Freddy AI for CX
Deliver effortless customer experiences with Freddy AI.
By Use Case
Serve your real estate clients better and grow your business with Freshsales, a real estate CRM that works.
Gartner Magic Quadrant 2019 - Sales Force Automation
G2 Crowd CRM Software Leader 2019
GetApp CRM Software Leaders 2019
Software Advice CRM Front Runners 2019
Your real estate agents deal with multiple prospects and clients at the same time, each at different stages of closure. And most of your potential clients expect realtors to be their advisors throughout the buying process. A real estate CRM provides a 360-degree view of all your clients and their past engagements with your company on a single panel. Your agents can view communication history, appointments, tasks to be completed, and even the prospects’ activities on your website and email to understand and make personalized meaningful conversations
Learn more about tracking website and email activity within Freshsales
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. With a real estate CRM like Freshsales, your agents can get insights into every stage of the deal attached to a property and track every conversation attached with the deal. View the process and progress of your transactions, forecast sales, identify bottlenecks, and make decisions on where to focus your efforts better.
Learn more about managing sales pipelines visually
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 are key. CRM for real estate agents comes with automation capabilities allowing the system to maintain a customer database, assign leads according to each region, send emails, create tasks and appointments while your realtors can spend more time selling properties.
Learn more about automation using intelligent workflows
In a fluctuating and cluttered real estate market, how do you make an impact in the minds of customers, who are constantly looking for properties? You need to earn a loyal customer base. In order to do that, you have to constantly be in their minds (inbox, in the digital age) with impactful emails with context.
With a marketing platform like Freshsales-Freshmarketer integration, you can boost your marketing campaign and improve conversions. You can craft email journeys like sending useful information on the mortgage market or the value of their home today or thoughtful birthday messages to attract new customers and nurture existing customers and build a solid customer database. You can also segment customers for different real estate markets into different buckets to send personalized messages with this marketing platform integration.
Learn more on nurturing clients using Freshmarketer
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 find the reason for lost deals. CRM software for real estate gives you real-time insights into business-critical metrics in a single dashboard and analyze performance. You can also track the success of a campaign, their earnings, which client interaction is most profitable, all in real-time.
Learn more on generating insightful sales reports
A typical day in the life of a realtor requires him 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. In fact, 65% of agents who have adopted mobile CRM have achieved their sales quotas.
Freshsales comes with an iOS and Android mobile app that allows realtors to record voice notes, connect with their teams, check appointments, make calls and send emails right from the mobile Real Estate CRM. 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.
Learn more about the Freshsales mobile app
Your real estate prospects pour in from different channels. While some may browse through your website for properties and chat with your realtors, some may fill-up a form, or write an email asking for more information. Manage prospects from different sources on a single platform like Freshsales, a real estate CRM software that has the capability to capture the clients’ information automatically.
Learn more about lead management for real estate clients
“We travel a lot, and the app is very useful during those trips. We log sales activities directly from the mobile, and add notes too. A quick way to reach the CRM.”
“We are now able to keep track of all our deals. We don’t lose track of them, or lose many deals because we haven’t paid attention to it.”
“Overall, with Freshsales, 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.”
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