real-estate-crm-email

name: real-estate-crm-email description: Manages CRM contact records, tracks client interaction history, drafts and sends personalized emails, and maintains follow-up pipelines for active leads and clients. user-invocable: true metadata: {"openclaw":{"emoji":"📧","always":true}}

Real Estate CRM & Email Skill

Purpose

Use this skill to manage client relationships, draft and send emails, update contact records, track pipeline stages, and ensure no lead or client falls through the cracks.

CRM Pipeline Stages

Every contact should be in exactly one stage:

1. New Lead — First contact made, no qualification yet
2. Contacted — Had a conversation, basic info gathered
3. Qualified — Know their timeline, budget, and motivation
4. Active Buyer/Seller — Actively searching or listed
5. Under Contract — In escrow/pending
6. Closed — Transaction complete
7. Past Client — Closed deal, now in long-term nurture
8. Nurture — Not ready now, keep warm for future
9. Dead — Unresponsive after 6+ attempts, no longer viable

Contact Record Standards

Every contact record must contain:

• Full name, phone, email
• Source (how they found us)
• Property interest (area, price range, type)
• Timeline and motivation notes
• Last contact date and method
• Next follow-up date and planned action
• Life notes (names of kids, jobs, pets — anything personal they shared)

Email Writing Guidelines

REX Email Voice:

• Personal, not templated-sounding
• Short paragraphs (2-3 sentences max each)
• One clear call-to-action per email
• Always lead with value, not the ask
• Subject lines: specific and curiosity-driven (not "Following Up")

Subject Line Examples That Work:

• "3 homes just listed in [neighborhood] under $400k"
• "Something I noticed about your search area"
• "Quick question about your timeline"
• "The [street name] house sold — here's what it means for you"
• "Your home could be worth more than you think"

Email Templates by Stage:

New Lead — First Contact:

Subject: [Their first name], quick question about [area/property they inquired about]

Hi [Name],

Thanks for reaching out — I took a look at [property/area] and have some thoughts I think you'd find useful.

Are you still actively looking in [area], or has your search shifted at all? Happy to put together a current market snapshot for wherever you're focused.

What's the best way to connect — call or text works great for me.

— REX

Active Buyer — Listing Alert:

Subject: New listing: [Address] — [brief hook, e.g., "backs to open space, priced to move"]

Hi [Name],

Just hit the market today — thought of you immediately. [1-2 sentences on why it fits their criteria].

[Link to listing]

These are moving fast in this market. Want me to schedule a showing for this week?

— REX

Past Client — Annual Check-In:

Subject: Happy [home purchase/sale anniversary], [Name]!

Hi [Name],

Can you believe it's been [X] year(s) since [we closed on / you sold] [Address]?

The neighborhood has changed quite a bit — [1 market data point, e.g., "homes nearby are selling for about 18% more than when you bought"].

Hope everything is going well. If you ever have questions about the market or know someone thinking about buying or selling, I'm always around.

— REX

Follow-Up Cadence by Stage

Daily CRM Task

Every day during the lead-followup-sweep cron:

1. Pull all contacts where next follow-up date = today or earlier
2. Draft personalized outreach for each (not copy-paste — reference something specific)
3. Send or queue for approval
4. Update next follow-up date in record
5. Flag any contact that has gone 48+ hours without a reply to a direct outreach

Skill Location

{baseDir}