Choose which type of triggers you want
For example, a potential buyer saves a property or their status is updated.
Add any optional criteria to these triggers
For example, only real estate leads in the pond or those from a specific source.
Assign the action and let automations do the work
For example, change a lead’s status or send automated follow-up emails using an Action Plan.
Get More Done
A CRM and Marketing Automation System
Improve lead generation and conversion, surface new opportunities and never forget a task again. Our real estate marketing automation crm tools are designed to help you make the most of your CRM software.
Real Estate Lead Management: Welcome to Leads Central
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Always remember an important date
Keep up with all your leads’ birthdays, anniversaries, and other notable dates – no matter how big your database gets. Our real estate marketing automation crm will make sure of that.
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Switch up an Action Plan
The moment you update a lead’s status from New to Active, you can automatically have their assigned Action Plan update with them.
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Make your listing alerts work harder
Whenever a new lead clicks on a certain number of consecutive alerts, you can use automations to create a note on the lead’s detail page informing you of the opportunity.
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Be the first to know when a lead returns
Anytime a lead or past client returns to your landing page after a specified number of days away, automatically assign a task or notification so you can leverage this opportunity.
Streamline Your Workflow with Automations
Simple controls give you complete control. Automations use “if-then” logic, which allows you to say “if this happens, then do this action.” This helps the creation of sophisticated marketing campaigns without added work. Want to build a basic automation that creates a new task? No problem.
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Create basic automations for new tasks
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Design granular campaigns targeting leads from specific sources, like those who are interested in open houses or from particular ZIP codes
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Tailor your marketing strategy to get exactly what you want – helping your real estate team accomplish more
Advanced Alerts with Automated Triggers
Opportunities with automations are endless, even when you need something more complex. It’s like having an extra agent working for you. Possibilities include:
Automation to Action
Simplify lead follow-up and lead management by incorporating Action Plans into your real estate automations.
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Set triggers to send out SMS or email marketing campaigns
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Personalize messages based on specific behaviors or actions taken by leads
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Maximize each Action Plan’s effectiveness by automatically assigning them to the right lead at the right time
Personalized Communication at Scale
Build stronger relationships with your client base through personalized, timely communication.
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Create drip campaigns to nurture leads over time
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Use email templates to maintain
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Implement automated follow-ups to ensure no leads fall through the cracks
Data-Driven Decision Making
Our real estate automation software provides valuable insights to help you make informed decisions.
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Access custom reports and analytics to track your marketing performance
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Use predictive analytics to identify trends and opportunities in your market
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Make data-driven decisions to optimize your marketing strategy and improve ROI
TRUSTED BY TOP TEAMS AND BROKERS NATIONWIDE
Customer Success Stories
See what our customers have to say.
Frequently Asked Questions
What is real estate marketing automation and how can it help my team?
Real estate marketing automation uses technology to streamline repetitive tasks, personalize communication and manage leads efficiently. By setting triggers, actions and criteria, your team can automatically engage leads at the right time with the right messaging. This helps your agents stay organized, nurture leads consistently and convert more opportunities without extra manual work.
How do Sierra’s automation triggers work?
Sierra’s automations use simple “if-then” logic. For example, you can trigger an action when a lead saves a property, updates their status or meets specific criteria like location or lead source. Once the trigger occurs, the system can automatically assign an Action Plan, send an email or SMS or create a task for follow-up. This ensures no lead falls through the cracks and every opportunity is leveraged.
Can I customize automations for different types of leads?
Yes! Sierra allows you to create granular, personalized automations based on lead behavior, source, location or other criteria. For example, you can tailor campaigns for leads interested in open houses, specific ZIP codes or past clients returning to your site. Customization ensures your messaging is relevant and timely, increasing the likelihood of conversion.
What are Action Plans and how do they work with automations?
Action Plans are sequences of automated follow-ups that include emails, texts, ringless voicemails and phone call tasks. When integrated with automations, they allow your team to nurture leads efficiently. For example, updating a lead’s status can automatically adjust their Action Plan, ensuring the right messages reach them at the right time, without requiring manual oversight.
How can marketing automation help with lead nurturing?
Marketing automation helps you build stronger relationships by sending personalized and timely communication at scale. You can create drip campaigns, schedule follow-ups and maintain consistent engagement with prospects. This ensures leads stay warm and informed, increasing the chances they convert when ready to buy or sell.
Can I track the performance of my marketing campaigns with Sierra?
Absolutely. Sierra’s platform provides data-driven insights, including custom reports and analytics to track your marketing performance. You can monitor open rates, click-throughs, lead activity and predictive trends. This allows you to make informed decisions, optimize campaigns and maximize ROI on your marketing efforts.
How does Sierra help with lead management and workflow efficiency?
Sierra centralizes your lead management by integrating CRM and automation tools. You can assign tasks, set alerts for returning leads, update lead statuses automatically and streamline follow-ups. Automations free up time for agents to focus on high-value activities while ensuring every lead is properly nurtured and managed.
Can Sierra automate communication across multiple channels?
Yes. Sierra’s marketing automation supports multiple communication channels, including email, SMS and ringless voicemail. Automations can trigger messages based on lead behavior, such as interacting with property alerts or returning to your website. This multi-channel approach increases engagement and ensures leads receive timely, relevant messages wherever they are.
How do I start using automation with Sierra?
Getting started is easy. Identify your lead sources, define the desired triggers and actions, and assign Action Plans to manage follow-ups automatically. Sierra provides intuitive controls, pre-built templates and support resources to help your team implement automations without extra technical complexity.
What makes Sierra’s marketing automation unique for real estate teams?
Sierra’s automation is specifically built for real estate, combining CRM, Action Plans and real estate-specific triggers into a single platform. Unlike generic marketing tools, Sierra helps teams nurture leads, track agent activity and generate insights tailored to the real estate market. This ensures your team can operate at peak performance and scale efficiently.
