How to Set Up CRM Automation for Real Estate Investors

Introduction

CRM automation is the engine that drives consistent follow-up and lead nurturing in real estate. If you are manually calling, texting, and emailing every lead, you are leaving deals on the table.

In this article, we’ll walk through the best automations you can set up inside your real estate CRM to save time and close more deals.

What Is CRM Automation?

CRM automation refers to any action that is triggered inside your CRM based on a lead’s activity or a change in their status. It removes manual work and ensures leads get timely communication. Using a checklist like this can be immensely helpful.

High-Impact Automations to Set Up

1. New Lead Follow-Up

Trigger: A new lead enters the system
Action: Send instant SMS and email reply, assign to rep, set follow-up reminder

This makes sure no lead sits untouched. It also helps improve your speed to lead.

2. Missed Call Recovery

Trigger: Inbound call missed
Action: Auto-SMS apology with call-back link and assign task to rep

This captures leads even when your team cannot answer in real time.

3. Cold Lead Nurture

Trigger: Lead marked as follow-up or cold
Action: Enroll in a 30-day drip campaign (text, email, RVM, or direct mail)

Stay top of mind for sellers who were not ready the first time around.

4. Offer Re-engagement

Trigger: Offer made but no reply after 3 days
Action: Send a friendly follow-up SMS and schedule a task to call again

This keeps your offer at the top of the seller’s inbox.

5. Contract Signed Notification

Trigger: Lead stage changes to under contract
Action: Notify the dispo manager or transaction coordinator immediately

It helps your backend team prepare for closing without delay.

Building Automations in REsimpli

REsimpli includes a no-code workflow builder that lets you:

• Trigger campaigns based on tag or stage
  
• Create SMS, email, and direct mail sequences
  
• Assign tasks or notify team members
  
• Build different workflows for different lead types

No coding, no outside integrations needed.

Conclusion

The best real estate investors do not follow up manually. They use automation to make sure every lead is touched consistently, at the right time, and with the right message.

Set up these five automations to save hours every week and convert leads that others forget.