CRM Management

Keep Your Pipeline Tight and Deals Moving

Let's Get You What You're Looking For!

When you’re juggling a dozen seller leads, buyer follow-ups, and late-night offers, the last thing you need is another messy spreadsheet.

Our CRM Management feature makes sure every call, text, and property detail lives in one place, so nothing slips through the cracks.

One Dashboard for All

Your Prospects

Stop toggling between applications, Excel files, and sticky notes.

Our real-estate-tuned CRM pulls every conversation, property note, and next-step reminder into a single place

Automated Reminders &

Follow-Ups

Ever miss a callback window and lose a deal?

Set it once

our system pings you (or your VA) exactly when it’s time to circle back.

customizable pipelines, stages & actions

Whether you run a 3-step flip-pipeline or a 7-stage wholesale funnel,

you get to name and order each stage: “Contacted,” “Appointment Set,” “Offer Sent,” “Under Contract,” and so on.

Our goal is simply to be the trusted real estate advisors of our Partners .

Before I switched to SES CRM, I was drowning in spreadsheets. I’d forget who needed a second call, and I lost at least two deals a month. Now, every lead lights up on my dashboard with the next action front and center. I’ve boosted my contract sign-rate by 30%.

Struggling with this outcome?

Don't worry, we can help!

  • Higher Contact Rates

    Agents using a dedicated CRM see up to 40% better reach on callbacks—because every lead gets the right nudge at the right time.

  • Faster Turnaround

    Cut your lead-to-offer cycle by days. When you track tasks and property statuses in one spot, you shave hours off each deal.

  • Better Team Handoff

    Growing beyond solo hustle? Instantly share lead notes with your acquisitions manager or VA—no more “Wait, what did John say about the roof?”

Super Simple 3 Step Process

Ready to get started?

Import or Capture Leads

Drag in your cold-call list or connect your Lead Ads. New prospects auto-populate into the “New Lead” stage.

Qualify & Tag

Hit “Hot,” “Warm,” or “Cold” based on seller motivation, or tag by ZIP code, property type, or equity level.

Automate Follow-Ups

Build a drip: Day 1 call script, Day 3 SMS reminder, Day 7 email with your market analysis.

Your Next Deal Could Be Sitting in Our CRM Right Now

Don’t let another month go by chasing bad leads. Let us fill your pipeline with sellers that are ready to talk.

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