For any real estate agency, consistently bringing in new leads – potential buyers, sellers, renters, or investors – is absolutely essential for sustainable growth and success. This chapter of the Close Master Reference Manual focuses specifically on all the different ways you can capture lead information and inquiries directly into your Close Master system. Think of Close Master as your central collection point for every potential opportunity. Once a lead's information is securely inside Close Master, you can then harness the platform's powerful CRM, communication, and automation tools (covered in later chapters) to effectively manage the relationship, automate timely follow-up, track progress through your pipeline, and ultimately convert more leads into satisfied clients.
Sections in this Chapter:
- 2.1 Lead Capture Methods Overview (Real Estate Sources)
- 2.2 Forms: Building Your Lead Capture Tools (Valuation, Contact, Buyer Forms)
- 2.3 Surveys & Quizzes: Qualifying Leads & Gathering Info
- 2.4 Website Chat Widget: Engaging Website Visitors
- 2.5 Funnel/Website Order Forms (If Selling Courses/Services)
- 2.6 Memberships/Courses Sign-ups (If Used for Training/Client Resources)
- 2.7 Social Media Direct Messages (Facebook & Instagram Leads)
- 2.8 Google Business Profile (GMB) Messages & Calls
- 2.9 Inbound Phone Calls: Capturing Voice Leads
- 2.10 Email Replies & Two-Way Sync
- 2.11 Social Media Lead Ads (Facebook, TikTok, LinkedIn Integration)
- 2.12 Manual Entry: Adding Leads from Open Houses, Networking, Referrals
- 2.13 Contact Import (CSV): Uploading Past Client Lists or Leads
- 2.14 Calendar Bookings: Capturing Leads via Showings & Consultations
- 2.15 WhatsApp Messages (Inbound Leads)
- 2.16 External Lead Sources (e.g., Zillow, Realtor.com - Setup by The Close Agency)