Keeping track of every new lead, referral and client can be daunting as your network grows. Eventually, you’ll need to swap out your homegrown tool for a real estate crm that specializes in automating workflows.
Managing client relationships in one location makes for better communication. Using the CRM, agents can easily access all the information they need from a single platform.
- Mobile compatibility
Real estate agents rely on a variety of communication channels to reach clients, including email, social media, and messenger apps. The ideal real estate crm lets you store all of this data in one place for quick access. It can also support multiple user accounts so that your team members can work together on leads and other projects.
Real-time lead information is vital for real estate agents. A good CRM can help you identify the source of each lead and segment them into lists based on their property type, budget, and timeline. This allows you to make data-driven decisions regarding which marketing activities need to be scaled or which ones can be held back.
A good real estate crm can also offer a clean dashboard view of client information and sales progress. It can also have integrations with email and text management tools, telephony apps, and appointment scheduling systems. Real estate crms like Propertybase can also integrate with major MLSs and syndicate listings on real estate portals.
- Integrations
Real estate CRMs integrate with a variety of external tools, helping agents streamline their workflow. For example, some real estate CRMs allow brokers and agents to use customer portals to let applicants submit documents online, e-verify them and save their application. This saves time and enhances the prospect’s experience.
CRMs also help agents manage a large volume of data. They can enforce data validation rules and standardisation, ensuring the information is correct. They can also automate processes to reduce manual data entry and reduce the risk of errors.
Real estate CRMs have features that enable agents to track important client data and marketing metrics in real-time. This allows them to identify the best channels of communication with prospects at different stages of their journey, improving lead conversion and sales. They can also analyse performance using custom real estate CRM reports and dashboards that provide in-depth insights into marketing campaigns, sales activities, forecasted revenues and more.
- Automation
When you’re handling high-dollar real estate deals, every lead and client matters. Having a real estate crm with automation tools makes sure nothing falls through the cracks. You can use a smart CRM like Zurple to automate 1:1 communication with clients through the entire customer lifecycle.
For example, you can create a custom lead web form on your agency’s website that automatically feeds leads into your CRM once they complete it. Then, you can nurture those leads with automated follow-up emails. You can also set up trigger tags to automate tasks, such as sending an invitation to an open house once a prospect is qualified for the event.
By implementing business automation, your real estate team can focus on more important tasks. You can automate routine activities, such as capturing leads from social media, creating marketing emails for them, scheduling viewings, and tracking invoices. This can help you save time and money. You can even use an auto-dialing system for more efficiency.
- Reporting
Real estate agents often work with many leads, making it important to be able to quickly identify high-quality prospects and distinguish them from low-quality ones. A good real estate CRM will offer a variety of ways to qualify incoming leads, and also give you the data-driven tools to make informed decisions about which lead generation campaigns to invest in and which to hold back.
For example, Close offers a visual sales pipeline that shows where each prospect is in the home buying process and lets you know when it’s time to follow up. Other features include an email marketing campaign builder and the ability to automatically create single-property websites from within the system.
Another option is Wise Agent CRM, which was developed by a real estate agent and has specific features for the industry. It includes a built-in AI bot that automates lead qualification and uses industry-proven scripts to engage prospects. The platform also integrates with DocuSign to allow you to save signed real estate forms.real estate crm for agents