Real Estate: Getting the Most Out of CRM
As a real estate agent, have you ever thought about how to improve your data and customer management? Beyond CRM? That is, how to simplify these tasks as your business grows?
In the real estate industry, successfully managing customer communications and relationships is key to success. As well as managing transactions efficiently.
This is where a customer relationship management (CRM) system comes into play.
There are many possibilities that they offer us. But it is important to know the details for their best use. And, of course, to be able to put them to use based on our interests and customer requirements.
Continue reading and discover how to get the most out of these tools!
Advantages of a real estate CRM
In general terms, let’s start by discussing what its advantages are. In other words, why should we, as real estate agents, use a CRM?
Most CRMs on the market offer similar features. This is true when it comes to contact and relationship management. So the decision will likely come down to which one best suits your specific needs.
And well, the implementation of a CRM in the real estate sector offers numerous benefits. It improves the management of relationships with potential clients and streamlines transaction processes. All this while improving lead generation and follow-up strategies.
This should be the focus. So, how to take advantage of them?
Tips on How to Use CRM for Real Estate
1. Bring On The Contacts!
One of the most important things when getting started with a new CRM is building your database. This part can be time-consuming. But it does pay off in the long run. Here are some contact groups to consider:
- Leads
- Lenders
- Title Companies
- Home Inspectors
- Past Clients
- Current Clients
- Vendors
- Investors
- Renters
- Local Businesses
- Commercial Clients
- Real Estate Agents
2. Organize Them Contacts!
As you are bringing all the different contact groups in, don’t forget to properly organize them. Usually, the easiest way is to just apply a tag like “Client”. Which will make it easy for you. This, to locate any time, you might need to pull up a list of all your past and current clients.
3. Connect Emails & Calendars
This will save you a lot of time. Because your CRM system will automatically sync all interactions with your contacts and all your appointments. And you will never have to hunt this information down in your inbox anymore.
4. App Download!
It’s necessary to always have easy access to all the important information. So make sure the CRM of your choice has a good mobile app and install it right away.
5. Install Browser Extensions!
Nothing better than saving time on unnecessary data entry. The Nimble Prospector app plugs directly into Outlook. And Gmail and works anywhere on the internet.
So imagine just hovering over somebody’s name on Facebook. And not having to do anything else except click to add to your database! And easily find their contact info!
6. Dashboard Setup!
Having a customizable dashboard available to you every time you log into your CRM is priceless. You can display your calendar, your active deals, important contacts, all your tasks, etc.
7. The Contact Record is Your Oyster!
A CRM system is a contact database at its heart. So it’s important to ensure that once you open up somebody’s contact record. You will be able to find all the necessary information quickly. Make sure that you pick a CRM that allows for this type of customization.
8. Custom Fields!
This might sound like a daunting task. But it can be awesome once all is set up.
9. Select Your VIPs!
It’s all about saving time. So mark all your VIPs as important contacts so you can always pull them up when you need them. And find their contact info.
10. Log Them To-Do’s!
Put in some things from your to-do list. And make sure that you won’t forget about any of your tasks.
11. Workflows!
Pick a workflow from a template or create your own. Workflows will allow you to visualize at what stage your current deals are. And which need your attention to get closer to closing.
12. Automate It!
Automation is essential for any repeated process. As it saves a significant amount of time re-entering data, logging activities, and messaging contacts.
13. Segment Your Database!
The segmentation feature enables you to search across many data fields to help you organize your contacts into lists. Once organized, you can take bulk actions. Such as sending group messages and setting follow-up tasks.
14. Save Them Searches!
Saving your searches will make your life so much easier. Once you create a search that you think might be useful in the future. Like a segmented search based on a specific type of vendor in a specific location, save it!
15. Group Message!
Outreach to multiple people at once in a way that looks like a 1 on 1 message. Track the open and click rates and make adjustments until you are a group message pro. Create templates to save even more time.
How to Choose the Right CRM for Real Estate
Choosing the best CRM for real estate agents involves taking into account a few factors. These include ease of use, customization, scalability, and cost. It’s critical to choose a system that fits your specific needs.
This is true whether you’re looking for the best CRM for commercial real estate agents or individual real estate agents.
Let’s take Connekter as an example. First, it works with pre-qualified clients. That is, with clients who already know about its services. In addition, all the data is available in one place. Both things save resources and time.
Connekter is compatible with a wide range of CRMs. That use Zapier and lead routing for integrations. Some of the most notable CRMs include:
– HubSpot CRM
– Salesforce
– Zoho CRM
– Pipedrive
– Copper
– Insightly
It also takes care of directing leads to the client itself. Directly. This is achieved thanks to its data segmentation policy.
At Connekter, the data is grouped according to several criteria. They include location, budget, level of interest, etc. In this way, it matches specific clients according to their interests and your business’s proposals.
Ready to start improving the reach of your business? Contact our customer service today and explore for yourself everything we can help you with.
Extra resources:
- Automated Real Estate Marketing: What It Is & How to Do It Right. Read more…
- A Quick Guide To Real Estate CRM Systems: Use Cases, Benefits & Popular CRMs. Read more…
- How to Increase Leads by 50% With Interactive Lead Generation
- Learn more…
- Learn more…
