The term real estate agent CRM encompasses two essential concepts:
Discover the advantages and compare CRM solutions to choose the one that best suits your business:
The same information may be essential for different actors. A CRM solution answers all communication problems: it is above all a collaborative workspace that allows everyone to gain in productivity by relying on many functionalities. Overview.
Software vendors have designed modules that save time and productivity for real estate agents, builders, developers or asset managers.
An impressive set of features simplifies the daunting or error-prone tasks that real estate professionals encounter on a daily basis:
In a CRM software, you store all the information in a single place and it is accessible to your entire real estate network.
Each data subject has access to the same data: they are updated in real-time as soon as an employee updates them.
This also applies to your various contact files (sellers, buyers, etc.) and your documents.
Your entire document database is also centralised and accessible online: administrative documents, sales agreements, inventories, customisable letter templates, announcements, etc.
Salespeople and real estate agents have all the elements they need to work, even on the move.
All your contacts are grouped in a single database and can be updated by your employees. Thus, everyone has contact information, current contact position, etc.
Each real estate prospecting action is entered in the CRM. The sales representative knows what stage he is at with the prospect, and can effectively follow up with his customers.
Perfect knowledge of the customer represents the Holy Grail for any commercial activity: the more you know about his expectations, the more you personalise the real estate offer, the better you sell, the more you build loyalty.
By using the data collected on prospects in CRM, you can carry out targeted marketing actions, such as geolocated email campaigns for example.
Once prospects with business potential have been identified, their contacts are referred to the sales force so that they can focus their efforts on prospecting actions with a high probability of success, by personalising the relationship and customer interaction.
Everything is simplified in a CRM software: you generate your activity reports in a few clicks and you have a dashboard that allows you to make a progress report and receive customisable alerts.
In the table below, each software is summarised by its main benefit and companies targeted:
|Software||Main benefit||Companies targeted|
|Boston Logic Platform||Automation of business operations||Companies of all sizes|
|HubSpot CRM||Sales force automation||Companies of all sizes|
|Point2 Agent||Tools to streamline marketing||VSEs, SMEs|
Boston Logic Platform is a very powerful tool, yet intuitive and easy to use thanks to its modern interface. Boston Logic Platform is known for being able to adapt to the size and needs of any agency: from freelancers and small agencies to real estate networks and the MLS. In addition, it is a web-based CRM software. All you need is an internet connection to be able to access all of your documents and get to work!
Automate your business activity
The power of this software solution allows centralised marketing management of the sales forces in real-time. It is permanently connected to CRM, therefore users can manage the entire customer relationship themselves, saving precious time thanks to the features that automate reminders, follow-up, and sales reporting.
Main assets for productivity:
HubSpot CRM is one of the solid standards in the market. The solution is intended to be scalable and customisable for real estate businesses according to their size and needs. The solution is suitable for real estate developers and agencies thanks to its customization capabilities.
Automate your marketing actions
We notice interesting features integrated into the CRM to prospect: a visual dashboard to track in real-time your sales data and customer interactions such as through email, social media, or phone calls.
Campaign performance reports allow you to improve your messages, including identifying the channel through which the prospect is most receptive.
Solutions to customise your CRM software:
Point2 Agent is one of the most popular real estate CRM software solutions. This program gives you access to a large number of functions to optimise your real estate management. It's an online software, so your real estate advisors can connect anytime, anywhere and from any device!
In addition to the basic options of all real estate CRM, Point2Agent gives you the ability to create personalised marketing campaigns, centrally manage your emails and have technical support.
Collaborative work at the heart of success
There is no secret to operating a multi-site network. You just need a collaborative workspace, in other words, a CRM software with rich collaborative features. Point2Agent offers you all of these tools and more. Their collaborative work module adapts to all configurations, and the collaborative real estate agenda is synchronised in real-time.
Collaborative management and transaction:
The following errors express a lack of pragmatic procedures and the application of operational guidance.
The most common errors waste time for your entire organisation, significantly reduce productivity and result in loss of customers.
If you have any of the following signs, you should urgently use CRM software dedicated to real estate:
You are the only one who knows the needs of your real estate agency, we know that the offer of CRM programs for real estate management is huge. The best way to choose the perfect software for your business is to make real estate management software comparisons, so:
Have you ever used a commercial real estate CRM software? Share your experience with us!