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HomeReal EstateReal Estate CRM: Everything You Need to Know

Real Estate CRM: Everything You Need to Know

Being a realtor is tough. The chances are that you are extremely busy and have trouble juggling between multiple clients and dealing with daily chaos. This is why CRM for Real Estate has emerged as the ultimate solution for real estate agents.

Instead of relying on insipid spreadsheets, it is a good idea to use CRM software. It has proven to be a complete game-changer. If you want to increase your efficiency and productivity levels, you have to give it a try. 

As your real estate agency grows, you will need to be able to manage a massive contact list. Your focus should be on closing deals, not going through spreadsheets. This post takes a close look at everything you can need to know about CRM for real estate to make the most of it.

1. Smart Lead Segmentation

One of the key features of real estate CRM is smart lead segmentation. When dealing with countless inquiries and listings, it can be difficult to meet your priorities. This is where segmentation comes in handy. It is a true life-saver. 

CRM software breaks down the leads according to the specified parameters as mentioned below.

  • Budget
  • Area
  • Time Required for Buying/ Selling
  • Pre-Approval Status

By taking advantage of the feature, you get to close deals sooner than anticipated. Use the bird’s eye view of each lead from a single place.

2. Automated Follow-Up Capabilities

The CRM you select for your real estate business should also offer automated follow-up capabilities. Since you are likely to spend a ton of time following people, it is vital that you automate the work to save time. 

A portion of the follow-ups can be automated so that you can focus on making important calls. We live in the Relationship Era, and it is due to this reason that realtors have to make human connections to stay on top of their game. 

The best thing about the software is that it would personalize automated communications for ensuring that you do not sound robotic. Utilize the follow-up templates to keep emails flowing.

3. Robust Touch-Point Tracking

A critical CRM feature that you need to know about is robust touch-point tracking. Successful realtors know that they have to treat clients as individuals to build a profitable relationship.

Touch-points like meetings and calls are integral for providing clients personalized service.  To ensure that that manual data entry and other tasks are handled for increasing focus on points of contact, you get to use the CRM for automating work.

The following are some of the points of contact that would be covered.

  • Proposals
  • Shared Documents
  • Meetings
  • Calls
  • Emails

A complete profile will be created for each lead so that you can keep track to close deals and find ways to improve customer experience.

4. Notifications and Reminders

Since realtors are very busy, they can easily lose track of meetings or calls. The CRM tool should serve as the digital to-do list. Features like automated reminders for meetings and calls help ensure that you do not flake on meetings. 

Besides one-off reminders, you can also set up recurring tasks. It is a useful feature that sets a consistent timetable for following up with leads. The tool will create a comprehensive calendar for you so that you can schedule your entire day.

5. Third-Party Integrations

Next, you also require the CRM solution to offer third-party integrations. As you are likely to be using plenty of third-party tools for running your real estate business, you need software that streamlines everything through integrations.

The main purpose of CRM is to make your life a lot easier. With seamless integrations, you get to spend less time juggling between different tools. For instance, if you are using MailChimp, you should be able to integrate it with the CRM to make the most of the system.  

6. Easy Access to the Existing List

The CRM tool can also be used for accessing the existing list. In addition to wrangling new leads, you have to ensure that you continue to invest in strengthening existing relationships. Ditch the spreadsheet and use the tool for easy uploading of current client data.

Once the list has been uploaded, it would populate the system and merge duplicate leads for saving precious time and improving efficiency. 

7. Robust Reporting

The secret to superior decision-making is robust reporting. This is where the CRM software for real estate truly shines. Real estate agents swim in a sea of data and do not know how to make sense of it. 

Reporting helps visualize client data so that you can easily digest it. You also get to better understand the financial situation of clients and their revenue goals to provide them with the best service. 

8. Mobile Functionality 

The CRM also needs to have mobile functionality to ensure that you can use it on the go. As a realtor, you are likely to have a busy schedule and struggle with meeting customer expectations. 

Mobile functionality allows you to access vital information remotely and perform work while you commute from one open house to the next. Take notes, collect lead information, and generate reports using your smart devices to benefit from maximum freedom.

9. Low Learning Curve

When choosing CRM for real estate, you also need to find that it is relatively easy to learn. Trying to learn how to use new software when on a time-crunch is tough. Therefore, you have to go with a tool that has a low learning curve. 

Understand your needs and what the software has to provide to ensure that you choose the right solution. It will enable you to stay organized and streamline communication like never before. 


After you have gone over our post, you will know how CRM can help your real estate business. The secret to succeeding is innovation. You have to upgrade your practices to grow.

From smart lead segmentation to a low learning curve, we have mentioned what to look for in a tool. Each capability will help take your real estate agency to new heights. 

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