Ultimate Guide to Real Estate CRM

Ultimate Guide to Real Estate CRM

With the rise of population and thanks to the internet, the scope of business is constantly expanding. These days, you can sit in your office and serve customers all around the world. 

This all means one thing: a huge number of clients and customers to deal with. 

The real estate business has always been about people. With CRM you have the tools you need to manage relationships and succeed. 

What is CRM

Customer Relationship Management or CRM is a system or software that allows you to manage the flow of leads and their contact information. People often use email or spreadsheets to keep track, but things can get piled up and very slow. 

A CRM software will help you organize, remember and track effectively. 

A lot of businesses these days are in desperate need of CRM but in real estate, the need for a CRM is probably the biggest.

Why do you need a CRM?

A CRM will provide you with the following benefits

  • Better organization

Customers are organized in different categories, and it is easy to find and contact them later on.

  • Templates and reminders

Agents can create events and set reminders for them. Reminders will help you keep track of leads that you have dealt with before. Old customers are as important as new customers, if not more.

  • Shared information

Client information becomes easier to locate and share between different member of your real estate office. Assign tasks effectively to the members of your team, and make sure every client gets the service required ASAP. 

  • Catch all leads

With a suitable CRM system, the chances of losing customers are very low. Companies and offices that have a lot of customers contacting them may suffer from losing leads. These days, if customers don’t get what they want quickly, they will move on to your competitor. 

  • Know your numbers

In this crazy fast business environment, there are no marketing strategies that work best for everyone. So it is the job of your marketing team to develop new approaches, according to the needs of your clients. 

Real estate trends vary from time to time. Your CRM software will give you the chance to keep valuable stats from your customer flow, so you can decide your next move. 

How does WPL CRM Help?

WPL CRM will help you :

  • Capture leads through various online forms
  • Gather the necessary information about them
  • Monitor their online activity (shows login history, list of visited properties and list of saved searches through APS add-on).
  • Gives you the authority to distribute roles in the system

It also includes:

  • Advanced form creator for managing contacts and requests
  • Administrators can adjust privacy, control and access levels
  • Outstanding user experience with the integrated user interface
  • Event Management and Reminder System
  • Advanced search filters for finding contacts, requests and much more
  • Ability to sell real estate CRM features through Membership Add-on
  • Support for unlimited agents and contacts

The list goes on! You can also sync contacts with Zoho CRM

To learn more about WPL CRM, Check out this video:

Real Estate CRM

Bottom Line

Real estate CRM is the key to survival for companies with growing number of clients and customers. Real estate agents are probably at the top of the list of those who need this service. Naturally, they deal with a lot of leads. The bottom line is that you cannot rely on emails and spreadsheets for long, and you need a system which can organize and track effectively. 

Realtyna’s WPL CRM is designed to save you time and take your business to the next level. 

To learn how you can turn leads into sales, check out Converting Leads with CRM 

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The opinions or information expressed in this article are those of the author and do not necessarily reflect the official views, policy, or position of Realtyna. The information on Realtyna’s Website is general, for informational purposes only, and is not to be relied upon or interpreted as real estate, legal, accounting, or other professional advice or a substitute. Please discuss anything related to the certification process, professional advice or legal procedures with your MLS providers.

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