Real Estate CRM features successful agents look for

If you’re a real estate agent, you know that keeping track of contacts and leads can be a challenge. A good CRM can help with this by automating some of the tasks that take up your time. What are Real Estate CRM features successful agents look for and how do you choose the right one?

What’s a Real Estate CRM, anyway?

Customer relationship management (CRM) software is a database that stores information about your customers and prospects. Some of its features include:

  • Tracking leads, managing contacts, and working with clients
  • Tracking and reporting on sales, revenue and commission
  • Managing vendor relationships
  • Marketing tasks such as portal pushing, email marketing and artwork creation
  • Creating automated workflows to automate routine tasks

Why should I use one?

A CRM is an essential tool for managing your real estate business. It allows you to keep track of clients, leads, and contacts in one place. You can also use it to manage your sales team and workflow. Therefore a CRM will help you get organized and stay on top of things so that you don’t miss any opportunities or lose track of important information while working with clients or prospects.

What features do I need?

When deciding on a CRM, you will likely want to consider the following features:

  • Integration with your current systems. Your ideal CRM should be able to integrate with your current systems and make it easier for agents to track leads.
  • Customizable options. If this feature is important to you, look for a company that offers a variety of different customization options so you can make the most of your app’s functionality.
  • Support for multiple devices. It should go without saying that real estate professionals use multiple devices in their daily lives, so it’s important that any CRM software you choose works across all these devices – regardless of whether they’re Apple or Android powered.

How much does a Real Estate CRM cost?

Budget is an important part of choosing a CRM. You should consider the cost of your initial investment, as well as the cost of upgrading to a new CRM and the costs of training and support. If you’re looking at free or open source options, consider how much it would cost to migrate to that system.

Ibenta costs $10.99 per user per month, with features such as Deal Pipeline, Contact Database, Email Marketing and Artwork creation.

How important is mobile use to me?

  • Do you need to access the CRM often, or are your interactions rare?
  • What kind of mobile device do you use, and do you need to be able to access it from multiple devices (phone and tablet) or only one?
  • Are there other features that may be important to me as well—for example, does the CRM allow for automatic saving (to avoid losing data) when I leave my device unattended for too long?

Is automation supported by the Real Estate CRM?

Automation can be a huge help in many ways. It can save you time on repetitive tasks in addition to preventing mistakes from being made. Automated emails, for example, can make sure that your clients get their information in a timely manner.

If you’re looking for ways to improve your real estate business, automation may be an excellent choice for you.

How can I get started?

The best way to start would be to create a free account and to test drive the features of your shortlisted CRM solutions.

The next step would be choosing the right CRM for your business. The good news is that all of these companies offer trial periods (typically 30 days) so that you can test them out before making a decision on which one works best for you.

Just make sure that when doing this testing period, don’t be afraid or embarrassed about asking questions about how each system works – this can really help when trying to figure out which platform might work best with your company’s unique needs/workflow.

You have options when you’re looking for a CRM to help with your real estate business. Keep these tips and questions in mind.

You have options when you’re looking for a CRM to help with your real estate business. Keep these tips and questions in mind.

  • Choose a solution that has features that matter to you to track leads, manage customer relationships or share documents
  • Involve your team in the decision making process and ask if the user experience will encourage their support of the new solution
  • Discover if it will accommodate your own unique workflows and processes, or does it force you to adopt their methods


If you’re looking to start using a CRM, we recommend getting started with these three tips:

  • Take advantage of the free trial period to test out different CRMs and see which one works best for your needs.
  • Pay attention to what features each CRM offers so that you can customize it to suit your needs as much as possible without having too many bells and whistles that get in the way.
  • Finally, make sure that whatever system you choose can integrate easily with other software platforms you’re already using
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