Whether your real estate business is small or large, it’s important to keep customer and lead data organized from the start. A real estate crm can make this task much easier by ensuring that business data is kept at one central location from the beginning, which can then be shared with team members and accessed on the go.
Using a real estate crm with client management features also helps to streamline the process of engaging with clients. For example, real estate CRMs with visualised sales pipelines allow users to see which stage of the journey a potential buyer is at and this can help to build trust in your relationship. This information can be shared with colleagues and even used for marketing campaigns.
A good real estate crm should have an integrated calendar which makes it easy to schedule meetings, property tours and other client-facing activities. This can be a huge time saver for agents, as they won’t have to switch between different screens to add events to their calendars. This feature should also be mobile compatible, so that you can access your real estate crm on the go.
Real estate CRMs with advanced features can also enable users to create IDX websites for their business and generate leads through website forms, home valuation landing pages, and MLS search functionality. They can use the tool to automate tasks and follow up with leads using email and text messages, track agent performance and productivity, and create market snapshot reports for prospective home sellers. real estate crm and marketing features