Real estate agents are often incredibly busy juggling a large number of clients and potential leads at once. So, as you work to grow your customer base, what can you do to ensure that you’re not causing any gaps in communication on your way to success? That’s where real estate customer relationship management systems, also known as CRMs, can help.
CRMs help you keep your sales pipeline flowing so you can focus on your clients. Put simply, a CRM is an all-in-one platform that can help you with lead generation, lead management, workflows, and keeping track of the entire sales process. In this guide, you’ll learn about how using a CRM can benefit real estate agents.
What Is a CRM?
A CRM can help you scale your marketing efforts, including email marketing, drip campaigns, and overall lead nurturing, while simplifying your day-to-day activities. As an agent, you will deal with many different clients throughout your career, and a CRM can help you with the project management side of things while capturing information from everyone you’ve engaged with, including past clients, referrals, visitors who’ve entered information on your real estate website, or those who’ve asked you to reach out at an open house.
Benefits of Using a Real Estate CRM
In general, the primary reasons to use a CRM are to help you get more clients and make your job easier. Here are a few of the benefits of using a CRM:
1.Managing Real Estate Leads
Even though getting new leads is a positive thing for your business, following up with multiple leads at a time can be overwhelming. That’s why top producers use CRM solutions. Your CRM will allow you to keep track of when all your new leads have been contacted, which helps eliminate the possibility of losing a lead because you forgot to follow up or didn’t respond quickly enough. CRMs also typically include the ability to add an opt-in option to your website or landing page that feeds information directly into your CRM. That allows you to save time on the data entry process while following up with phone calls and email campaigns. With a CRM, you can also create visually stunning campaigns with email templates and automate reaching out to leads.
2. Organizing Client Information
It’s essential that you keep your database of clients well organized to ensure that you don’t lose out on timely opportunities. Luckily, CRMs offer streamlined, customizable solutions for storing useful information about your clients (such as contact management data like phone numbers and emails, purchase dates, or personal anecdotes). Using a CRM for your real estate business will save time, allowing you to focus on other aspects of your business, like improving your social media presence. It will also help alleviate the stress of administrative tasks such as manually updating and organizing client information.
3. Managing Marketing Campaigns
In real estate, marketing plays a huge role in your overall business strategy. Whether you’re just starting out or you’ve been working in the industry for decades, we can’t emphasize enough how crucial good marketing is. And when it comes to planning your marketing efforts, CRMs can help. You can use a CRM to schedule marketing campaigns and website updates, keeping your clients informed without spending too much time on these administrative tasks.
4. Tracking Potential Listings
Part of your job as a real estate agent is to keep up with the listings in your market. At a moment’s notice, you’ll want to know the general price that homes in your community are selling for as well as how long it takes for those houses to sell. A CRM can help by consolidating all the information found across various sites like Zillow into one easily accessible spot. Using a CRM can help keep you aware of what’s going on in your market so you can help your buyers find their dream home.
Many real estate agents find that using a CRM is a lifesaver. Pricing for CRMs can vary widely, so we recommend using the free trials offered by many to see how they work for you and your business. Start exploring CRMs today — your clients will thank you!