> CRM Done Better is a US real estate CRM. Discover its cookies, US transfers, consent text and compliance steps to deploy CRM Done Better under GDPR. > > Canonical: https://www.flowconsent.com/en/services/marketing/crm-done-better Marketing # CRM Done Better Marketing · [Official website](https://crmdonebetter.com) CRM Done Better is a US based real estate CRM combining lead capture forms, MLS or IDX driven property search, behavioural scoring, email automation and sales pipeline tracking. It is positioned for independent real estate agents and small brokerages. Because the platform hosts visitor data in the United States and installs marketing cookies, GDPR compliant deployment requires explicit consent and a documented transfer chain. [Block CRM Done Better until consent](https://app.flowconsent.com/auth/sign-up?utm_source=flowconsent.com\&utm_medium=referral\&utm_campaign=marketing) · [Scan my site](https://www.flowconsent.com/en/scan) At a glance - Category [Marketing](https://www.flowconsent.com/en/services/marketing) - Consent Marketing - Prior consent Required - Documented cookies 3 - Third-party domains 3 - Servers United States. CRM Done Better is operated from the United States with infrastructure hosted on US cloud providers. Overview ## What does CRM Done Better do? ## **What is CRM Done Better** CRM Done Better is a US based customer relationship management platform tailored to real estate agents and small brokerages. It combines MLS or IDX driven property search, behavioural tracking on listings, lead capture forms, drip email campaigns, automated SMS follow ups and a sales pipeline view. The tool integrates with major real estate platforms and is marketed as a simpler alternative to general purpose CRMs. ## **What data does CRM Done Better collect** CRM Done Better collects buyer and seller contact details, property search behaviour (saved searches, alerts, viewing patterns), email and SMS engagement, mortgage qualification preferences (if collected), IP addresses, user agents, referrers, UTM parameters and a behavioural score per prospect. ## **GDPR and ePrivacy implications** CRM Done Better is a third party processor; marketing automation features may make it a joint controller. Marketing cookies are not strictly necessary and require consent under Art. 5(3) ePrivacy. Behavioural scoring and email open tracking rely on consent under Art. 6(1)(a) GDPR. Real estate transactions trigger sectoral retention obligations specific to each EU member state. ## **Consent requirements** Add a CMP that gates the CRM Done Better tracking pixel until consent for marketing is granted. Configure double opt in on lead capture forms and provide an easy unsubscribe link in every drip email. Maintain an audit log of every staff interaction with the prospect record. ## **Data transfers outside the EU** CRM Done Better hosts data in the United States. The transfer relies on the EU US Data Privacy Framework, complemented by Standard Contractual Clauses and a Transfer Impact Assessment. Document supplementary measures such as encryption at rest and pseudonymisation of mortgage qualification fields. ## **Practical compliance steps** Sign the CRM Done Better DPA and SCCs, integrate a CMP, configure double opt in, set retention rules respecting national real estate record keeping requirements, document CRM Done Better in your Article 30 register, and update your privacy notice. Compliance ## CRM Done Better and the GDPR CRM Done Better is classified as “Marketing”. On a site that targets European visitors, it must only load after the visitor consents, and it must be listed in your cookie policy. - Legal basis Consent (Art. 6(1)(a) GDPR) is required for marketing tracking cookies, behavioural lead scoring and marketing follow up emails. Performance of a contract (Art. 6(1)(b)) applies once a representation agreement is signed. - Risk level high - Applicable regulations GDPR, ePrivacy Directive, TDDDG, LSSI CE, CCPA/CPRA, EU US Data Privacy Framework, Schrems II ### Impact assessment (DPIA) A DPIA is recommended when CRM Done Better is used at scale for behavioural scoring of real estate prospects, when MLS driven personal data is combined with marketing automation, or when sensitive financial information is added to buyer profiles. ### Sample text for your banner > We use CRM Done Better, a US based real estate CRM, to manage your enquiries, track interactions with our property listings and send relevant follow up. This involves transferring your personal data to the United States. Cookies and trackers ## What CRM Done Better sets and contacts - Tracking method Client side JavaScript on real estate websites, third party tracking cookies, lead capture forms, integrations with MLS feeds, IDX search and email automations, plus a backend CRM tailored to real estate agents. - Server location United States. CRM Done Better is operated from the United States with infrastructure hosted on US cloud providers. - Data transferred outside the EU Personal data is transferred to the United States. Operators must rely on the EU US Data Privacy Framework, complemented by Standard Contractual Clauses and a Transfer Impact Assessment as required since Schrems II. ### Cookies set (3) | Name | Type | Duration | Purpose | | ------------ | ------------------ | -------- | ------------------------------------------------------------------------------------------------------------------- | | cdb\_uid | Marketing | 1 year | Unique CRM Done Better visitor identifier used to link a real estate prospect across listings and email follow ups. | | cdb\_search | Marketing | 6 months | Stores recent property searches and saved filters used for behavioural scoring and email alerts. | | cdb\_session | Strictly Necessary | Session | Maintains the agent dashboard session and the prospect portal session. | ### Third-party domains contacted (3) - `crmdonebetter.com` - `app.crmdonebetter.com` - `tracking.crmdonebetter.com` Questions ## Frequently asked questions about CRM Done Better Can't find your question? Write to us, we answer fast. [Write to us](https://www.flowconsent.com/en/demo) ### Which cookies does CRM Done Better set? CRM Done Better sets a marketing visitor identifier, a search behaviour cookie used for behavioural scoring and email alerts, and a strictly necessary session cookie for the agent dashboard. Marketing cookies require prior consent; the session cookie is exempt. ### Is consent required to deploy CRM Done Better on a European website? Yes for marketing cookies, behavioural scoring and email open pixels. The session cookie used for the agent dashboard is strictly necessary and exempt under Art. 5(3) ePrivacy. ### What is the legal basis for processing in CRM Done Better? Consent (Art. 6(1)(a) GDPR) for marketing tracking and behavioural scoring. Performance of a contract (Art. 6(1)(b)) for representation agreements and transactions. Legitimate interest (Art. 6(1)(f)) for fraud prevention with a balancing test. ### Does CRM Done Better transfer data outside the European Union? Yes. The platform is hosted in the United States. Transfers rely on the EU US Data Privacy Framework, complemented by Standard Contractual Clauses and a Transfer Impact Assessment per Schrems II. ### Is a DPIA required when integrating CRM Done Better? A DPIA is recommended for large scale behavioural profiling of real estate prospects, when financial qualification data is processed, or when the CRM is combined with retargeting pixels. ### How do I implement CRM Done Better in a GDPR compliant way? Sign the CRM Done Better DPA and SCCs, integrate a CMP, configure double opt in on lead forms, set retention rules respecting national real estate record keeping requirements, and document CRM Done Better in your Article 30 register. ### Are there European alternatives to CRM Done Better? Yes. Apimo (France), Periscope IQ (UK), Reapit (UK), Hektor Software (Germany) and Salesforce Real Estate Cloud configured in EU regions provide comparable features with EU data residency. ### How do I update my cookie policy after enabling CRM Done Better? List cdb\_uid and cdb\_search as marketing cookies and cdb\_session as strictly necessary. Disclose CRM Done Better as a sub processor in the United States and re trigger the consent banner. Same category ## More services: Marketing [See the whole category](https://www.flowconsent.com/en/services/marketing) ### [LeanData](https://www.flowconsent.com/en/services/marketing/leandata) [LeanData is a digital marketing technology that helps businesses reach, engage, and convert their target audience online. It provides advanced targeting, campaign management, and performance analytics capabilities. 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