Blog · June 1, 2018

5 Best Features of Real Estate CRM Software

Real estate is a competitive industry with many agents vying for their shares of the profits. Because clients are everything and determine the success or failure of a real estate agent, it is crucial that one uses all means at his/her disposal to gain an advantage. This is why real estate customer relationship management (CRM) software has become popular.

This type of software manages customer information and the interactions with potential and current customers. If you are a real estate agent and have not implemented CRM software into your business plan, below are features of most applications what will help you in your work.

1. Salesforce automation systems

A typical feature of a Real estate CRM software is a salesforce automation system. This automated information system is used for collecting, organizing, storing and communicating customer information. The system is able to work through the sales cycles starting from the initial entering of the potential client’s information to the conversion to actual client. Real estate CRM employs a contact manager to automate the tracking of the customer by obtaining client contact information such as names, emails, phone numbers, and addresses.

Real estate CRM is also capable of tracking the customer’s history in regards to sales with the ultimate goal of retaining the client for a long period of time. The system works with all departments to prevent duplicate contact between real estate agents and their clients. This will prevent the pestering of clients that have already been contacted as of late.

2. Marketing automation software

In order to make the overall real estate marketing process more effective, the CRM software has an integrated marketing automation platform. The platform is designed to automate repetitive tasks by managing effective marketing on multiple channels. Such channels include emails, websites, and social media.

One of the uses of the marketing software is to send automated real estate marketing emails and newsletters to clients or post marketing information and newsletters on social media for potential clients to see. This strategy will improve customer retention and turn prospective clients into actual clients.

3. Customer data analysis

Customer data analysis is an essential feature of CRM software. The analytics helps real estate managers to make decisions as it will give them more insights regarding their clients’ interests. This involves the use of data mining, organization, analysis, and pattern recognition to interpret client data.

Real estate CRM software can be used to analyze a client’s buying behavior. With the results of analyses, the real estate agent could conduct a survey in order to dig deep into the client’s buying habits and receive information on how to service him/her best.

4. Customer service automation

Customer service technology is a vital part of CRM software. The service supports clients through many channels such as telephone calls, emailing, and social media. For an effective and efficient customer support process, the service has to be automated.

An automated customer service will allow the real estate agent to swiftly respond to customer queries and establish solid customer satisfaction and trust. It will make the client feel valued and appreciated, maximizing the chances of them wanting to business with the company. With this service in place, the agent will be able to convert potential clients to active clients and retain them for a long period of time.

5. Mobile compatibility

CRM software mobile compatibility is an impressive IXACT real estate CRM software feature. CRM software is not only compatible with computers, but also different mobile versions such as smartphones and tablets with Android, iOS, and Windows.

The mobile compatibility offers the agents the opportunity of managing their business conveniently, whether from the office, home, or the field. With the mobile interface, real estate agents will be able to manage their time effectively and satisfy customer needs anytime, anywhere.