment, and share is an opportunity for growth, with our CRM at the heart of your digital strategy.

With REW CRM, you can track the effectiveness of various digital campaigns, including the ROI with budget attribution. This helps you track the effectiveness of paid ad campaigns to understand where your leads are coming from and tailor your follow-ups accordingly. This process allows you to make your online presence work smarter for you. By leveraging our CRM's ability to categorize leads from social media and other digital channels, you can be crystal clear about what efforts are working and those that aren't.


  • Seamless digital tool integration with robust CRM API capabilities.
  • Strategic social media use to capture and nurture leads.
  • Categorize leads effectively for targeted follow-up strategies.

Tip: Review both REW Insights and your analytics tools like Google Search Console and Google Analytics to give yourself a robust understanding of your website's performance.

REW Insights providing key website performance information regarding lead communication.

REW Insights providing key website performance information regarding lead communication.

Value-Added Communication

Consistent communication is the heartbeat of client retention, and REW CRM ensures no beat is missed. By scheduling regular check-ins, market updates, and sharing information content, agents can stay on top of mind with clients. Our CRM allows for automating these communications, ensuring each message is timely and relevant. This consistent outreach allows you to provide ongoing value that reinforces the agent's role as a trusted advisor in the real estate industry.

Our CRM also supports the creation of drip campaigns, customizable depending on various client capture forms. Whether it's sharing insights on market trends or tips on home maintenance, these newsletters are a way to demonstrate expertise and thought leadership. With our PPC services, we can also help drive targeted traffic to these valuable content pieces, enhancing the reach and effectiveness of your communication efforts.


  • Automate regular communications for timely, relevant outreach.
  • Share valuable content through drip campaigns like market insights and home maintenance tips.
  • Demonstrate expertise and thought leadership through newsletters.

Tip: Personalize your automated communications by segmenting your CRM contacts based on client interests, how they found your website, past interactions, and more to make every message feel tailor-made.

Leveraging REWpert to help draft a personalized batch of emails to clients regarding Vancouver Island properties.

Leveraging REWpert to help draft a personalized batch of emails to clients regarding Vancouver Island properties.

Feedback & Continuous Improvement

Feedback is the cornerstone of growth, and our CRM makes it easy to gather and act on client insights. By systematically collecting and documenting feedback whether in conversation or elsewhere, agents can identify areas for improvement and celebrate what's working well. This process of continuous improvement is essential for adapting to client's evolving needs and refining the services that you offer.

REW Insights allows agents to delve into feedback data, spotting trends and making informed decisions about their business strategies. By addressing concerns and implementing suggestions, agents show clients that their opinions are valued and taken seriously. This not only improves service quality but also solidifies the client-agent relationship.


  • Systematically collect feedback to identify opportunities for improvement.
  • Analyze feedback data to spot trends and inform business strategies.
  • Implement suggestions to show clients their opinions are valued.

Tip: After addressing feedback, follow up with the client to show them how their input has led to tangible changes, reinforcing their importance to your business.

A dashboard providing key contact details with a specific client in REW CRM.

A dashboard providing key contact details with a specific client in REW CRM.

Incentivize Referrals & Milestones

Referrals are incredibly sought-after in real estate, and our CRM is designed to help agents nurture these valuable connections. By tracking client interactions and history, agents can identify the perfect moments to ask for referrals, offering incentives that are meaningful and appreciated. Celebrating milestones, like those mentioned above, such as celebrating the anniversary of a home purchase, is also a breeze with automated reminders and personalized messages.

In addition to tracking and celebrating milestones, our CRM can help agents create referral programs that reward clients for their loyalty and advocacy - organizing and keeping track of these referrals is quick and easy with REW CRM. These programs not only encourage repeat business but also turn satisfied clients into active promoters of your services. By recognizing and rewarding these acts of loyalty, agents can create a self-sustaining cycle of referral business.


  • Track interactions to identify opportunities for referrals.
  • Automate reminders for milestone celebrations.
  • Create referral programs that reward client loyalty and advocacy with REW CRM.

Tip: Leverage REW CRM to track specific events for personalized touchpoints. For example, after a successful closing, schedule a "home anniversary" message to celebrate their milestone each year, which not only shows care but also keeps you in their thoughts for future real estate needs. Leads/clients must be reminded that you exist, and that you're their ideal partner for future real estate purchases.


Bid farewell to fleeting, unauthentic client interactions. With REW CRM, you're going beyond closing deals, and opening doors to enduring partnerships. Let's nurture connections that last well beyond the sale. Let's begin nurturing connections that will last well beyond the sale.

Client Retention in Real Estate FAQ

What role does consistent communication play in client retention?

Regular, valued added communication keeps agents top-of-mind, establishes them as industry authorities, and reinforces their commitment to serving client needs.

What kind of lead categorization is possible with REW CRM?

REW CRM allows you to categorize leads based on various criteria such as source, score, location preference, and more. This enables you to personalize your approach and prioritize your outreach efforts, ensuring that you're focusing on the leads most likely to convert.

Can REW CRM track client milestones automatically?

Yes, our CRM can automatically track important client milestones such as home purchase anniversaries, birthdays, or the end of a lease. You can set up automated messages to acknowledge these dates, which not only personalizes the client experience but also keeps you engaged with our client base throughout the year.

How does a CRM facilitate better follow-up with leads from different sources?

With our CRM, you can set up automated follow-up sequences tailored to the lead's source, or form filled out. For instance, a lead from a social media ad might receive different follow-up emails or texts compared to someone who signed up through specific forms on your website. This ensures that the follow-up is relevant to the lead's initial interaction with your brand, increasing the chance of conversion.

How does your CRM support agents in managing long-term client relationships?

Our CRM is designed to be a long-term relationship builder. It allows agents to keep detailed records of client preferences, past communications, transaction histories, and personal milestones. With this information at your fingertips, agents can reach out with personalized messages at just the right time, and provide thoughtful gestures that resonate with the client.

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