The Features You Need From a CRM for Real Estate
Real estate businesses have their unique requirements and often rely on frequent communication with their clients.
Having features that enable clearer, faster interactions is a top priority.
A CRM for real estate should focus on meeting the needs of both the business and clients, with extra attention to security and building client relationships.
Real estate businesses succeed by connecting the right people to the right property.
The best CRM for real estate will let you collect client information, such as budget, timeframe, preferred locations, so you can build a comprehensive customer profile and find the most relevant properties for each customer.
You can also integrate inquiries, interactions, and transactions to ensure customers are properly managed through these activities.
Real estate CRMs let you collect and organize important property information and manage transactions. Project management features help you create checklists, upload documents, and share critical information to keep your process organized.
Handling multiple leads at a time at different platforms is a double-edged sword. If you commit a mistake, you can lose out on each lead.
Real estate CRMs collate leads from all channels — be it email, phone calls, SMS, or social media — into one platform and let you communicate with each from one place to ensure they are all nurtured.
Realtors monitor sales pipelines for opportunities of closing more deals. It can be challenging to remember every potential client’s activity — and that’s where a real estate CRM comes in.
The ideal CRM for real estate has lead generation, lead nurturing, and lead management features that guide agents on how to move leads down the pipeline, from their first website visit to closing deals.
Manage client communications from one place using your real estate CRM. Follow up with clients, keep leads moving, and close more deals using meeting schedulers, automated messages, and reminders.
Tailor marketing campaigns with a CRM-driven approach. Using your CRM data and email segmentation, elevate customer experiences by sending personalized emails and targeted digital marketing campaigns.
Reporting and Data Analysis
See what’s working by tracking your metrics on reporting dashboards. Get up-to-the-minute reports of your sales activity and performance to determine what you need to reach your quota.
Choosing the Right CRM for Real Estate
Like finding the right house for your clients, choosing the best real estate CRM depends on your business's unique needs.
Many CRM solutions are available in the market, but not all are suitable for real estate functions. Examine your company’s needs and priorities before choosing a real estate CRM. Here are some criteria to consider when evaluating a CRM solution.
Time is money in the real estate industry. Choose a real estate CRM that’s intuitive and straightforward — one that does not require weeks of training to learn and deploy.
HubSpot is easy to use. Get started in three minutes or less.
Built-In Marketing Tools
The right CRM for real estate helps with marketing and lead generation.
You can set up social, ad, and email campaigns all under one roof with HubSpot’s Marketing Hub.
Compatible With Other Software
Many real estate professionals rely on other software to complete their work. Thus, when choosing a CRM for real estate, look for an open API that easily integrates with other apps.
HubSpot connects to 1000+ apps — your favorite tools are definitely on the list.
Secure and Mobile
Working in real estate means constantly being on the go. Thus, your CRM should also be accessible from anywhere. Cloud CRMs have desktop and mobile options that let you access the data you need in real-time.
When looking at cloud CRM solutions, remember to check for security features to ensure your data is safe.
You can securely access HubSpot's cloud-based CRM software on iOS and Android mobile apps.
When looking for a real estate CRM, think ahead. Choose a CRM that can grow with your real estate agency. Your team will not need to relearn tools after every few years. And you won't have to migrate or move your data elsewhere.