Real Estate CRM Mastery Book Cover

Real Estate CRM Mastery

Advanced Systems for Top Agents to Automate & Dominate Their Market

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REAL ESTATE SYSTEMS FROM A 20-YEAR INDUSTRY VETERAN

Most experienced real estate agents use their Real Estate Customer Relationship Manager (CRM) as little more than a glorified address book. Calls are returned, but prospects who require time for incubation are often lost due to inconsistent follow up and inattention. Past clients are neglected, resulting in fewer referrals and repeat business. Real Estate CRM Mastery shows how to turn your CRM into a command center.

INSIDE, YOU'LL DISCOVER HOW TO:

  • Stay top of mind with past clients and your sphere of influence long after closing
  • Capture future business from prospects who are not ready today
  • Know exactly who needs attention each day without relying on memory
  • See the full state of your pipeline at a glance
  • Prepare your business for assistants, partners, and shared responsibility
"Scott should really teach classes on customer service to other companies. I have interacted with them a few times now and each time I am blown away by how kind and patient he is."
— Kristen Deuter

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Real Estate CRM Mastery

Scott Schmitz

Further Reading

This book, Real Estate CRM Mastery, is designed for the experienced agents who has mastered the essentials and is ready to scale their production. It covers advanced strategies for managing your time, automating your marketing, and leading a team or an assistant. I have also written a companion book, Real Estate CRM Secrets, which focuses on the fundamental systems a new agent needs to get organized, develop consistent habits, and build their business. Together, these two books offer a complete, repeatable system for transforming an agent into a top-producing real estate professional.

If you are looking to explore the business concepts discussed in this book further, I recommend the following books.

Harris Rules: A Real Estate Agent’s Guide to Extraordinary Success by Tim & Julie Harris. Provides real estate-specific context for using your CRM to execute the disciplined, daily actions required to run your career like a professional business.

The ONE Thing: The Surprisingly Simple Truth Behind Extraordinary Results by Gary Keller and Jay Papasan. This book offers a robust framework for prioritizing your efforts and aligning your systems around the single most important activity that drives growth.

The Go-Giver by Bob Burg and John David Mann provides the foundational philosophy of generosity that must underpin any authentic effort to connect with clients on special occasions, reinforcing the value of giving without expectation.

Dotcom Secrets by Russell Brunson is a masterclass on the theory and practice of building online sales funnels, offering a high-level strategy for connecting your website, ads, and follow-up systems to efficiently convert online leads.

The High-Performing Real Estate Team by Brian Icenhower. The essential real estate-specific guide for the experienced agent ready to scale, providing a blueprint for hiring, training, and leading a team that builds directly on the “Assistants” and “Partners” sections.

The Hyperlocal, Hyperfast Real Estate Agent by Daniel James Lesniak provides strategies for hyperlocal marketing and for dominating a geographic farm area.

Endless Referrals by Bob Burg. This book teaches that becoming a person others like and trust directly leads to more referrals.

Crucial Conversations: Tools for Talking When Stakes Are High by Kerry Patterson, Joseph Grenny, Ron McMillan, and Al Switzler. It provides a practical, step-by-step methodology for handling high-stakes interactions where opinions differ and emotions run high.

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