A feature-rich real estate crm automates tasks, facilitates seamless communication and enables business growth. It also enables efficient client pipeline management.
CRM technology combines lead information into comprehensive customer profiles that include contact details, property preferences and communication history. This helps you nurture leads efficiently and provide exceptional customer service.
Sales Pipeline Management
Top real estate CRMs feature a smart pipeline management system that allows you to visualize your sales funnel and identify the stages of deals. They also help you to keep track of property details and calculate net commissions. These CRMs offer mobile apps and a variety of other functionality, including lead management, follow-up tools, and email marketing.
Follow Up Boss is a powerful real estate CRM that helps you keep your real estate sales process organized. Its organized pipeline lets you ping leads regularly to keep them engaged. Its lead management page contains a list of prospects, and you can move them to the next stage with one click.
Another real estate-specific crm is Buildout CRM, which offers a number of useful features. It supports commercial and residential properties and streamlines deal tracking, communication, and document management. It also offers a number of other valuable tools like a client portal and an MLS integration.
Deal Monitoring
Deal monitoring is a crucial aspect of a real estate property crm as it allows salespeople to keep a bird’s eye view on their pipeline and improve bridal levels. It provides a chronological schedule of each customer interaction and enables teams to customize their sales pipe stages.
A good property crm will also enable managers and each of the real estate agents to filter their deals based on the leads acquisition channel, create date and many other parameters. This saves time and ensures the team only sees their own deals.
A useful real estate property crm feature is a calendar integration that synchronizes contacts, meetings and other tasks and lets users log calls and emails with clients so they never lose track of important communications.
Dashboards & Reports
Many people confuse dashboards and reports as they look similar, but the difference lies in the kind of data that is collected. While a dashboard uses visuals like tables, charts and graphs to explore a wider range of data points to give a 360deg view of reality, a report tends to focus on a specific topic or area of the business.
Property CRMs help streamline management tasks by providing a central hub to manage client lists, prioritize leads, and schedule calls, emails, and meetings. Close, for example, offers two-way email sync, built-in calling and SMS, and the ability to search and find prospects in a single place.
Other key features to look for include the capability to track resident feedback and create property teaser brochures. This helps real estate agents and managers to stay on top of prospect responses and ensures that potential tenants receive the best experience.
Smart Managers
Property management CRMs help rental managers manage daily interactions with residents and prospects. From completing maintenance requests to signing new leases, CRM software helps you coordinate and expedite your workflow, improving response times and overall efficiency.
Managing current residents and prospecting for new ones can be time-consuming. With a real estate CRM, you can automate the process by tracking and storing all your resident data in one place. This eliminates the need for tedious paperwork and streamlines communication between staff members, tenants, and prospective renters.
Another important feature for property managers is the ability to synchronize calendars with your CRM. This allows you to see available windows for calls with clients in your day-to-day schedule. You can also prioritize leads based on their level of activity or prequalification parameters.
Automation
Real estate CRM software automates important tasks such as rent collection, leasing, and renewal processes. This allows your team to focus more on property management and marketing.
Property database software also simplifies tasks such as finding properties for clients and sending them a Property Teaser brochure. You can also track calls and emails with prospects from this tool.
A good property crm is a robust sales automation tool that helps you track your prospects’ activities, communicate with them through email, text, and phone, and log critical transaction documents. It also enables you to create a sales pipeline and visualize your progress with it. Moreover, it has tools that help you identify your priority clients and track their progression. Some property crms even allow you to send automated email campaigns to your leads and prospects.property crm features