An Agency’s Guide to Real Estate Marketing Automation

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Running a real estate business successfully can be tricky. And as the world leaps into the technological universe more and more, being a good real estate agent is changing too. You have to be on top of the technological changes which can give your business the edge it needs. To ensure more leads, close more sales and grow your real-estate business, you need to incorporate marketing automation.

The latest & most efficient way to become a top-notch real estate company is Marketing Automation. Many sectors & businesses are already adopting these ways and we have a list of reasons why you should too. If you want to give your Real-Estate business the edge it needs, automation is the way to go.

What is Real Estate Marketing Automation?

Real estate marketing automation is the act of incorporating technology into marketing in a way that increases sales, requires a lot less work, and saves marketers time. Your marketing campaigns become more efficient and streamlined as a result. Platforms for marketing automation can control several facets of campaigns from one location. 

Marketing automation enables businesses to automate tasks and workflows for the marketing and sales process, including prospect and customer profiling on landing pages, lead scoring, and sending automated personalized emails and web recommendations to support lead nurturing and customer engagement.

- Smartinsights

Top Use-Cases Every Real Estate Company Should Implement

No more overlooked leads

Tracking the incoming flow of leads is your bread and butter as a great real estate agent. It might be difficult to manage several leads simultaneously on different platforms. Leads can be lost if you make even a tiny mistake. With Marketing automation services you can track every single lead that comes your way and never miss a step.

Automating lead generation can gather leads from all sources, including social media, phone calls, SMS, and email, and allow you to engage with them from a single location to make sure they are all nurtured.

Aesthetic landing pages

Now you can build websites with ease with the help of automation. Some companies offer services that are as simple as the name of your company, what business you’re in & what colors your brand has. Hubspot, the leading CRM, and automation platform have Content management systems (CMS) that help real estate agents create a responsive website using drag-and-drop editors, website templates, and SEO tips.

Efficient & Effective ads

Digital marketing is getting smarter every day. Every single platform is getting more efficient thanks to automation. Real-Estate agents can run their ads hassle-free with excellent tracking & analytics.

Ad management tools available on automation platforms like Hubspot include:

– Create buyer persona, create and segment lists Targeting lists that will sync the leads and audience for targeting opportunities

– Managing ad campaigns on different social channels like Facebook, Instagram, LinkedIn, etc.

– Performance reports and data analysis from different campaigns on one dashboard

– Lead Scoring and attribution reporting to identify the success or failure of campaigns

Assigning & nurturing leads

Platforms like Holofy & Hubspot offer you CRM services that help in nurturing leads throughout the customer’s journey. From filling a form on your landing page all the way to an open house & interaction with a real estate agent. Leads get automatically assigned to agents so you don’t waste any time nitpicking through leads.

Automate tasks

Automation helps teams work together splendidly. With automation services, you can manage entire workflows, assign tasks and monitor the entire process. It is the most effective way to do business. Create an entire customer journey and workflows to nurture your leads through that journey. Your workflow can incorporate a follow-up journey that includes calls, WhatsApp messages, emails, and SMS messages. Set up projects and hold your team members accountable. Track all round accountability, responsibility, and KPIs for successful task management.

Managing transactions & automated accounting

Automation also helps you keep track of transactions & payments. Now you don’t have to bother clients who owe you payments, automation services will send reminders, texts, and voicemails to ensure payments.

Client Communication

With automation tools, you track your next potential clients. Usually, it is a very hard and tedious task to scope out the next clients but automation services churn market data and find what segment of the market you will likely find your next client.

Enhance customer experiences by sending personalized emails and targeted digital marketing campaigns. Schedule meetings, send automated messages, and set reminders to follow up with clients and close more deals.


Reporting dashboards give you a better understanding of what’s working for your business. Find out if you are meeting your targets by getting up-to-date reports on your sales activity. Marketing automation provides you with excellent market analysis with mounds of relevant data that can help you steer your business in the right direction, get more leads, close more sales & run a tight ship overall.

If you’re a real estate agent, marketing automation in the new age is a must-have for you. Allow us at PIXL to help you guide you through this journey as we have done with so many real estate clients.