Why real estate CRM is critical for success

Both as a strategy and a software, Customer Relationship Management or CRM has been shown to have made significant improvements across businesses, including real estate. 

As a strategy, real estate CRM enables agents to create, handle as well as maintain genuine and productive relationships with both leads and customers. And as a software solution, real estate CRM is used as a functional storage that contains the personal information, messages and transaction history of leads and customers. Let’s get into the specifics about why real estate CRM is critical for success

1. Reveals leads sources

Lead generation is one of the major components of the job and to maximise results, this is usually done through multiple platforms. With this high number of sources yielding its own set of numerous leads (good for you!),  it’s easy to get overwhelmed by it all, especially when you intend to track down the sources of any of these.

With CRM tools such as chat functions, web forms as well as visitor trackers, you are given the opportunity to thoroughly check where your leads are coming from. And from this, you are also able to gauge through which platform you are most well received, or what content gets the most engagements. All these pieces of information are sure to help you plan your next move to maximise your desired outcomes.

2. Proper prioritisation of leads

Generating leads is a challenging yet rewarding task. But let’s face it, not all of them are the same, as there are truly some clients that are too valuable of a prospect to pass on. With real estate CRM, you are able to carefully select the leads you’ll have to exert extra effort to maintain a relationship with. Many CRM systems now enable users to analyse the quality of leads that are put into the system, and in turn decide whether they are high or low priority leads through the following factors: income, budget, timeline and engagement.

3. Careful organisation and security of customer info

As said above, the large variety of platforms and strategies through which you get your customers is indeed helpful for the business, but this abundance of data also poses a challenge in terms of organisation and security. To remedy this, real estate CRM lets you store all pertinent customer information in secure files. You can even choose from different types of security, like role-based, record-based or field level. 

4. Digitise sales and marketing

As part of maintaining your relationship with leads, constant follow ups and contact with your clients are a must. With real estate CRM, you can automate the distribution of your messages and other marketing materials so you won’t have to worry about forgetting to send one at any time.

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