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CRM & Lead Conversion

Your one-stop resource for CRM best practices and follow up tips and tricks to convert more leads into closed deals.

When Speed-to-Lead Matters

Improve your speed-to-lead with flexible lead routing rules, auto-responders, alerts and more. All lead activity on the website is captured, including property searches, thanks to tight IDX integration with your MLS feeds.

Focus on Leads That Are Ready

Quickly identify which leads need action now and which leads can be nurtured with drip campaigns and action plans until they’re ready to buy or sell. Use lead ponds to give agents additional opportunities.

All Your Leads in One Place

Flow your leads in from almost any lead source. Customize routing and follow-up plans based on source and track ROI on your lead gen efforts to make your marketing dollars work for you.

Create a Complete Lead Conversion System

  • Use the integrated dialer to call or text your leads immediately, or include call tasks and mass texting in your action plans for lead nurturing. Also features ringless voicemail drops and group texting.
  • Use tags, automations and action plans to move your leads through the funnel with minimum effort.
  • Agents know exactly what to do with whom and when with the lead activity dashboard.
  • Take your CRM with you – use the mobile app to stay in touch on the go.

Explore

Tips for Your CRM and Lead Conversion Platform Strategies

Whether it’s CRM best practices, case studies on our customers’ success converting leads or tips from the latest CRM mastermind, check out our roundup of CRM and lead conversion platform topics.

Video

The Novak Team: Learn how Sierra’s CRM and mobile app helps a busy top producer achieve a better work-life integration

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Case Study

Chubb Homes Team: Read about how Jeffrey Chubb is using AE to optimize lead follow up.

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Case Study

Crestpoint Real Estate: Learn how Patrick Keller and his team boosted revenue and improved agent workflow by using Sierra’s CRM for follow up.

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Video

Identifying Intent and Knowing When Your Leads are Raising Their Hands: A Mastermind conversation featuring Greg Dallaire of Dallaire Realty.

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Blog

6 Effective Techniques for Real Estate Follow Up: There are many ways to follow up with your leads, but which are most effective?

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Blog

10 Tips for Success Using Real Estate Drip Campaigns: Stay top of mind and offer high-value information to your leads using drip campaigns.

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Blog

How to Manage Your Real Estate Leads: Learn the simple six-step process for managing your real estate leads.

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Blog

Why Having a Real Estate CRM is Important: Think having a real estate CRM isn’t that important? Think again.

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Blog

Using CRM Automation to Boost Real Estate Lead Conversion: Using automations effectively in your CRM can be a difference-maker.

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Blog

Find Gold Already in Your Database: Your paycheck is in your database already — find the gold buried in it.

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Video

Lead Gen in a Shifting Marketing: Operating your business in a market downturn can be challenging, but it also presents an opportunity to up-level your lead gen and conversion strategies.

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Blog

Don’t Delay Your Decision Your CRM Decision: If you’ve been on the fence about changing your CRM, there’s no time like the present to make the move.

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Blog

Prospecting Methods in Real Estate: Maximizing Success with Effective Outreach

A CRM with a Best-in-Class Integration to IDX Data

Sierra’s real estate lead-conversion-driven CRM is fully integrated with a front-end IDX website. That means you can see each lead’s activity on your website, including property searches, right in your CRM, so you gain unparalleled insight into your leads’ activities and can follow up with the ones who are most ready to buy or sell in the near future. Beautiful, user-friendly and proven to help real estate teams rank in search organically, Sierra’s websites are part of a powerful combination for real estate teams.

Real Estate Websites