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blog | October 25, 2017

Real Estate CRM: What You Could Be Missing

As a real estate professional, customer relationship management (CRM) software can be an invaluable tool for your business. It can greatly help you manage day to day communications with...

By WorkWiseSoftware

As a real estate professional, customer relationship management (CRM) software can be an invaluable tool for your business. It can greatly help you manage day to day communications with clients, keep track of leads, as well as help you keep client and prospect data well organized. But could you be missing out on some functionalities that could take your real estate business to the next level?

Unfortunately, many people are only brushing the surface of what their CRM solution can do for their business. As a result, they may miss out on opportunities and become overwhelmed with managing their CRM instead of focusing on their leads. If you want to unlock the true potential of CRM for your real estate business, review your workflow to see if you might fall into one or more of the following categories.

You’re Not Incorporating Properties

Incorporating all of your properties into your CRM software provides a single source for all information about each listing. It also provides an additional method for segmenting your client list.

You can easily keep track of all parties relative to the transactions on the property as well as property events such as open houses and closing dates. Including photos relative to the property means that you can quickly showcase the property to interested parties with simply the click of a button.

You’re Not Personalizing Your Communications

When you keep accurate and complete data for everyone in your database, you can better understand the needs of your clients and as a result, can provide more meaningful communications.

Every property is not relevant to every person in your database, so segmenting your clients and potential clients based on property interests can help increase your response rates. Using that segmentation data also allows you to create custom workflows to help automate your communications— ultimately increasing your productivity.

You’re Not Syncing Your Calendar

As a realtor, your calendar plays a big role in your day to day activities. Syncing your CRM data to your calendar ensures that you have the most accurate dates and times for all events and activities relative to your clients, prospects, and properties. It also allows you to quickly and easily share information with colleagues to keep your business running smoothly.

You’re Not Integrating Your Data into Your Website

Your website is a valuable marketing tool that can help you expand your reach and grow your business. That’s why it is important it has the most up-to-date information about all of your properties. Integrating your CRM with your website ensures your website is always current. It also makes you more efficient and allows you to focus on clients rather than tedious website maintenance.

There is no doubt that a CRM solution is an asset in the real estate arena. If used to its fullest, it can provide you with a wealth of data that can help you leverage leads and drive revenue. It can also make you more efficient and allow you to prioritize your leads.

Don’t leave opportunities on the table by underusing your CRM—avoid these pitfalls to create an engine that fosters your relationships and delivers time and again.

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