CRM for real estate agencies

3 Questions to Ask Before You Choose a CRM for Your Real Estate Agency

A real estate agency has more diversified requirements than any other business. So when it comes to choosing a CRM for real estate agencies, the generic rules of selection do not hold true for the industry. With longer sales cycles, a large number of property-inventory to maintain and several buyers, sellers, and renters to take care of, you need a real estate agency CRM that can smoothly streamline your workflow.

Before you zero in on a realty customer relationship management software, here are a few industry characteristics you need to consider:

  • Distinguishable B2B and B2C traits
  • Quickly do the lead converts
  • Diverse customer profile (in respect of age, income, educational background etc.)

An ideal CRM for realty business takes all these factors into account and streamlines your workflow, so it becomes easier for you to scale. But the question still remains: how to choose a CRM for real estate agencies?

Ask following questions when choosing a CRM solution for your realty business.

Question #1: Can it Efficiently Manage your Customer Database?

Contacts are the bread and butter for any sales agent. Thus, this feature should be on the top of your list when looking for a CRM for real estate agencies.

Being a real estate agency owner, you deserve an intuitive CRM solution that can automatically segregate leads and existing customers. This way you can work on your leads without wasting any time on irrelevant leads and targeting a specific group of contacts. For instance, Funnel CRM, an easy-to-use CRM for real estate agencies, can keep your leads from mixing with your existing customers by labeling them with the stage of the process they are in—new, negotiation, won or lost.

Funnel CRM also lets you jot down important notes, so you can further segregate your prospects in terms of their purchase interest .i.e. interested in an apartment, house, villa, or a specific area. Now, this can prove useful as you can create specific activities and events to target each group. For example, you can host an open-house event for hot leads keen to purchase a big villa or a house in a posh locality by setting up an email campaign to spread the word.

Moreover, you can create targeted campaigns, content and activities for different categories. Once it enables you to optimize your resources, you’ll be in a better position to drive sales and foster relationships with prospects and customers.

Question #2: Does it Seamlessly Integrates With your Website?

We exist in a digital age where web contact forms still remain the major source of lead generation for businesses. Therefore, it is necessary you choose a CRM for your real estate agency business that seamlessly integrates with your website and makes it easier for you to capture leads.

Of course, you can find solutions that let you update your property listings right from the CRM but it will only make things complex. Plus, the extra load of data entry will hamper your sales staff’s ability to close more deals. So leave the task for your digital marketing partner who takes care of your website. Else, it will gravely hurt your sales efforts and stray your team from their core task—moving sales forward.

So, never settle for a customer relationship management software that deviates you from your course. Rather look for a system that specifically addresses your problems and keeps you on track with your goals by seamlessly integrating with your website.

Question #3: Is it a Cloud-Based CRM Solution?

A cloud-based CRM has numerous advantages. From zero infrastructure cost to smart integrations, a cloud CRM software will definitely change the way business owners look at enterprise systems.

But, when it comes to real estate companies, the best thing a cloud CRM offers is ease of access. Your sales agents have to move around the town all the time and meet with different people outside of the office. When they have 24/7 access to their CRM they’ll never be out of touch with their prospects and clients.

Thanks to present-day CRM for small businesses, now sales staff can send and receive emails to their clients and prospects even when they are on the move. That too without logging into their CRM system. Don’t believe me? Check this out.

Funnel CRM, the simple and powerful CRM for small businesses is tightly tied with Gmail that allows users to send and receive emails from their customers without signing into the CRM. This is especially useful when your sales team is traveling around and want to take a quick look at the data to drive an information-based conversation without logging into another service.    

In fact, most cloud-based CRM for real estate agencies even lets you upload or attach property pictures and other digital documents so it becomes super-easy for salespeople to sway the prospects.

Now it’s Your Turn…

Now that you know what to look for when choosing a CRM for your real estate agency, it’ll be a lot easier for you to pick a solution. Especially, if you opt for a system that offers No-Obligation or Free Trial Period to better understand how it works for your business.

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