4 Useful Features in Customer Relationship Management Software

Being a real estate agent is one of the most competitive occupations in the world with everyone vying to buy and sell on behalf of clients and enjoy their piece of the profits As a result, you need to find any way possible to gain an advantage over your competition. This will make you stand out above the rest as the clear and obvious choice for any real estate needs.

Plenty of real estate agents are turning to the use of CRM software. These types of applications help to manage customer data and interactions with past and future clients with the main goal of improving relationships that potentially lead to increased profits. While real estate CRM software applications share similarities, some are better than others. Below are 4 must-have features of real estate CRM software and ways it can give you an advantage over your competition.

1. Mobile functionality

Real estate is a business, and businesses need to have as many clients as possible to earn profits. Mobility and the ability of clients to reach their real estate agent anywhere, anytime is crucial as many people will move on to another representative if they cannot reach him/her in a timely manner.

CRM software provides the platform for useful interactions between you and your clients and as a result it is an important part of your success. With the software, your clients can make transactions remotely and most importantly, you are able to check messages that they have left no matter where you are. This provides you the opportunity to return his/her call or message as soon as possible, allowing you to help and making him/her feel appreciated and valued as a client.

2. Data intelligence

As a real estate agent, you have enough tasks to worry about such as writing listings, scheduling showings, and closing deals. You need a method of having all of the data you need right at your fingertips for easy access for when potential clients are making inquiries. Luckily, CRM software can offer this.

CRM software can organize all listings available and apply filters to quickly find whatever information you need. For example, if a potential client calls and only wants listings with 4 bedrooms, you can easily bring up the ones that match this request. The CRM software can also effectively mine information so you can initiate marketing campaigns that target specific groups and areas.

3. Contact tracking

Contact tracking is a key feature that a good CRM needs to have. A real estate agent needs to track all the sent and incoming calls and messages to and from the client. Without it, an agent will not know when a client was last contacted and neglect them or contact them too much resulting in the client feeling harassed.

Real estate CRM software is able to keep accurate records of when a client was contacted and when he/she contacted the agent. Email tracking can easily be integrated with all major email hosts. Automation can also be initiated, allowing the agent to send out automatic emails and messages on sale anniversaries and birthdays. The automation process is also helpful when starting campaigns, allowing you to focus on other tasks.

4. Integration

Real estate CRM software needs to be entirely integrated to allow smooth and problem-free transactions with clients. Otherwise, your business comes across as not very professional and frustrated clients may choose to give their business to your competition instead.

It is indeed easier for most real estate agents to work with synchronized services involving email, accounting, and marketing processes. All real estate CRM applications worth your consideration offer a user-friendly platform that will allow you to integrate it with the most popular software available, allowing you to carry out your business transactions in a timely and efficient manner.