July 18 2018
So you think it is time to invest in a real estate CRM for your business, but you aren't sure what exactly to look for. It can be an intimidating process, but if you ask these 10 simple questions of each product you look at, you'll get the answers you need to make your choice. Remember that a real estate CRM should be able to help you in every facet of your business, and these questions address them all.
If the software is difficult to learn, you simply won't use it. What good is it to you then? Look for something that is easy to use and provides unlimited support.
As a busy real estate agent, not much of your time is spent at a desk. So if your real estate CRM is only functional on a computer, you won't get the most you can out of it. A real estate CRM that provides a mobile app lets you do all of your important business anywhere you need to.
If you have to manually enter all of these things, it is unlikely they will get done. Who has the time? Your real estate CRM should provide simple mass assignment of automated reminders.
The more information you have on a contact, the better your communication with them is going to be. A real estate CRM should provide you the ability to make notes, track email correspondence, use social media integration, and assign each contact a specific status so you know where they are at in your business pipeline.
You will always need some form of email marketing, but you won't always have the time to create it from a scratch. A good real estate CRM provides a monthly e-Newsletter for you to use.
One of the best ways to convert leads is to nurture them – and your real estate CRM should help you to do that. Look for pre-written nurture campaigns that you can customize as much or as little as you want, making that lead nurture process simple.
What good is all that email marketing if you can't see if it's working? A real estate CRM should provide campaign reporting statistics such as open rate, click through rate, and bounce rate, and who is opening and clicking. This will help you find hidden leads!
If you have put the work in to generate tons of leads, you don't want to then have to spend hours every week entering each one manually. Your real estate CRM should integrate with your lead-generating sources to capture leads automatically and assign them tasks as appropriate.
You need to see all of your active business at a glance, and your real estate CRM should provide that ability. This will keep you on track and let you know where your focus needs to be at any given time.
If you work on a team, you need a real estate CRM that will allow you to coordinate and share information as necessary. You need to stay organized and present a united front, but not have it add a lot to your workload. A real estate CRM should offer these capabilities without making you relearn the entire system.
There are many more questions you could ask, but these are a great starting point to see if a certain real estate CRM will meet all of your needs. These cover the basics that a good CRM should be able to help you with.
To view the original article, visit the IXACT Contact blog.
To learn how these features work together in a single CRM, join us on July 24 for a FREE webinar. We'll be taking a look at the newly redesigned IXACT Contact CRM. Come see what this next-generation CRM can do for your bottom line!