Automate your Real Estate Business with CRM Software

Automate your Real Estate Business with CRM Software

Every process in the real estate business is aimed at one outcome, and that is ‘Finalizing a property sale’. It requires a lot of things to reach there including data entry, contact details that need to be entered in multiple systems, documents, and deals to track. For small real estate businesses, it is much easier to keep track of information about prospective clients, current clients, and your team. But, as they grow the data becomes critical as the leads may get scattered across websites, social media, and other platforms. In this way, customer’s valuable data like phone numbers, emails, and texts can get lost or be mismanaged. This major and important issue gives rise to the need for real estate CRM software. CRM software for real estate businesses can enable realtors to obtain, keep track, and manage leads and data more efficiently. 

CRM systems can automate your real estate business in many ways. It has made things much easier for real estate agents. 

Lead Management

Customers interact with your real estate business through various platforms such as social media, websites, apps, emails, and other software. CRM helps to keep track of all this data. It enables you to automatically keep all this info no matter on which platform a user is taking the desired action. The customer database continuously keeps on updating and it is accessible on CRM. CRM prioritizes the leads and helps in taking further actions like whom to call and whom to email. 

Listing Management

CRM software can remove the hustle out of managing property listings. CRM stores all of the data in one place and keeps all the data up to date regardless of where you source your listings. Having clients’ data and listing on a single platform makes it easy to automatically match clients with property listings based on specific customizable rules. It allows them to automatically send the required lead’s information.

Team Management

A CRM system goes beyond the limits to provide benefits of a project management software. It enables you to perform functions such as setting up to-do lists for your team members. It can also be integrated with a calendar such as Google Calendar, which helps you set up meetings and reminders. In this way, deadlines can easily be tracked as well as activities can be rescheduled in case required. 

Transaction Management

A CRM system enables you to manage all aspects of a transaction including documentation, transaction commissions, and automating transactions of each client specifically. 


If you are looking for CRM software for your real estate business, contact us.

Assess your business needs using our self-service portal. 

Self Service Portal