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Your assessment starts here
Section One

Prospecting and new business

1
Your contact records are rich with accurate information, making it easy to access useful information.
More info
You’ve carefully defined what information is most important to hold about your current and future customers. Your team has a strong culture of consistently adding to and updating the information you hold about people, as well as your conversations and correspondence with them
Strongly Disagree
Neutral
Strongly Agree
2
The data in your CRM right now is a reflection of your current local market.
More info
You regularly audit and update your CRM to ensure the information stored within it is accurate and up to date with information from data providers, everything your staff are doing as well as the business your competitors are generating.
Strongly Disagree
Neutral
Strongly Agree
3
All of the communications that come out of your agency are valuable and relevant to the person or group of people receiving them.
More info
The people who receive communications from your agency feel, as much as possible, as though you’re communicating with them as an individual. Communications are targeted to specific recipients based on their interests or situation.
Strongly Disagree
Neutral
Strongly Agree
4
Your whole office consistently communicates with the contacts in your database to deliver a great customer experience.
More info
Your staff use regular, consistent follow-ups to show prospects the level of service they can expect when working with your agency.
Strongly Disagree
Neutral
Strongly Agree
5
We approach prospecting strategically, segmenting data to find new opportunities rather than relying on ‘spray and pray’ marketing methods (like cold calls) alone.
More info
You segment and analyse the information inside your database to pinpoint contacts that match specific criteria – for example, contacts within a particular demographic, or who are warm sellers, or who haven’t been contacted by your agency for three months.
Strongly Disagree
Neutral
Strongly Agree
6
Your CRM gives agents the tools to focus on their hyper-local market or property type with little manual effort.
More info
Staff use your CRM to track their performance within a specific farm area or type of property within an area. Using this insight, agents are able to target their efforts in a considered way to strategically grow their market share.
Strongly Disagree
Neutral
Strongly Agree
7
Your CRM automates a number of tedious tasks, freeing up agents for more dollar-productive prospecting activities.
More info
Agents use your CRM to streamline large, time-consuming tasks as well as small, regular tasks to increase their productivity and capability.
Strongly Disagree
Neutral
Strongly Agree
8
Your staff are able to work wherever they need to, whether that’s from a cafe, on the road, or while waiting for buyers to arrive for a viewing.
More info
Your CRM doesn’t restrict your staff to working only from the office or require any double data entry. Agents are able to use, input and make changes to the data inside your CRM from their mobile phone or tablet.
Strongly Disagree
Neutral
Strongly Agree
You're almost half way. Scroll down for more questions.
Section Two

Getting listings prepared, marketed and sold

1
Your agents build complete buyer profiles in your database
More info
You could open the contact record for any potential buyer within your CRM and quickly understand what their budget and requirements are.
Strongly Disagree
Neutral
Strongly Agree
2
Staff use your CRM to identify and contact potential qualified buyers for a listing.
More info
Your database is your most powerful marketing tool. Where possible, agents use the CRM to proactively find buyers whose specifications and price requirements match the property they have just listed.
Strongly Disagree
Neutral
Strongly Agree
3
All staff adhere to your office’s listing management workflow, policy or guidelines to ensure new listings are publicly accessible as quickly as possible.
More info
Staff are able to quickly generate marketing collateral within your CRM to get buyer eyes on a property with minimal delay.
Strongly Disagree
Neutral
Strongly Agree
4
Your CRM gives your staff the option to create custom listing campaigns with ease.
More info
When it comes to marketing a property, your CRM supports agents to tailor their method of sale depending on the property’s specifications, seller requirements or state of the market.
Strongly Disagree
Neutral
Strongly Agree
5
Your CRM enables your agents to consistently keep sellers in the loop and easily demonstrate the work being done to sell their property.
More info
In your office, there is a shared understanding that great customer service means keeping sellers informed, every step of the way. Staff tap into your CRM’s functionality to regularly inform sellers of sales progression, provide buyer feedback and update them on agent activity for the duration of the sale.
Strongly Disagree
Neutral
Strongly Agree
6
Staff see your agency’s CRM as a tool for seller education.
More info
Your CRM supports your staff to have difficult conversations about pricing by surfacing key data points around enquiry level, buyer feedback and more. Agents use this data to educate sellers on the current state of the market and how this impacts the sale of their property.
Strongly Disagree
Neutral
Strongly Agree
7
Agents use the CRM to measure campaign effectiveness.
More info
Your staff have the tools to measure campaign performance throughout the sale and can identify any potential issues ahead of time.
Strongly Disagree
Neutral
Strongly Agree
Great. Almost there!
Section Three

Admin support, operational and financial process

1
Staff can manage the whole of the contract and settlement process from the CRM.
More info
There is a standard agency-wide process in place for managing contracts and settlements. Everything within that process can be done from within your agency’s CRM, without needing to use multiple, single-function systems.
Strongly Disagree
Neutral
Strongly Agree
2
You use your CRM to help manage your agency’s cashflow.
More info
Your CRM provides you with a comprehensive understanding of your agency’s position for reporting and forecasting. When you need to make a financial decision, you tap into your CRM
Strongly Disagree
Neutral
Strongly Agree
3
Admin use your CRM system to amplify agents’ capacity.
More info
Your agency uses automation and bulk action functionality to scale agents. Admin staff are able to action tasks on behalf of agents, freeing up agent time for more dollar productive activities. For the same reason, staff holidays, absences and exits don’t put the brakes on getting work done.
Strongly Disagree
Neutral
Strongly Agree
4
Your CRM accurately reflects all listings currently being managed by your agency.
More info
All of the listing details recorded inside your CRM are identical to the details recorded on the portals and your agency website.
Strongly Disagree
Neutral
Strongly Agree
Almost there. This is the final section.
Section Four

Business monitoring, scaling and performance

1
Everyone knows how to use your agency’s CRM.
More info
Even if admin staff are the main CRM users in your office, agents know how to find the information they need and complete simple tasks within your CRM system.
Strongly Disagree
Neutral
Strongly Agree
2
You have customised your CRM to fit your business.
More info
CRM is not ‘one size fits all’. You understand the importance of fitting your CRM to the way you do business, rather than the other way around, and the templates, workflows etc within your system have been customised for your agency’s brand.
Strongly Disagree
Neutral
Strongly Agree
3
Your CRM supports you, as a business owner, to stay on top of your agent’s performance and identify opportunities for improvement.
More info
Through your CRM, you are easily able to access key data points that give you a clear picture of an individual agent’s conversion ratios, the number of current and potential opportunities, as well as the number of calls they’ve made, emails sent and inspections conducted. You are able to use the insights from your CRM to make informed business decisions.
Strongly Disagree
Neutral
Strongly Agree
4
Managers within your business control ownership of, and access to, the data within your CRM.
More info
Your CRM allows you, or those employed by you, to grant and restrict access to particular data to employees based on their role.
Strongly Disagree
Neutral
Strongly Agree
5
Your CRM helps you to set and enforce standards for data collection and entry.
More info
You have processes in place to ensure everyone in your agency is consistently entering data in the same way. The records in your database are clean and up-to-date, and are an accurate reflection of the work being done by your staff.
Strongly Disagree
Neutral
Strongly Agree
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