Sales and Marketing
IT Service Management
Leverage an end-to-end, AI powered enterprise platform to unify customer experiences
Unify sales and marketing, understand your clients end-to-end, and deliver a smooth customer experience with Freshworks CRM, a real estate CRM that actually works.
Your real estate property clients have unique requirements while hunting for their perfect space.
To ensure a smooth customer experience for them, your realtors and marketing folks must not only understand their needs but must also be in sync at all times. But unfortunately, they can often be at loggerheads about ideal customer persona, lead quality, key campaigns, lead sources, revenue attribution, etc.
As a result, your prospects and customers hear two different voices from your company.
And to complicate it further, these teams also use different software to carry out their daily work and track data causing internal data silos and unorganized data. While your marketing teams have half the customer knowledge, your realtors know only the rest, and hardly the complete picture.
At the end of the day, your teams are in disagreement, the customer experience is broken, and you don’t have the clarity needed to make smart, revenue-boosting decisions.
Freshworks CRM (formerly Freshsales), with sales force and marketing automation, keeps your sales and marketing teams on the same page by showing the entire contact lifecycle, from click to close, on a single platform. You can now identify which source brings you the best quality leads, maximize your efforts, and attribute your ROI to the right source every time.
Gartner Magic Quadrant 2020 - Sales Force Automation
G2 Crowd CRM Software Leader 2020
GetApp Best Functionality & Features 2020
Capterra Top20 2020
Your real estate agents deal with multiple prospects at a time, each at different stages of closure. And most of your potential clients expect their realtors to act as advisors throughout the buying process. As your agents juggle multiple clients, properties, and tools, it becomes a struggle to get full context about the client’s requirements in a moment’s time.
A real estate CRM, such as Freshworks CRM, provides a unified view of all your clients, their ongoing deals, and interactions with your company on a single panel. The AI-powered assistant, Freddy, helps your agents prioritize prospects by ranking them based on their engagement with your business. Freddy also suggests the next best actions to take to drive conversations further. Knowing who are most interested, your agents can now view
And more contextual information that would enable personalized conversations to drive closure.
Learn more about unifying your contacts’ data
As a real estate company, you might have listings across the city or possibly the country. But each real estate project is unique in terms of location, features, pricing, and other offerings. Combining all your projects could lead to a crowded pipeline that clutters your view. It becomes difficult to prioritize, manage, and track these listings’ progress, and you could miss out on high-value deals.
A real estate CRM like Freshworks CRM allows you to create multiple pipelines based on your preference. The AI-powered assistant, Freddy, identifies and tags deals with “Likely-to-close,” “Trending,” “At-risk,” and “Gone cold” based on recent activities. This helps your real estate agents to prioritize their pipeline better.
You and your agents can get insights into every stage of the deal attached to a property, forecast sales, identify bottlenecks, and make decisions on where to focus your efforts better.
Find out how you can stay on top of your pipeline
As your company grows with the ever-expanding list of properties, you need a real estate CRM that grows with you. Freshworks CRM allows you to truly make it your own by creating custom modules—a dedicated space to capture and track information about your business solutions.
For example, as a real estate company, you could create a custom module for your property listings with each property’s description, pricing, discount structures, etc. As your properties grow, you could update this module, and it gives the status of each property. You could further tailor this module by
Your prospects may pour in from different channels. While some may browse through your website for properties and chat with your realtors, some may just fill-up a form or write an email asking for more information.
Manage prospects from different sources on a real estate CRM software, like Freshworks CRM, that automatically captures the clients’ information. Once the leads are captured, their social and public information are auto-enriched. Now your agents can directly jump into action, armed with the primary information they need.
Freshworks real estate CRM can also auto-assign your prospects to the right agent based on the geography, lead source, etc., in a fair and round-robin fashion. Now, you do not only get rid of manually assigning leads, but you can also boost your lead response time.
In a fluctuating and cluttered real estate market, how do you make an impact in the minds of your prospects and clients? You need to earn a loyal customer base. To do that, you have to constantly be in their minds (inbox, in the digital age) with impactful emails.
Freshworks CRM combines the power of marketing automation, contact management, and chat in a single, smart solution. Using marketing automation in Freshworks CRM, your marketing teams can
You can also segment contacts based on their behavior, geography, real estate markets, and more. With your contacts segmented, you can now craft and send email journeys to the right people, such as useful information on the mortgage market or the value of their home today or even thoughtful birthday messages.
Learn more about smart segments
How many times have you seen your marketing folks and sales agents perform the same tasks repeatedly? Whether it’s mailing buyer contracts, sending property flyers, or making follow-up calls for payments, timeliness and consistency are key. Freshworks CRM for real estate agents comes with automation capabilities allowing the system to
And more, while your realtors can spend more time selling properties.
See what else you can automate using our intelligent workflows
To make any critical decisions, you’ll need to know your team’s capability—top performers, targets vs. achieved, campaign performance, website traffic, etc. Knowing this helps you identify bottlenecks, find the reason for lost deals, or optimize your website.
Freshworks CRM software for real estate gives you real-time insights into business-critical metrics in a single dashboard and analyzes performance. You can also track the success of marketing nurture journeys, campaigns, their earnings, which client interaction is most profitable, and attribute marketing revenue to its right source every time. You can create custom dashboards for sales and marketing to view the numbers at a glance anytime or automate to send the reports to your inbox at regular intervals.
Find out how you can generate insightful sales reports
Find out how you can generate insightful marketing reports
A typical day in a realtor’s life requires him/her to be on the move, even while responding to phone calls, sending emails, and attending open houses. CRM that is also available as a mobile application can help your agents be more productive.
Freshworks CRM comes with an iOS and Android mobile app that allows realtors to
All of this right from within the mobile real estate CRM. Any change on the mobile app automatically syncs with the web application, so you can be assured that your information will always be up to date.
Record and manage all your files from within the CRM. Integrate with e-signing applications to send, sign, and manage all your agreements, paperless.
Freshworks CRM is built with security at heart to secure your data and provide high resilience. Additionally, role-based access allows you to restrict data access based on your employees' hierarchy or role.
SMS is faster than an email and yet less intrusive than a phone call. Freshworks CRM allows you to SMS your prospects and clients from within the CRM.
“As I was investigating the Freshworks suite of products, I noticed that I can have my entire sales and marketing team work with one software, and that I can integrate my CRM with their support software. That was an eye-opener! Today, the value that Freshworks CRM delivers has won the faith of every employee in the company.”
“Overall, with Freshworks CRM, we now have a repository of all our customers and prospects. We can access data on every single person who has ever done business with us, and generate reports on our overall business performance.”
“With the automation that Freshworks CRM offers, the sales process has been vastly sped. It was also easier to track progress than before when things were manual. Currently, it’s just click, drag, move. It’s amazing and makes it very, very easy to navigate and follow up on.”
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