Real Estate CRM Features
Real estate CRM software helps to manage property enquiries. It also allows you to track customer relationship management processes and automate data workflows. It is essential to choose a solution that will meet the needs of your business and help you achieve your goals.
A real estate crm typically has a lead management page where agents can capture leads from various sources and gather them in one system. It enables agents to assign leads to specific agents so that they can keep tabs on them and ping them frequently. This way, you can make more sales and increase your revenue.
With the help of real estate crm, agents can create and customize email templates that they can send to their clients. You can also track email opens and clicks so that you can improve your marketing campaigns.
The real estate crm software also offers a universal inbox that allows you to communicate with clients and customers regardless of their messaging channels. This will save you a lot of time because you won’t have to go to different accounts to check whether someone has responded.
Real estate crm allows you to monitor transaction progress through visually appealing charts and reports. You can also create filters so that you can get a clear picture of where your agency stands. For example, Spain-based real estate agency J’achete en Espagne used Pipedrive’s filters to manage incoming leads and ensure that their team members are always on the same page. They can also automatically schedule and share calendars so that they can discuss meeting times with leads or their clients. real estate crm features