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A simple real estate CRM.Realtyzam CRM is a simple, easy-to-use CRM software/app for real estate agents. If you've been looking for a simple tool to remind you to stay in touch with your clients, help you manage your leads, and track your sales activity then you're going to love Realtyzam CRM. The easiest system you've ever used.Realtyzam CRM is all about simplicity. Our clean, easy to understand interface makes tracking your sales activity a breeze. You can do things like store client info, record notes, set follow-up dates, save documents, track commissions, track broker fees, print address labels, and so much more! Follow-up tasks and reminders.With Realtyzam CRM you can set follow-up tasks with email and text message reminders. It helps you remember important due dates and reminds you to stay in touch with your past customers. Email Automation.With Realtyzam CRM you can instantly create and send an email to any client with few simple clicks. You can even setup your own email templates and phrases so you don't have to constantly type the same emails over and over again. Know your numbers.Realtyzam CRM gives you a complete breakdown of your sales activity, including your buyer and seller conversion rates, average commission, prospecting rates, which lead sources are generating the most sales, and so much more! Anytime, anywhere, and on any device.Realtyzam CRM runs on all your devices so you can access it when you need it most. It works on all versions of Windows, Macs, all tablets, and all phones. And we even have a free mobile app you can download for your iPhone or Android. Try it for free.Realtyzam CRM is 100% free to use for 30 days - no credit card required. It's simple, if you love it after 30 days then you can select one of our paid plans (monthly or annual) and pay with a credit card. If you find that it's not for you then no big deal...you don't need to do anything. Your account will automatically go inactive and you won't be charged a single cent. Don't forget, you can write it off on your taxes too! Give it a try today and you'll see why so many real estate agents love it. | 100% free 30-day trial No credit card required Per month billed annually or $15 per month billed monthly cancel at anytime |
Accounting / Bookkeeping for Real Estate AgentsAccounting / bookkeeping as a real estate agentMost people cringe when they hear the word "Accounting". No one likes to do it, but unfortunately, as an independent real estate agent, you have to. Accounting (also called bookkeeping) can actually be fairly simple if you have a good system for categorizing your income and expenses correctly. The problem is that most real estate agents (and most self-employed professionals) don't know the IRS rules for categorizing and reporting certain types of expenses. Why real estate agents should use accounting / bookkeeping softwareIf you're an independent real estate agent, using an accounting program to track your income and expenses (even if it's not Realtyzam) is a must. Accounting software, especially those that are specifically designed for real estate agents, can help you save big $$$ on your taxes. Not to mention, help you avoid common mistakes when reporting certain types of expenses. For example, most people don't know that you can only deduct 50% of your expenses for meals and entertainment. Or that you can deduct $.56 per mile for any business related driving, including showings, listing meetings, training, market research, etc regardless of the actual cost of gas. However, the IRS requires that you keep a detailed log of your travel activity, which Realtyzam does for you. Why every real estate agent needs a good accountantMillions of people file their taxes each year using do-it-yourself tax programs that are relatively inexpensive and easy to use. However, for real estate agents this can be a big mistake for many reasons. A good accountant will help you maximize your tax deductions, provide financial guidance, and help you plan for the future. There are so many little known tax benefits for self employed professionals like real estate agents. A good accountant can help you take advantage of these. We recommend that every real estate agent ask their accountant the following questions: How to find a good accountantLike in most professions, there are good accountants and not so good accountants. Picking one that will guide you through the financial maze of being self employed is the key to making your life easier (and you just might learn a lot along the way). When you find a good one, they're worth their weight in gold! Here are a few tips on how to pick a good accountant: |
Tax Deductions for Real Estate AgentsWhat if I haven't had my first sale yet?Many real estate agents think that they cannot deduct their expenses if they haven't had a sale yet. This is a common misconception, and it can cost you a lot of green! Your real estate agent expenses are filed on a separate form called a Schedule C and can lower your overall taxable income, including income from another job. What types of expenses can I deduct?Just about every expense you have that is related to the cost of you doing business as a real estate agent can be deducted. Here are the different types: General Business Expenses – These are things like office supplies, advertising, business cards, interest, taxes, licenses, training, etc.Personal Mileage – Every time you drive your personal vehicle to a showing, listing meeting, conference, training seminar, to the store to buy office supplies, or any other function where the main purpose is related to operating as a real estate agent can be deducted at the Federal Standard Mileage rate (currently $.56 per mile for 2014), regardless of what your actual cost of gas is. This can add up quickly, since a majority of your time will be spent driving to/from showings.Meals & Entertainment – You can deduct 50% of the cost of meals and entertainment. There are certain rules that apply though. For example, if you eat by yourself and are not "out of town", then you cannot deduct your meals. So basically, you can't drive to the local fast food joint for lunch when you're by yourself and call it a "business expense". Now if you are out of town on a showing or if you go the local fast food joint with another business associate, you can deduct the cost (but always subject to the 50% rule). Here is another reason, why having a good accountant is a must. They can help you when you're not sure if a particular meal or entertainment expense qualifies.Home Office Expense – If you use part of your home to conduct business, you can deduct a pro-rated portion of your expenses on your taxes as a Home Office Expense. Starting in 2013, the IRS now allows a simplified method for taking this deduction where you multiply the size in square feet of your home office area times the IRS rate ($5.00 per sq. ft. in 2014) to calculate the amount of the deduction. The traditional method is still available, but comes with some huge drawbacks like the requirement to recapture depreciation later on. Realtyzam not only calculates your home office expense, but also reminds you to take the deduction if you haven't recorded it for a given tax year. |
Paying Self Employment TaxesWhat is self employment tax and how does it apply to real estate agents?Almost all real estate agents are considered self-employed for tax purposes. If you filled out a W-9 form when you first started with your broker, or if you get a 1099 form at the end of the year, then you are considered self-employed and are subject to self-employment taxes. This means that your net income (income - expenses) is subject to the Federal Self-Employment tax of 15.3%. Do I have to make estimated tax paymentsWhen you are considered self-employed by the IRS, they make you pay your taxes quarterly (because there is no employer withholding them for you). You estimate your net income for the year (income - expenses) and your corresponding estimated tax liability, divide it by 4, and pay that amount each quarter. You pay (or get refunded) the difference between the estimated and actual amount when you file your tax return at the end of the year. Estimating your tax liability, can be tricky because there are so many factors involved, which is another reason that you need to find a good accountant. They can help you avoid any IRS penalties and fees incurred for underestimating your tax payments. |
Frequent QuestionsContact us |
Q: Do you have a broker version that supports multiple agents?Not yet, but we're working on it. It should be done around June 2017. Q: What if I have questions?We're here to help. All of our customer support is done via email and most questions during normal business hours are answered within 2 hours (usually less in most cases). Actually, our users rave about how great our customer support is. Q: Do you have an app?Yes, for Android and Apple. It's free too. Q: Are their setup fees or cancellation fees?Absolutely not. No hidden fees whatsoever. Q: Where is your tech support based out of?All of our tech support is based out of the U.S. Q: How do I get all my data if I stop using the site?We will happily email you all of your data in an Excel format at no charge. |
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