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4 Tips for Maximizing Your Real Estate CRM

If you’re reading this, you probably have a sneaking suspicion that you’re not getting all that you could be from your CRM software, and you’re probably right.

First of all, you’re to be commended for making use of a tool that is your best ally when it comes to increasing productivity and improving services. If your CRM is underutilized, you’re in good company. Research shows that 43% of CRM customers overall are using less than half of their software’s features, and it’s a pretty safe bet that the percentage is higher among real estate users.

With time at a premium, it can be challenging to choose the features that will be most useful to you, but the power of a CRM platform lies in its ability to tie together diverse aspects of your business to provide seamless functionality. Investing a bit of time on the front end will keep things running more efficiently going forward.

While CRM software helps you handle a variety of tasks and processes, perhaps its most useful function is in contact management. A good system will turn your contacts into relationships by assembling all relevant information and correspondence with each contact, creating a detailed story of the client and your interactions.

Beyond contact management, CRM platforms can help you to manage transactions by keeping track of critical dates and documents. Teams can stay informed, share updates, and track workflows in one central location.

Contact information can be integrated with scheduling. Appointments can be shared, and text or email alerts set up in advance. Teams can share weekly to-do lists and keep track of progress.

Marketing can be a breeze with a good CRM platform. The information you need is already assembled, allowing for quick creation of custom content in whatever format you need.

How can you get the most out of your real estate CRM? Look for these features, and use them. You don’t have to do it all at once, but the more features you incorporate, the more useful the system will become. The power of the CRM is in its integration.

Extensive Lead Information

Contact information should include detailed information on the client: personal details, location, property preferences, and information on past transactions can all be rolled into a complete picture of the person represented.

Intuitive Design

The CRM should match your needs. Some are designed for very large organizations and may have more horsepower than you need. Choose a platform that provides the functionality you need, without a lot of extras that will increase cost and also -very importantly- the learning curve.

Cloud Storage

This should be non-negotiable. Cloud-based CRM software is the only way to go. You avoid having to download or update the program, which is housed and maintained remotely. You have access to your account from any location and multiple devices, as do your clients and team members. And if your desktop computer crashes or your laptop is stolen, your data are safe and sound.

Seamless Integration

Your CRM should connect contact information with marketing and sales functions. The advantage of an all-in-one system is the ability to avoid redundancies. Make sure that your system is compatible with other important digital tools you use- even social media. This will put you ahead of more than 90% of CRM users right off the bat.

Basically, if you’re using CRM, good for you. Keep on doing what you do, and incorporate these tips to maximize your results.