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Surface, Engage, Convert: How to Maximize Every Opportunity in Your Database

Published Date
Author Joanna Harrison



Most brokerages have thousands of contacts in their CRM, yet many of those leads go untouched. It’s wasting your lead gen investment, but most agents just don’t have the time to dig deeper and manually work their contacts. The key is leveraging the right technology to automatically surface opportunities, engage them effectively, and convert them from a “contact” to a real conversation.

Step 1: Surface Opportunities Using Smart Insights

Instead of guessing who to reach out to, leverage your CRM’s data to highlight the best opportunities. With BoldTrail’s Smart CRM, agents can:

  • Identify high-intent contacts with automated lead scoring.

  • Get alerts when prospects return to your website or interact with listings.

  • Access insights that reveal buying signals, like time on site, favoriting a property, etc, so agents can engage with confidence.

Need a refresh on ensuring you have high-converting conversations? Here’s a 4-step action plan to help you engage effectively every time. 

Step 2: Engage with Personalized Outreach

Boost engagement with messaging and content that’s tailored to each contact’s interests and behavior. BoldTrail’s automated marketing tools allow you to:

  • Deliver personalized messages based on a prospect’s search history.

  • Schedule multi-channel campaigns that combine email, text, and calls.

  • Automate follow-up reminders to keep your outreach consistent.

The numbers don’t lie. Conversations and conversions enjoy a boost with tailored messaging. Learn more about the power of personalization to deliver a better client experience. 

Step 3: Convert with Strategic Nurturing

The journey from lead to client varies with each contact, and some can take quite a while. BoldTrail’s tools let you create automated nurturing campaigns that keep you connected until prospects are ready to act.

By nurturing leads with helpful content, market insights, and timely reminders, you can stay top-of-mind without constant manual effort.

"The Most Important Thing in Real Estate is Consistency & Follow-Up"-- James Harris, Bond Street Partners. Hear how he leverages BoldTrail to help his agents nurture leads effectively.

The Bottom Line

Your database is filled with opportunities—you just need the right tools to surface, engage, and convert them. BoldTrail empowers brokers and agents to make the most of every lead, driving better conversations and more deals.

Unlock the power of your database with BoldTrail.