Best Real Estate CRM
CRM designed for real estate
A CRM solution for developers, builders, brokers, and Realtors Tech professionals!
Ragini M20/12/20233 min reading time
Why is CRM crucial for realtors?
In real estate, trust is key. About 81% of new property sales come from referrals – be it from existing contacts, past clients, family, friends, or relatives. Real estate transactions involve a lengthy process with numerous follow-ups and negotiations. To streamline these tasks, realtors can benefit from using CRM software. It helps you manage contacts, schedule tasks, track pipelines, and stay organized, ultimately fostering successful relationships and closing deals more efficiently.
- Contact Management: Store and organize client information, including contact details, preferences, and transaction history
- Lead Management: Capture, track, and nurture leads through the sales pipeline
- Property Management: Keep a database of property listings including property details, images, and other relevant information
- Document Management: Upload and store important documents related to properties, transactions, and clients.
- Reporting and Analytics: Generate reports on sales performance, lead conversion rates, and other key metrics
- Automated Workflows: Automate routine tasks and processes, such as sending follow-up emails or assigning leads to specific agents
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"We want to be reachable on all channels for our customers.""
Raj Mishra, Head of Marketing
Raj Mishra, Head of MarketingStreamline Realtor Success
Automated lead management
- Efficient Property Sales: Implement a sophisticated system for quick automation of property sales.
- Seamless Processes: Manage lead capture, distribution, and conversions effortlessly.
- Timely Inquiry Responses: Ensure prompt responses to inquiries and automate lead qualification for smoother processes.
Diverse oppurtunity capture
- Comprehensive Inquiry Handling: Seize property inquiries from various channels, including website queries, social media, referrals, walk-in visits, and property marketplaces.
- Online and Offline Channels: Utilize opportunities from both online and offline sources.
- Dynamic Sales Funnel: Create a dynamic sales funnel by capitalizing on diverse lead sources.
Smart segmentation strategies
- Intelligent Categorization: Categorize potential home buyers based on property types, preferences, location, demographics, and financial status.
- Relevant Messaging: Utilize segmentation data for consistent and relevant messaging across communication platforms.
- Automated Responses: Implement automated responses on email, WhatsApp, and text messages for improved response times.
Enhance Realtor Efficiency
Effortless inventory management
- Real-Time Inventory Viewing: Agents can manage real estate inventory seamlessly with automated mapping, offering a real-time view of projects based on buyer preferences.
- Seamless Inventory Tracking: Stay organized by tracking and monitoring every project, listing, and property efficiently.
Streamlined property managment assembly line
- Design Custom Milestones: Build an assembly line for property management by creating custom milestones for each project.
- Efficient Meetings: Enhance productivity by planning and managing field agent meetings with precision.
Buyer action tracking and engagement
- Auto-update Opportunity Stages: Track buyer actions with auto-updated opportunity stages for each property.
- Personalized Nudges: Encourage buyer action through personalized nudges, fostering proactive engagement.
- Site-Visit Mapping: Program efficient site-visit mapping to enhance the overall buyer experience.
"We want to be reachable on all channels for our customers.""Raj Mishra, Head of Marketing
Raj Mishra, Head of MarketingMobilize Field Agents and Marketing
Empower field agents and marketing
- Integrated Mobile CRM: Equip field agents with a powerful Real Estate CRM Mobile App for enhanced productivity and automation.
- Smart Views for Planning: Utilize smart views to plan and prioritize field visits effectively.
- On-the-Go Updates: Enable field agents to update and add buyer inquiries on-the-go, ensuring real-time information.
Geo-fencing task management
- Geo-fence Tasks: Implement geo-fencing to track the location of field agents and optimize their site visit schedules
- Tracking and Reporting: Monitor field agent activities and generate funnel reports for comprehensive insights.
- 1-Click Connectivity: Enable 1-click text/call options for faster connectivity rates with clients.
Drip marketing and lead nurturing
- Automated Lead Nurturing: Create workflows for lead nurturing through email, SMS, and WhatsApp, tailoring messages based on lead profiles and sales funnel stages.
- WhatsApp Marketing: Reach prospective buyers on WhatsApp with autoresponders, delivery/read receipts, messaging templates, and media sharing capabilities.
- Email Marketing: Conduct bulk or targeted email campaigns, tracking opens, link clicks, and optimizing campaign timing through A/B testing.
Detailed performance insights
- Team and Channel-Wise Analysis: Gain in-depth insights into team and channel performance for strategic decision-making.
- Key Metric Tracking: Track essential metrics such as calls connected, inquiry-to-conversion ratio, and more.
- Predictive Analytics: Predict lead-to-conversion ratios and anticipate business metric trends for proactive decision-making.