CasavriaHow to choose a real estate CRM
The best CRM is the one you open every day. Many agents buy powerful software, use a tenth of it and quit. Here is how to choose one you will actually use.
Start with how you work
- Do you work mostly from your phone or your desk?
- Is your business mostly referrals and past clients, or purchased leads?
- Are you solo, or do others need access?
Features that matter most for solo agents
- A clear daily list of who to contact
- Fast note capture after calls and showings
- Reminders for birthdays, home anniversaries and follow-ups
- Deal and deadline tracking
- Easy import of your existing contacts
- Message templates that you can edit
Features to treat with caution
- Heavy automation that sends messages without you: risky for your reputation and for compliance.
- Tools built for call centers if you are one person.
- Long contracts or setup fees.
Pricing: count everything
Look beyond the headline price. Calling, texting, websites and extra users are often add-ons. Casavria is $49 a month or $449 a year with everything included. See our comparisons.
Questions to ask before you buy
- Can I export all my data at any time?
- What happens to my data if I cancel?
- Is there a free trial?
- How do you use AI with my client data, and can I turn it off?
- Is the mobile app a first-class product or an afterthought?
Run a one-week test
Import your real contacts and use it for a week. If you do not want to open it on day four, it is the wrong tool.
Questions
Do I need a CRM if I only have a few clients?
A simple one helps most when you have a few clients, because that is when habits form and your sphere is still small enough to nurture personally.
Casavria is the iPhone CRM that tells you who to call today. See the features or start a free trial.
General information only, not legal, tax or financial advice.