Looking for the best CRM for real estate professionals? Seek out these 5 attributes for the perfect match.
You’re an up and coming real estate agent. You have your license, you have contacts, and now you’re looking for the best CRM for real estate agents. You want it at an affordable price, of course; you don’t need to pay extra money for features you’ll never use. You simply want better follow-up and organization. So, where do you start?
What you need is something simple, modern, and affordable. And we have the solution just for you. If you want to start your real estate career on the right foot, you need to make sure you’re on top of all your contacts: leads, referrals, past clients, and prospects.
How to pick the best CRM for real estate: 5 features to perfect your follow-up skills
1. Automatic info collection and web-based storage
Your days as a real estate agent are fairly busy. You put a lot of effort into generating new leads and tapping referral sources on a regular basis. When it comes to collecting information about prospects, you’d rather not email back and forth to get everything you need. You want to upload your leads into a CRM system quickly and with as little effort as possible.
If your CRM offers web forms to include on your website, it makes your job much easier. Once a lead submits the form, he is automatically added to the system and sales pipeline. The collection tool organizes that person’s info for you, so it’s ready to access and follow-up on right away.
Worried about losing all this confidential information if your computer crashes? Look for a CRM that is web-based and backs up your data daily.
2. Instant notifications and intuitive follow-up features
Real estate agents need to be “on alert” at all times. Depending on your geographic area and what state you’re registered to work in, the competition can be tough. Once you get a lead, the speed of your follow-up makes a big difference. That’s why automated notifications and intuitive follow-up features are so important when choosing a CRM for real estate agents.
Once that lead pops into the system after filling out a web form, you should be automatically notified to follow-up. These features are intuitive—you don’t have to struggle to set an appointment, schedule a reminder, or make a phone call. The CRM makes it easy for you to take the next step.
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Want to take your real estate business to the next level? Schedule a free demo of our lead management software and turn leads into customers with less work!
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3. Fully customizable features to suit your workflow
The one-size-fits-all model doesn’t work for modern business people anymore. You have a unique workflow, so you need a tool that matches up with it perfectly. Think about your unique sales “pipeline.” What are the steps you take with house-buying prospects?
- Researching the current market for similar homes and presenting the client with the pre-listing information
- Giving the listing presentation to the clients face-to-face and closing on a contract
- Marketing the house over different platforms and gaining interest in the property
- Scheduling and showing an “open house” presentation to interested buyers
Your CRM should be customizable and able to fit these exact “milestones” within the CRM’s sales pipeline. If you want to keep track of your current clients and contacts, you need a CRM that conforms to your specific workflow.
4. Generate insightful reports in seconds
Having access to your month-to-month sales data can reveal insights into your current business plan. If you want to learn how to grow your business, you need to recognize the patterns in a visual way.
- How many houses do you close per month? What months have consistently higher opportunities than others?
- What is the percentage of contacts who opened and engaged with your email campaigns?
- What current leads have made it past certain milestones this month?
These are the types of questions you need answered. Getting insights into your lead management efforts can make a huge difference. That’s where CRM reports come in handy. You can monitor engagement with your emails, track any employees you might have, or compare sales charts from month-to-month.
5. Email marketing is taken care of
You can’t forget email. It’s one of the oldest tools on the internet, but it’s still one of the most widely used. Sending emails can be time-consuming if you have a lot going on. You may be giving an open house presentation, putting together a marketing plan for a new house, or swamped in other administrative tasks.
That’s why you should look for a CRM system that can schedule emails that send to clients automatically. If they don’t respond, another follow-up can go out in a few days.
The best CRM for real estate? How about the best CRM for you—just how you like it
You’ve probably noticed how many CRMs are available on the market today. The best CRM for real estate doesn’t mean one specifically made for realtors. That may pigeon-hole you into working within their workflow—how they imagine you should be working. With Blitz, it’s completely up to you. You can change the features to how to you see fit and make it into your own creation. We’ll be here to help you either way.
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Want to take your real estate business to the next level? Schedule a free demo of our lead management software and turn leads into customers with less work!
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What tools are you looking for in a CRM? Let us know in the comments.