The Role of Post Sales and CRM in the Real Estate Business

Sales   |   Updated on: 10 January 2024

The process of post-sales has emerged as a key ingredient of successful sales efforts in recent years. The primary reason behind this rise is because of three major motivating factors: building trust amongst the customers, increasing sales through referrals, and good word-of-mouth marketing.

And since much of energy, workforce, and monetary resources lies at stake in real estate, it is essential to get the most out of your efforts and deliver a service that is second to none.

This blog will shed light on the core aspects of post sales in real estate and how it can easily be achieved easily through a real estate CRM.

Gain Loyalty by Listening and Answering Customers' Queries

It is important to understand that post-sales in real estate and customer relationship management (CRM) are two different but essential functions in the real estate business. Post-sales refers to the period after a purchase has been made, while CRM is a more holistic view of the customer journey. That said, both post-sales and CRM are crucial for gaining customer loyalty.

In the post-sale service, listening to and answering customers' queries promptly and satisfactorily is important. This helps to build trust and confidence in the company. Additionally, providing good after sales service in real estate will encourage customers to return for future purchases.

With the help of a real estate broker CRM, you can set up automated emails and messages to sustain communication with customers after a purchase. This helps to create a sense of loyalty and connection with the company. Additionally, offering loyalty programs or discounts can further incentivize customers to continue doing business with the company.

  1. Manage Clients' Documents

    Virtual property tours

    As a real estate realtor, you will be required to manage your clients' documents throughout the post sales management. This includes keeping track of any changes or updates to the documents and ensuring that all documents are signed and dated correctly.

    It is important to keep your clients' documents organized and up to date, as this will help to streamline the sales process and avoid any potential problems down the line. An effective way to do this is to create a folder for each client and store all their documents. You can then use a real estate CRM software to keep track of which documents need to be updated and when.

  2. Timely Notifications for Updates & Reminders

    It is important for real estate businesses to have a system in place to keep track of post-sales service. By staying on top of updates and reminders, businesses can ensure that their clients are always well-informed. This, in turn, leads to satisfied customers who are more likely to recommend the business to others.


    Many real estate businesses use a customer relationship management (CRM) system to stay organized. Post Sales CRM systems help businesses keep track of their contacts, deals, and tasks. They can also automate some marketing and sales tasks, such as sending out email newsletters or appointment reminders. Post-sales and CRM systems work together to help businesses run smoothly and efficiently.

  3. Configure Payment Schedules

    Virtual property tours

    Configuring payment schedules is an important part of the post-sales and CRM process in the real estate business. There are a few diverse ways to configure payments, and the method you choose will depend on your specific business needs.

    Whichever method you choose, it is important to keep track of all payments made by your customers. This information can be stored in your CRM system so you can easily reference it later. Additionally, regular communication with your customers about their payment status will help to ensure that everyone is on the same page and avoid any misunderstandings.

  4. Creating a Separate Department for Post-sales

    Virtual property tours

    Earlier on, post sales was mainly responsible for follow-up after the sale was complete. Today, it has evolved into much more than just following up with customers. Post sales in real estate is now responsible for maintaining contact with customers throughout the entire lifecycle of their relationship with the company. This includes everything from providing customer support to handling customer complaints.


    The creation of a separate department for post-sales is a logical step for companies that are serious about providing an excellent customer experience. The department also works closely with other departments within the company, such as marketing and product development, to ensure that the customer experience is a positive one.

    By centralizing all activities related to post-sales, companies can more effectively manage and monitor the quality of their customer service. Additionally, separating post sales from other departments allows companies to better focus on this key area of their business.

In Conclusion

The role of post-sales in the real estate business is crucial to maintaining relationships with clients and generating repeat business. By staying in touch with past clients and keeping them updated on new listings, you can create a loyal network of clients who will continue to use your services for years to come. In addition, using real estate CRM software to track client interactions and manage your pipeline will help you close more deals and increase your earnings.

If you are not already implementing post-sales services and CRM in your real estate business, now is the time to start.


Why are post-sales activities important in real estate?

How does effective post-sales management boost client retention?

What role does a CRM system play in real estate post-sales?

What are the best practices for integrating CRM into real estate operations?

Leave a comment

Your comment has been submitted for approval.
Error : Please fill all the details Properly.

Comments (0)

Be the first one to comment.
Grow Your Business 5X
With Sell.Do
India’s Only Complete, End-to-End Real Estate Solution
Building i Man Arrow Growth
Try Sell.Do
India’s Only Complete,
End-to-End Real Estate Solution
An all-in-one platform for real estate developers, brokers, and channel partners to sell more & grow faster with sales & marketing automation.