Must have Real Estate CRM features you will love

A CRM software is a tool that helps keep track of all your leads and overall growth in the business. It allows you to create contact lists, organize them into categories and maintain records of interactions that have taken place between you and your potential customers.

A Real Estate CRM software should provide a fully integrated solution for managing your entire real estate business from lead generation to post sale services. So what are the must have Real Estate CRM features you will love?

Lead Capture

Importance of lead capture

Lead capture is the act of collecting information from individuals or companies so you can contact them later on. It’s important because it allows you to be in touch with these people, even if they aren’t ready to speak with you at that moment. For example, maybe someone found your website through an article but doesn’t have any pressing questions for now. They might bookmark your site and come back later when they need help with something else. When this happens, it’s good to have their contact information for easy follow-up calls and emails in order to rekindle that relationship when necessary.

Types of leads

There are two main types—opt-in (or permission) leads and opt-out (or non-permission) leads. Opt-in leads are ones that people actively give you their personal information by filling out forms or entering data into a form field on your site; this includes things like having an email newsletter signup form and offering free resources such as blog posts or videos in exchange for opting into receiving updates from your team via email every week or two weeks after signing up with either one of those methods above mentioned. The second type involves obtaining personal details about potential customers through public records such as property tax records which may include names, addresses etc., so no explicit permission was given before getting access to this type but since these specifics aren’t private info anyway then it’s ok–it’s just considered “public record” data instead.”

Multi channel Interaction

Multi-channel interaction

The ability to interact with your customers on different channels like email, phone, SMS and chat is a must have feature. It allows you to provide an omnichannel experience for all your potential clients.

This way they can get help whenever they need it on the channel that suits them best at that time. The more convenient you make it for them, the better!

Do not forget about social media platforms either! If someone asks you a question or mentions something related to your company or real estate business in general – make sure you are visible there as well! This will allow other people who stumbled upon those comments/questions to see how helpful and professional your team is. Another great thing about this kind of communication is that it has its own analytics which can tell you what exactly worked best for users so far (for example: email notifications were opened most often) and allow us to improve our performance by focusing our attention on certain channels when necessary.

Workflow Automation

Workflow automation is a feature that allows you to automate repetitive tasks. For example, if your client has two properties currently on the market and one of them is already under contract but the other isn’t, you can set up a workflow so that when someone contacts you about the property under contract but not yet sold, it automatically sends an email to your client asking whether they want to list their other property as well (or vice versa). This way there are no manual follow-ups required; everything happens automatically according to whatever rules or instructions you set in place beforehand.

By utilizing workflow automation where possible, real estate agents can save themselves time by reducing the need for repetitive tasks such as following up with clients and managing listings/contracts/showings etc., which often takes up valuable time in an agent’s day. By cutting down on these kinds of things through programming rather than having humans handle them manually, real estate professionals also reduce their chances of making errors in those areas due to human error (which are often more costly than machines).

Data Management

Data management is a vital feature of any good CRM system. You can have the greatest software in the world, but if it doesn’t allow you to easily import your data and sync it across multiple systems (e.g., real estate websites or MLSs), then it isn’t worth the time and money you put into installing it.

There are many ways to manage your data:

  • Importing data from multiple sources
  • Managing data from multiple sources
  • Syncing data from multiple sources
  • Syncing data from multiple properties – These include property addresses and descriptions, as well as photos of each property (if applicable). As an agent, you may want to be able to sync this information with third party sites such as Google Maps or Zillow so prospective clients can easily view all available properties at once without having to manually search through each listing one by one on various sites individually. This would save them time in researching each home’s features before making any purchasing decisions about what might work best for their needs/budget constraints vs., say…not knowing anything about what makes up “good” housing quality standards at all!

Lead Scoring

Lead scoring is a process that helps you prioritize leads based on their potential. It is a way to filter out low quality leads and focus on the best ones.

Lead scoring helps you focus on high quality leads and get rid of low quality ones. You can automate lead scoring by using an automated lead scoring tool or by putting a system in place yourself.

Reporting and Analytics

Reporting and analytics are one of the most important features in a Real Estate CRM. This feature allows you to see all the data in your CRM software, allowing you to analyze your data and improve your business. You can use reporting and analytics to see how well your marketing campaigns are doing, which is extremely useful for real estate brokers when it comes time for them to plan their next marketing campaign.

Integration with other tools & 3rd party apps

Integration with other tools is a must. CRM’s can be expensive and at the end of the day they are just a tool, so it’s important to choose one that will work in unison with your other tools. For example, if you already have an email marketing system you should look for a CRM that will allow you to sync all activities from your email campaigns including leads generated from emails as well as any updates made by agents/brokers/sellers through their own accounts. 

Another great example would be Zapier which connects apps together by allowing them to “talk” via APIs (application programming interfaces). APIs can be integrated into your existing systems so that when an event happens within one of these systems it triggers another action in another app. This can allow for increased productivity across multiple team members or even create new opportunities such as automated property alerts!

A CRM software is a tool that helps keep track of all your leads and overall growth in the business

Customer Relationship Management (CRM) software is an essential tool for anyone working in the real estate industry. It helps to keep track of all your leads and overall growth in the business and manages all your interactions with clients, prospects and leads. The goal is to make sure you have a good understanding of who your customers are so that you can always provide them with quality service and products.

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