In real estate and in business your database is everything. From keeping in touch with past clients to managing new relationships. Your business needs to be running on best-in-class solutions and your Customer Relationship Management (CRM) system is the most important ONE.
Having a real estate focused CRM helps you manage both leads and clients. A CRM should be a daily used tool for real estate agents and brokerages to stay on top of follow-up tasks and client management with easy-to-use features like task lists, text and email capabilities, reporting, and marketing and communication automation.
Which CRM is best?
The CRM industry is giant. There are a lot of choices for real estate professionals and brokerages to sift through. We have a team of product specialists dedicated to exploring new solutions and providing best-in-class varying solutions to our network. However, you still need to decide which one is best for you and you can do this by exploring your business’s needs.
The following questions will have you diving into your business process and goals to identify your learning style, your tech-savviness, and how you generate new business so that you can feel confident picking a solution that provides what you need.
- Rate your technical capability level? On a scale of 1-10 if you are below a 6, you will want to make sure the CRM offers the support and training you need to make the system work for you. This doesn’t include one-time set up assistance you will need ongoing help with your most important business system.
- How do you generate new business? If most of your business is referrals through past clients and your sphere of influence then look for a system that compliments that. You’ll want something with advanced marketing capabilities. This might be emails and newsletters, drip campaigns, social media and blog connections as well as a content library of some sort. Focus on how your system will work to keep you top of mind, so referrals keep coming in!
- What are your systems for lead sources? You might have third party paid lead sources or you might be looking to set aside a nice advertising budget through your CRM. Either way, you’re going to want your leads to flow into your CRM. Here you’re looking for a CRM with integrations to your favorite lead sources and/or features like lead growth tools and facebook and google ad partners.
- What is your preferred user experience? Desktop Application, web-based, mobile, tablet? The user experience is going to be a part of your daily routine so making sure the CRM is offered in your preferred way to conduct business should come as a high priority. I think a CRM app is a game-charger and almost a must for 2022.
Once you’ve compiled your must-haves, nice-to haves and no-goes you’re ready to hit the market and find a CRM that fits your needs and your budget.
If you’re in need of recommendations, here is a list of our best of for 2022.
Best for Lead Management: BoomTown ROI
Expert Lead generation and intelligent lead management system with follow up triggers, success assurance programs and lead follow up plans and checklists.
Best for Network Marketing: iXact CRM
Built in email marketing platform, automated social media content services, integrated blog, with lead capture.
Best for Lead Growth: CINC Pro
A lead growth system that will fill your pipeline – and keep it full – with tools designed to generate hyper-targeted, perfect-fit leads.
Best for Customer Support: ONE Suite
Dedicated staff of ONE Support customer success agents available via phone, chat, and zoom including a library of over 100 recorded product trainings and written tutorial documents.
Best for Mobile App: ONE Suite
Simple to use on-the-go lead generation and contact management app with seamless desktop integration for additional features.
Realty ONE Group offers Real Estate Professionals 100% Commission AND the best training, support, technology, and tools in the industry! Learn more on how you can grow your business with Realty ONE Group!