Insider knowlege behind CRM systems for Real Estate sales

A real estate CRM (Customer Relationship Manager) is a software application used by agents and their teams to manage their clients, prospects and leads. A CRM can help you organize your contacts into groups, track their activities over time and measure the effectiveness of your marketing efforts. Lets explore some insider knowledge behind CRM systems for Real Estate sales to ensure you’re maximizing your solution.

What are the benefits of using CRM systems for Real Estate sales?

A CRM system will make it easier for you to keep track of all the information about your contacts, as well as their activity related to leads. The best CRMs are designed so that they’re easy to use by both agents and managers. They also provide reporting features that help real estate professionals understand how well they’re serving clients or managing business processes like lead management.

Most generic CRM systems are designed to be Swiss army knife solutions for multiple industries and lack key features such as portal and LMS pushing, or design tools to create print and social media marketing.

Do I have to be tech-savvy in order to use a CRM?

The answer is no. You don’t have to be tech-savvy in order to use a CRM. These programs are designed with simplicity in mind so that you can easily learn how they work. There are many tutorials and videos online that can help you learn how to use a CRM, as well as the support team at your company.

How much does a CRM cost?

The cost of a CRM depends on the features you need. A good CRM should be able to handle multiple agents and teams, which means it will cost more than a simple contact management system. There are also monthly fees associated with your CRM, but you’re paying for convenience, efficiency, and peace of mind. This is an investment in your business that will pay off over time—and save you money in the process.

Ibenta costs $10.99 a month per user, with task management, artwork design, email marketing, portal pushing, sales pipeline and interactive calendar all included at no extra cost. Ibenta even has an Open Home app to manage your opens and automate the process of acquiring attendee contact data.

What features should I look for in CRM systems for Real Estate sales?

You should look for a CRM that allows you to do the following.

Import existing data from another CRM.

This will allow you to keep all of your contacts in one place, no matter where you got them from or how many different places they’re in right now. It’s important that any system you choose can import data from other systems because it’s most likely going to be missing some information. This is particularly true if you’re new to using CRMs and have been using Excel spreadsheets or Word docs until now—there may be plenty of data left behind in those old files!

Create task lists that can be shared with multiple users.

There are two reasons why task lists should be able to be shared

  • Ensures the team’s tasks aren’t duplicated causing double handling of woprk
  • Managers can see what their employees are working on at any given time without having to continually call or contact their team for status updates

Ibenta’s native task management solution has easy to use automation and collaboration tools to make your property marketing a breeze.

When you know what questions to ask, finding the right CRM for Real Estate sales is easy.

First, it needs to be easy to use. It should have a clean interface and make sense for your industry. If you’re selling homes, for example, many CRMs are designed specifically for that function. They’ll allow you to add custom tags and details to track leads through the entire process from start until close (or rejection).

Second, it needs to be able to serve multiple functions. You might need a CRM for managing leads, contacts and appointments; another one for marketing; maybe even another one just for accounting purposes! If this sounds like something that could easily get out of hand in terms of keeping track of things then there’s good news: Ibenta does all this automatically without requiring additional software.


With so many options available, it’s easy to feel overwhelmed. But if you take the time to understand what a CRM can do for your real estate business and how it works, you’ll be able to narrow down your search and find the perfect solution.

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