Features to Look for in Real Estate CRM Software

Thanks to the rapid evolution of technology, real estate professionals now have access to digital tools that makes the job so much easier.

These include customer relationship management (CRM) software, which makes relationship management less of a time-consuming task. Ideally, the CRM software you should choose must be a “one-stop shop.”

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. Aside from improved productivity, a complete CRM solution can also make your job as a real estate broker more exciting.

In addition to saving you a great deal of time, a good real estate CRM software can also help with personalization. Remember that customers want to be treated well and feel important. With an effective broker CRM software, you’ll find it easier to deliver each client’s unique needs.

That being said, you might not be at all familiar with the features of a CRM tool. Perhaps it’s your first time using such a software or maybe you’re looking for something more efficient. Whichever is your case, the list below will guide you to must-have features of any CRM software for brokers.

Real Estate CRM Software for brokers

Lead Management

Lead management or contact management is arguably the most important feature of any CRM system, whether for brokers or other professions.

Particular to the real estate industry, lead management should allow you to manage all your contacts using various segregation categories.

For example, you should be able to classify between cold and warm leads. You should also have the capability to tag active/current and past clients, sorted by satisfaction level.

The lead management feature in your CRM software should also allow you to import external data and automatically capture leads from web forms and ads. Other critical lead management functions include lead segmentation based on source and type, as well as lead distribution among agents.

Email Tools

Email is easily one of the most important tools in real estate. Agents, recruiters, and brokers alike make use of email to design effective campaigns and stay in touch with clients.

As such, your preferred CRM software should have a robust email system with powerful tools. Among them are pre-designed drip campaigns, automation options, a wide selection of templates, and analytics. The latter is particularly important in gauging the success and effectiveness of your promotions.
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List Management

A good CRM software should have a good list management system. In particular, you should be able to create customized listings using various fields such as dates, deals, commissions, events, and offers.

Moreover, you should be able to easily monitor each listing and generate reports and other documents in relation to them. Ideally, the CRM tool should also have a place to consolidate all listings where you can summarize all the relevant details of each. This way, it’s easier for you to monitor the progress of every deal.

Mobile Capability

Real estate professionals are always on the go. Thus, the CRM software you choose should be capable of keeping up with your career’s fast-paced action.

Make sure that the tool is as mobile as you are. This can mean two things: either the software has a dedicated app or the web application has a mobile-responsive design.

There are certain advantages for each, but the bottomline is that you should be able to work and have access to vital information wherever you are. Something that you should definitely look at is if the CRM software allows you to download or forward documents and reports.

It’s also preferable if you can work offline and then just sync the data when you go online again. Compatibility with iOS and Android also matters, but most software these days already are.

Compatibility With Other Tools

As a busy real estate professional, it’s likely that you’re also using a host of other tools. Some examples include word processing and spreadsheet programs, cloud storage apps, and accounting software. The CRM software you choose should work seamlessly with the apps that you’re already using. It doesn’t have to be compatible with everything, but it should be able to integrate with the most commonly used tools.
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User Interface and User Experience

User interface and user experience (UI and UX) do not necessarily feature but, they’re also critical components of any CRM tool.

A well-designed UI and UX will ensure ease of use and navigation, making your job as easy and smooth as possible. Great UI and UX will also minimize the learning curve, which is important when you have team members who aren’t as tech-savvy.

Do note that these two elements work together. The design of the UI should aid in the UX, so that the CRM software can perform its function in the best and fastest way possible.

The real estate industry is more competitive than ever. For real estate professionals, CRM software can help pave the way for even greater success.

Refer to this list of features if you’re on the market for a customer relationship management tool to get the most suitable one for your needs.

Eunice Williams

Eunice Williams is a digital marketing professional based in United States. She enjoys connecting with people and hearing their stories. Outside of work, she is an avid reader and traveler who likes to observe how life is like outside the spaces she is familiar with.

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