A real estate CRM is a powerful tool to aid your business by keeping your customer data organized. It will allow you to streamline your client management and sales processes and will assist in building relationships, growing your firm and boosting revenues. CRMs can be integrated with other digital tools in a company to boost customer service, marketing, and revenue growth. The reports you generate via a real estate crm will provide the metrics needed to examine business progress and make adjustments accordingly.

A good real estate crm and marketing features will include a way of managing leads from different channels – email, phone, social media, etc. Having all the customer information in one place will help you follow up with leads more efficiently and keep them engaged. Additionally, a well-built real estate crm will have pre-designed email campaigns for selected customers, a way to send newsletters, and also have an easy-to-use email platform.

CRMs will help you manage your client pipeline with features that support commercial real estate, tenant management, capital markets, development projects and more. These platforms can also help you track the progress of a deal and its outcome. Many real estate CRMs have approval workflows that align with your business process by forcing agents to gather certain documents, submit required pieces of information, or wait for sign-off from a manager before moving forward with a contract. This will save you time and ensure that your contracts are processed quickly and accurately. real estate crm and marketing features