Post by account_disabled on Feb 27, 2024 1:08:03 GMT -6
Choosing a good CRM for real estate is an important step towards the success of your business. It optimizes routine and service, and consequently contributes to customer relationships, boosting sales and improving results. The real estate market has been improving in recent years, investing in new technologies to make life easier for realtors and other real estate professionals. The main objectives of these investments are the search for process optimization, cost reduction and improvements in the customer experience. And one of the tools created based on these needs is real estate CRM. A CRM's main purpose is to manage customer relationships and when it comes to real estate, this resource is extremely important. Because it helps brokers and managers in their real estate routines, especially in their customer service. CRM can have several functionalities, the main and most common are customer registration, lead management, reminders, reports, purchase journey, etc… Find out how to choose the best CRM for real estate and learn about some essential functions of a good CRM, to improve your routine and make a difference in your sales. How to choose the best CRM for real estate: CRM for real estate agencies Identify your needs: Before choosing a CRM, you need to identify your real estate agency's needs and what challenges you have related to customer management. In other words, assess whether the real estate agency has difficulties managing leads, monitoring negotiations, creating efficient marketing strategies, whether the team of brokers is performing well… From there, you can define the main features you need in a CRM. Search for trusted suppliers: There are many CRM options on the market, but not all of them are aimed at the real estate sector and not all of them are reliable.
Therefore, when choosing a CRM, look for suppliers that have a good reputation, who are experts in the real estate market and who are credible. List the resources that each one offers: Analyze the features offered in the CRM, check if the platform has specific features for brokers and real estate agencies, such as integration with real estate portals, tour itinerary, customer interactions, task automation, etc… In other words, keep your priorities in mind and in your research make a list of the resources that each platform offers, checking whether they meet your needs. There's no point in the tool offering millions of features that you won't even use, right? Think Mexico WhatsApp Number about your daily life, whether those functions will be useful to you. After all, you will be investing your time and money in it, paying for something that will have no use is throwing money away. In fact, also consider whether the price is fair for the resources offered, to know if it is worth the investment. Get a free trial: The first step to choosing a good CRM is research. So give preference to platforms that offer a free trial period . This way you can use the tool and check its features and whether it really does what it promises. Consider the mobile/App experience for smartphones: We are tired of knowing that smartphones are gaining more and more space in people's lives. Many do not even have access to traditional computers and only connect to the internet via mobile devices. That's why you should consider the user experience on these devices. But what would that be? In short, the tool you choose must have a responsive application or website that works well on all devices, such as smartphones and tablets.
Prioritize those that have a real estate app, which is the easiest way for you to manage your CRM, as you can access it directly on your cell phone and anywhere. CRM application Website and other integrated tools: Check whether the CRM integrates with other tools you already use, such as databases with properties from developers (such as DWV Imóveis and Órulo), real estate portals , among others. And if you don't already have a real estate website, it's a good idea to choose a platform that includes a website, CRM, app and real estate system. Consider tools that have these additives and have everything you need in one place. This will save you a lot of time and bring great results for your business. CRM Plugin for Whatsapp: Having a CRM that is easy to access when you need it makes a big difference, after all, leaving it to record your services later means trusting that you will remember and have time to do so. At Tecimob , you will find the CRM plugin for WhatsApp as a differentiator, which allows you to record customer service, consult customer data, make notes and share properties directly through the WhatsApp Web tab itself. It saves time and increases agility that will make all the difference in your daily life. Customer profile and negotiation and sales history: A good real estate CRM needs to be able to create a customer profile, with notes, documents, conversation history, negotiations, properties they are interested in, etc… It is impossible to remember all the details of a negotiation, especially when you have dozens of clients. A CRM with a history of conversations and negotiations allows you to consult whenever you need important information about your client. Find out what proposals were made, how the sale is progressing, among others. It is worth mentioning that CRM Tecimob has a compatibility warning, that is, when you register a new property, which is compatible with the interests of a registered client, you will be notified, increasing your chances of sale.
Therefore, when choosing a CRM, look for suppliers that have a good reputation, who are experts in the real estate market and who are credible. List the resources that each one offers: Analyze the features offered in the CRM, check if the platform has specific features for brokers and real estate agencies, such as integration with real estate portals, tour itinerary, customer interactions, task automation, etc… In other words, keep your priorities in mind and in your research make a list of the resources that each platform offers, checking whether they meet your needs. There's no point in the tool offering millions of features that you won't even use, right? Think Mexico WhatsApp Number about your daily life, whether those functions will be useful to you. After all, you will be investing your time and money in it, paying for something that will have no use is throwing money away. In fact, also consider whether the price is fair for the resources offered, to know if it is worth the investment. Get a free trial: The first step to choosing a good CRM is research. So give preference to platforms that offer a free trial period . This way you can use the tool and check its features and whether it really does what it promises. Consider the mobile/App experience for smartphones: We are tired of knowing that smartphones are gaining more and more space in people's lives. Many do not even have access to traditional computers and only connect to the internet via mobile devices. That's why you should consider the user experience on these devices. But what would that be? In short, the tool you choose must have a responsive application or website that works well on all devices, such as smartphones and tablets.
Prioritize those that have a real estate app, which is the easiest way for you to manage your CRM, as you can access it directly on your cell phone and anywhere. CRM application Website and other integrated tools: Check whether the CRM integrates with other tools you already use, such as databases with properties from developers (such as DWV Imóveis and Órulo), real estate portals , among others. And if you don't already have a real estate website, it's a good idea to choose a platform that includes a website, CRM, app and real estate system. Consider tools that have these additives and have everything you need in one place. This will save you a lot of time and bring great results for your business. CRM Plugin for Whatsapp: Having a CRM that is easy to access when you need it makes a big difference, after all, leaving it to record your services later means trusting that you will remember and have time to do so. At Tecimob , you will find the CRM plugin for WhatsApp as a differentiator, which allows you to record customer service, consult customer data, make notes and share properties directly through the WhatsApp Web tab itself. It saves time and increases agility that will make all the difference in your daily life. Customer profile and negotiation and sales history: A good real estate CRM needs to be able to create a customer profile, with notes, documents, conversation history, negotiations, properties they are interested in, etc… It is impossible to remember all the details of a negotiation, especially when you have dozens of clients. A CRM with a history of conversations and negotiations allows you to consult whenever you need important information about your client. Find out what proposals were made, how the sale is progressing, among others. It is worth mentioning that CRM Tecimob has a compatibility warning, that is, when you register a new property, which is compatible with the interests of a registered client, you will be notified, increasing your chances of sale.