7 Surprising Things People Didn’t Know that Keap Can Do for Real Estate

If you’re in the real estate industry, you’re probably always looking for ways to improve your workflow and increase your productivity. Enter Keap, a powerful CRM and marketing automation platform that can help you streamline your business and close more deals. But Keap is much more than just a CRM – there are many features and capabilities that even long-time users might not be aware of. Here are ten things people didn’t know that Keap can do for real estate.

Attention real estate professionals

Are you tired of juggling multiple tools to manage your leads, contacts, and marketing campaigns? Look no further than Keap for Real Estate CRM by Ballen Brands.

With Keap, you can streamline your business operations and stay organized with features like automated follow-up emails, customizable templates, and a user-friendly dashboard. Plus, you’ll have access to real-time data insights and analytics to help you make informed decisions and grow your business

Don’t let your real estate business suffer from disorganization and inefficiency. Take action now and partner with Ballen Brands for Keap’s all-in-one CRM solution. Get started today and experience the benefits of a streamlined business!

1. Automated lead capture and nurturing

Keap’s CRM software provides various automation tools that can help real estate agents capture leads and nurture them through the sales funnel. By leveraging these features, real estate agents can streamline their lead generation and follow-up processes and provide personalized communication to their leads.

Here are some examples of how real estate agents can use Keap’s automation features to improve their lead capture and nurturing efforts:

Automatically Send Welcome Emails to New Leads

As soon as a lead fills out a form on your website or provides their contact information through another channel, Keap can automatically send them a welcome email. This email can introduce your agency, provide information about your services, and invite the lead to schedule a consultation or ask questions.

By promptly reaching out to new leads, you can make a positive first impression and establish yourself as a professional and responsive agent. This also saves you time and ensures that no lead falls through the cracks.

Follow Up with Interested Prospects

When a lead shows interest in a property by visiting your website or clicking on a link in an email, Keap can automatically send them a follow-up email thanking them for their interest and providing more information about the property. Keap can send additional follow-up emails to keep the conversation going if the lead does not take any action.

These follow-up emails can be customized based on the lead’s behavior and preferences. For example, if a lead has shown interest in properties in a specific neighborhood, you can send them information about other properties in that area or local amenities that may be of interest to them. This level of personalized communication can help build trust and increase the likelihood of converting the lead into a client.

Nurture Leads with Targeted Content

Keap can track a lead’s behavior on your website, including which pages they visit and how long they stay on each page. Keap can send targeted content that matches the lead’s interests and behaviors based on this information.

For example, if a lead has shown interest in luxury properties, you can send them articles about high-end real estate trends or showcase other luxury properties in your portfolio. If a lead has shown interest in a specific type of property or neighborhood, you can send them information about properties that match their preferences or local events and attractions.

You can build credibility and establish yourself as a knowledgeable and trusted resource by providing valuable content that meets the lead’s needs. This can increase the likelihood of converting the lead into a client and lead to long-term customer loyalty.

If you’re a real estate agent looking to improve your lead capture and nurturing efforts, consider implementing Keap’s automation features into your workflow. Doing so can save time, improve your communication with leads, and ultimately, close more deals.

2. Appointment Scheduling

Real estate agents are always on the go, juggling multiple tasks and trying to maximize their time. One of the most time-consuming aspects of the job is scheduling appointments with clients and leads. This is where appointment scheduling software like Keap comes in handy. With Keap, you can set up a booking page where leads can schedule appointments with you directly. This can save time and eliminate back-and-forth emails or phone calls. Here are a few ways to use appointment scheduling in real estate:

Letting leads schedule property showings at their convenience

One of the biggest challenges for real estate agents is scheduling property showings with leads. Often, it can be difficult to find a time that works for both parties. With Keap, you can create a booking page that allows leads to schedule a property showing at their convenience. You can set up your availability in advance, and leads can choose a time slot that works for them. This saves you time and ensures that leads are able to view the property without any unnecessary delays.

Offering virtual tours or consultations via video call

With the rise of remote work and social distancing, many real estate agents now offer virtual tours or consultations via video call. This is a great way to connect with leads who cannot visit the property in person. With Keap, you can create a booking page allowing leads to schedule a virtual tour or consultation via video call. You can set up your availability in advance, and leads can choose a time slot that works for them. This saves you time and ensures that leads are able to get the information they need, even if they can’t be there in person.

Scheduling follow-up meetings with clients after a successful sale

Once you’ve successfully closed a sale, staying in touch with your clients is important. This helps build trust and ensures that they’ll think of you when they’re ready to buy or sell. With Keap, you can create a booking page that allows clients to schedule follow-up meetings with you. This is a great way to stay in touch and build long-term relationships with your clients.

By using appointment scheduling for property showings, virtual tours or consultations, and follow-up meetings, you can simplify your workflow and provide a better experience for your clients.

3. Segmenting Audiences

As a real estate agent, you know the importance of building and maintaining client relationships. However, as your client list grows, keeping track of everyone’s needs and preferences becomes increasingly challenging. This is where Keap, a comprehensive customer relationship management (CRM) tool, can help you segment your audience through tagging and categorizing.

Tagging Your Contacts

Keap’s tagging system allows you to add labels to your contacts based on their behavior, interests, and actions. By doing this, you can quickly identify and group clients with similar needs and preferences, making it easier to tailor your communication and marketing efforts accordingly. For example, you can tag clients interested in purchasing a home in a specific neighborhood, clients looking to sell their property, or clients interested in investment opportunities.

Categorizing Your Contacts

Categorizing your contacts in Keap allows you to group them together based on shared characteristics such as age, income, marital status, and occupation. This enables you to create targeted marketing campaigns that resonate with specific groups of clients. For example, you can create a campaign targeting young professionals looking to purchase their first home or targeting retirees looking to downsize.

4. Integrated Phone System

Keap, a leading CRM platform, offers a built-in phone system that allows you to make and receive calls directly from the platform. Here are a few ways to use this feature in real estate:

Keeping Track of All Client Communications in One Place

One of the biggest challenges in real estate is managing multiple conversations across various channels. You might simultaneously communicate with a client via email, text message, social media, and phone calls. With an integrated phone system, you can keep track of all your client communications in one place. This makes it easier to stay organized, avoid duplicate efforts, and ensure that nothing falls through the cracks.

Automatically Logging Calls and Recording Call Notes for Future Reference

Another benefit of using an integrated phone system is that it can automatically log calls and record call notes for future reference. This saves you time and ensures that you never forget important details from a conversation. You can easily access your call history and notes in the CRM, making reviewing previous conversations simple and picking up where you left off.

Using the Phone System to Call Leads and Prospects Directly from the CRM

Finally, the integrated phone system makes it easy to call leads and prospects directly from the CRM. You don’t have to switch between different apps or manually dial phone numbers. Instead, you can click on a contact’s phone number in the CRM and initiate the call. This saves you time and streamlines your workflow, allowing you to focus on building relationships with your clients and prospects.

By leveraging this technology, you can streamline your workflow, stay organized, and build stronger relationships with your clients and prospects.

5. Lead Scoring: A Powerful Tool for Real Estate Agents

As a real estate agent, identifying and prioritizing potential clients can be a challenging task. With countless leads coming in, it’s difficult to know where to focus your efforts. This is where lead scoring comes in. By assigning a score to each lead based on their behavior and engagement, you can identify which ones are most likely to convert and prioritize your outreach efforts accordingly.

What is Lead Scoring?

Lead scoring is a system that assigns a score to each lead based on their behavior and engagement with your brand. The score is based on a set of predefined criteria that you determine. These criteria may include actions such as website visits, email opens, social media engagement, or property inquiries.

The lead score then identifies which leads are most likely to convert and require the most attention. For example, a lead with a high score may have viewed multiple properties, attended open houses, and engaged with your content on social media. This lead will likely be more interested in working with you and should be prioritized over a lead who has only visited your website once.

Using Lead Scoring in Real Estate

Lead scoring is particularly useful in the real estate industry, where the buying and selling process can be lengthy and complex. Here are a few ways you can use lead scoring in your real estate business:

  1. Assigning Higher Scores to Active Leads

Assign a higher score to leads who have viewed multiple emails, attended open houses, or requested property information. These leads are likely more engaged in the buying or selling process and should be prioritized over those who have only visited your website once.

  1. Scoring Leads Interested in Specific Neighborhoods or School Districts

If a lead has requested information about a specific neighborhood or school district, assign them a higher score. These leads are more likely to be serious about buying or selling in that area, and you can tailor your messaging accordingly.

  1. Identifying Engaged Leads

Identify leads who have engaged with your content or social media posts and assign them a higher score. These leads have already shown an interest in your brand, and targeting them with relevant messaging can increase the likelihood of conversion.


With lead scoring, you can focus your time and resources on the leads that matter most, ultimately improving your chances of closing more deals and growing your business.

6. Email Marketing Campaigns for Real Estate Agents

Email marketing campaigns have become essential for real estate agents looking to stay connected with their clients and reach new prospects. With Keap’s email marketing tools, agents can create and send targeted campaigns that keep their contacts engaged and informed about the latest market updates, new listings, and community news.

Sending Newsletters

One of the most popular real estate email marketing uses is to send regular newsletters to clients and prospects. These newsletters can provide valuable information about the latest market trends, new listings, and community events, helping to position agents as trusted advisors in their local market. By using Keap’s email marketing tools, agents can easily create and send professional-looking newsletters that showcase their expertise and keep clients informed and engaged.

Sharing Testimonials and Success Stories

Another effective use of email marketing is to share testimonials and success stories from past clients. These can be powerful tools for building trust and credibility with prospects, as they demonstrate the agent’s ability to deliver results and provide exceptional service. By incorporating these stories into their email campaigns, agents can showcase their successes and position themselves as the go-to agent in their market.

Sending Personalized Emails

Finally, agents can use email marketing to send personalized emails to leads and clients based on their behavior and interests. By tracking their contacts’ behavior on their website and in their emails, agents can gain valuable insights into their interests and preferences. With this information, they can create targeted email campaigns that provide personalized content and offers, helping to build stronger relationships with their clients and increase the likelihood of closing deals.

Whether sending newsletters, sharing success stories, or sending personalized emails, agents can leverage the power of email marketing to grow their businesses and build stronger relationships with their clients.

7. Customizable Reporting

As a real estate professional, you know tracking your business metrics is important. Whether you’re trying to attract new leads, close more deals, or analyze the success of your marketing campaigns, having access to accurate data is essential for making informed decisions. That’s where Keap’s reporting tools come in.

With Keap, you can create custom reports and dashboards that allow you to monitor the key performance indicators (KPIs) that matter most to your business. Here are three ways real estate professionals can use Keap’s reporting tools to improve their bottom line:

Tracking the Number of Leads Generated and Their Sources

One of the most important metrics for any real estate professional is the number of leads they generate. With Keap’s reporting tools, you can easily track how many leads you’re generating each month and where those leads are coming from. This allows you to adjust your marketing strategies accordingly and focus your efforts on the channels that are driving the most traffic to your website or landing pages.

Monitoring Sales Activity and Conversion Rates

Another critical metric for real estate professionals is sales activity. By tracking the number of calls, emails, and appointments you’re scheduling each week, you can better understand how your sales team is performing. You can also use Keap’s reporting tools to analyze your conversion rates, which can help you identify areas where your sales process could be improved.

Customizable Dashboards

Having the right information at your fingertips can make all the difference in closing deals and satisfying clients. That’s why customizable dashboards in Keap, a popular CRM software, can be a game-changer for real estate businesses.

With Keap, users can tailor their dashboard to their specific needs and preferences. For example, a real estate agent who focuses on selling high-end properties may want to see data on luxury home sales in their area, while another agent who specializes in rentals may want to track the number of new rental listings that become available each day.

Customizable dashboards in Keap allow real estate businesses to eliminate clutter and focus on the most important information for their success. This can help them save time and make more informed decisions, from pricing strategies to marketing campaigns.

Another key benefit of customizable dashboards is the ability to monitor key performance indicators (KPIs) in real time. For example, a real estate team leader may want to keep an eye on their team’s sales numbers, so they can quickly identify areas where their agents may need additional support or training.

In addition, customizable dashboards in Keap can also help real estate businesses stay on top of their communications with clients and prospects. Agents can easily see which leads need follow-up, which clients have upcoming appointments, and which deals are in progress. This can help ensure that no opportunities slip through the cracks and that clients receive the attention they deserve.

Overall, customizable dashboards in Keap offer real estate businesses a powerful tool for organizing and streamlining their operations. By tailoring their dashboards to their specific needs and goals, real estate professionals can stay ahead of the competition and provide exceptional service to their clients.

In conclusion, By using Keap’s reporting tools to track your business metrics, you can make more informed decisions and drive better results for your business. Whether you’re looking to attract more leads, close more deals, or improve your marketing ROI, Keap’s reporting tools have everything you need to succeed.

By leveraging the power of email marketing and Keap’s reporting tools, real estate agents can significantly improve their business performance. Email campaigns allow agents to share success stories, send personalized content and offers, build better relationships with clients, attract more leads, and close deals faster.

With Keap’s customizable reports and dashboards, they can monitor key metrics like lead sources, sales activity conversion rates, and ROI from different marketing campaigns to make informed decisions that drive growth for their businesses. Ultimately it is clear that these strategies are essential elements of a successful digital marketing strategy for any real estate agent looking to succeed in today’s competitive market.