Real estate crm and marketing features
The best real estate crm software lets you capture and consolidate customer information from different sources including contact forms, website enquiries, email interactions and phone calls. This centralised data helps in creating detailed customer profiles that can be accessed by team members. It allows for quick lead analysis and assigning to suitable agents. It also helps in scheduling appointments and synchronizing calendars across communication platforms. It also lets you create and share Market Snapshot(r) reports with prospective home buyers.
Modern real estate CRMs also offer visualised sales pipelines that let you track what stage of the buying journey your customers are in. These pipelines can be customised to suit your real estate agency’s business processes and goals. They can include predefined criteria for filtering leads to target a particular type of buyer or property requirements. The CRM can also help you to set up workflows that automate and streamline specific tasks for certain business stages like contract approvals or contract renewals.
Real estate CRMs are also equipped with tools for improving customer service experiences and boosting business revenue. It is important to provide excellent customer support in order to build trust with customers. This can be achieved by offering them solutions and answering their queries immediately. This can be done by offering a live chat or by responding to their emails. CRMs also have built-in email automation tools for generating automated messages and sending them to leads when their status changes or after their property requirements are met. real estate crm and marketing features