What is the “Right Type” of CRM for a Real Estate Sales Professional?

As real estate sales professionals, so much of what we do on a daily basis is carried out online, largely through email. Gone are the days of time-consuming phone calls, and emails that take seconds to send have become the norm. With the barrage of daily messages sent to clients, lenders, inspectors, lawyers, builders, etc., sometimes it can be tricky keeping track of all interactions.

This is where a customer relationship management (CRM) tool comes into play. These systems have come to play an increasingly important role in the everyday workflow of many real estate sales professionals, and for good reason. The ability to track and automate tasks, without the fear of duplicate or miss tasks, coupled with the ability to easily connect with others in the real estate industry, has made CRMs vital tools for those of us with heavy workloads.

However, with so many different CRMs on offer, it can be tough to decide which is best suited to you, or really, the real estate industry as a whole. So, what is the right type of CRM for a real estate sales professional? Here are a few key capabilities to look for:

• Engagement/transaction management. One of the most important capabilities needs to be tracking interactions. Recording documents, client information, email correspondence, etc., gives you the ability to access whatever you need, right as you require it. This saves a great deal of time and hassle. This also helps to prevent missed or duplicated messages. Think of it as an easily searchable online filing cabinet.
• Client management. Once contacts are imported, the above transaction management becomes easy. In addition to that is the added bonus of lead nurturing made easy. Client information included here makes personalizing every interaction a breeze, and gives you the ability to automate email updates and alerts to keep in touch, thus boosting that client’s perception of your brand, and therefore your overall image and reputation.
• Activity management/scheduling. A calendar system is great on its own (and an invaluable necessity), but as part of a CRM it makes cross-checking and scheduling easy. Make sure this feature is included - it is essential.
• Real estate specific capabilities. A regular CRM is great for customer management, but one that also gives you the ability to access real estate specific information (property detail reports or neighbourhood demographics) on the go is even better. Also, electronic form signing can help cut your time down significantly, reducing your back and forth, and again making everything that much more accessible.

So, which CRM is the right type for a real estate sales professional? We will leave it up to you to decide, but just make sure that the one you ultimately choose includes all of the above - going without just doesn’t need to be an option anymore.

For more about the perfect CRM for real estate sales professionals, one that accomplishes everything you need it to, call ViMO today at 1 855 999 8466 (VIMO).