As a real estate broker or realtor, your core objective is to keep your clients engaged and satisfied. And to be on top of your game, you need to understand each client’s unique requirements, follow-up with them from time-to-time, acquire new customers, and more. Effectively, it’s a cycle. The more you make personalized conversations, the more you gain loyalty, the better brand credibility you build, and get new businesses and customer referrals.
To achieve this, you may use a wide range of tools and technologies such as:
But with information scattered across multiple tools that do not talk to each other, your agents waste time seeping through tons of data to check the progress of a client. That’s not all, you are also likely to lose precious information.
This is where a CRM specifically designed for real estate businesses helps. A good real estate CRM improves your teams’ productivity and helps build quality relationships with your clients by organizing and managing all client information, securing new leads and analyzing sales trends, tracking communications and transactions, and a lot more.
With the best CRM for real estate agents and realtors, you get to focus on your business, while Freshsales take care of every backend activity in your sales process. It is the one-stop solution for commercial and residential agents, brokerage firms, and real estate developers to stay ahead of their game and provide a seamless experience across the client lifecycle.
Your prospects browse through your website for properties, chat with your agents, or may fillup a form, or send you an email asking for more information. Whatever mode they get in touch with your business, Freshsales has the capability to capture the clients’ information automatically. The CRM software also gives you insights into their browsing activity on your website, giving your agents the much-needed context for their initial interaction.
Your agents deal with multiple prospects and clients at the same time, each at different stages of closure. And most of your potential clients expect agents to be their advisors throughout the buying process. A holistic, 360-degree view of all your clients and their past engagements with your company on a single panel is the perfect solution in such cases. Your real estate agents can view the communication history, pending appointments, tasks to be completed, and even the prospects’ activities on your website and email to understand what piqued their interest. With this context in hand, your agents can make personalized, meaningful conversations with prospects and clients, and ensure they are completely satisfied.
When you are dealing with multiple clients, managing transactions can become a cumbersome task. Missing follow-ups, losing track of transactions, or even losing touch with past or prospective clients is a likely occurrence. A real estate CRM like Freshsales creates a visual pipeline of all your transactions according to the stages in your sales process. View the process and progress of your transactions, forecast sales, identify bottlenecks, and make decisions on where to focus your efforts better.
How many times have you seen your 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 go a long way in establishing an ongoing relationship with your clients. CRM for real estate agents comes with automation capabilities allowing the system to do more work, while your agents can spend more time serving your clients better.
Research by Property Online Inc. states that 74% of clients are willing to refer their realtors to people if they remain in contact with them after the completion of a transaction. This means that you are not only likely to earn more referrals but also increase your chances of repeat business by building loyalty and a long-term relationship with them. your clients. Real estate CRM software comes with functionalities to nurture clients by sending meaningful sales campaigns like sending useful information on the mortgage market, or the value of their home today, or a thoughtful email on their birthdays or anniversaries.
To take any critical decisions, you’ll need to know your team’s capability—top performers, targets vs. achieved, regions meeting targets, etc.—identify bottlenecks and analyze the reason for lost deals. CRM software for real estate gives you real-time insights into business-critical metrics, helping you track performance and also identify better strategies to work towards closing potential transactions. You can also track the success of a campaign, their earnings, which client interaction is most profitable, all in real-time.
A typical day in the life of a real estate agent involves responding to phone calls and emails, creating and distributing property materials, attending open houses, accompanying clients to inspections, meeting with loan officers, meeting prospects, etc. In short, they need to be on the move constantly. Freshsales comes with an iOS and Android mobile app that allows agents to access all functionalities while on the move. They can also record voice notes and share it with their team, check appointments, and make calls and send emails right from the mobile CRM app. Any change on the mobile app is automatically synced to the web application, so you can be assured that your information will always be up to date.
“We initially had Salesforce CRM but didn’t really use it. The instance was incredibly complicated because it allows for so much customization that you end up doing nothing.When we explored Freshsales CRM, the first thing I remember saying is, okay, the interface is clean and simple.”
“Over time, Insightly seemed like a basic contact management system, and it didn’t offer much to improve our sales practice. After a while, we practically used it as nothing more than a database. We didn’t really know all the features we needed until we discovered Freshsales. So many new and beneficial features, like email tracking and lead scoring (which was entirely new and fascinating). The bulk editing within the application is a huge time-saver for our campaigns.”
“Prior to using Freshsales, our processes were largely manual. There was a huge risk of deals falling through the cracks. The amount of time we took from analysis to installation was a mess, and we honestly faced a lot of customer-related issues. Today, I can’t tell you how often I hear employees from different departments telling me-Wow! You save me hours every week!”
“For a business like ours with an anticipated high-velocity sales, you only want to make a sales CRM decision once. We explored multiple CRMs before choosing Freshsales. Pipedrive had limited capabilities; we weren’t able to easily track our customer journey end-to-end and spot our best leads. Salesforce was way too complex in addition to being expensive. With Freshsales, the interface is straightforward, we get deeper visibility into our sales pipeline and we’re able to generate powerful reports — in one hassle-free package.”