7-Step New Real Estate Agent Guide | Step #6 Always Track Your Deals & Clients

How to manage more than 7 active clients without the stress

“…the span of immediate memory impose severe limitations on the amount of information that we are able to receive, process, and remember.”

– George A. Miller, The Magical Number Seven, Plus or Minus Two: Some Limits on our Capacity for Processing Information, 1956


In 1956 we were told that we might not be able to juggle all the to-do’s in our immediate memory. So why do we try to juggle all our business activities in our head? We may be able to get away with it for a short period of time but as your business grows, this system just won’t work.


How to Manage More than 7 Clients

Do you keep all your contacts in one place? If you’re like most of us, we have our contacts and clients spread out all over a bunch of different places.

  • Phone Contacts

  • Gmail Address Book

  • Spreadsheets 

How can you possibly know if you have everyone covered? How do you know where to go to find their information? This is why it is important from the start to find you a CRM (Customer Relationship Management) platform that best suits your needs and stick with it. We built RealOffice360™ specifically to give you all the tools you need to track all your clients however, we recommend that you evaluate all options as their are plenty out there!

Once you have selected your favourite CRM, what do you do with it? Well if you meet a new potential prospect? Add them to it and make sure you set a reminder to follow-up! Don’t want to forget what they told you? Make a note, add a detail or assign a task right there as well.

 Your key to managing more than 7 clients is that you have a CRM which can handle this for you. Not sure what else to look for in a CRM? Read more here.


How to Track More than 7 Tasks

Do you make yourself a list of to-dos’ the night before? Or are you one of the agents that use a Calendar to set reminders? Odd’s are, if you are like us, you have reminders in a bunch of different places and sometimes things get missed. We can’t tell you how many nights we have been lying in bed and all of sudden remembered we didn’t call a prospective buyer we had planned too!

 Before you get too far into your real estate career, it is important to select one place that has all of your To-Do’s, reminders and task in one. We have built this with RealOffice360™ by combining the Calendar, Daily Planner and Tasks all into one for you to use but we encourage you find a system that works best for your business.

Whether it is Google, Top Producer or more, the choice is yours, just make sure you choose!

How to Monitor More than 7 Deals


Most of us know who we are working with today, but what about those clients that are coming up? Some of us use a whiteboard in our office but that is no good when we are out of the office. Not to mention, our colleagues could always see clearly what we were up to and the client privacy wasn’t the best.

 It is important that you can at a glance look up your Opportunity pipeline any where in the world. With RealOffice360™ you have this at your finger tips!