6 Effective Ways to Use Real Estate CRM

Using real estate CRM (customer relationship management) are systems that real estate agents can use to send their business to the next level. These systems manage and organize heaps of client information and can help simplify the real estate agent’s job and improve their quality of service.

An important part of real estate is to provide customized, personalized service to each client. Using a real estate CRM can help you do that easily and effectively.

1. Marketing

Marketing is a crucial part of being successful in real estate. A real estate CRM can help you market by helping to facilitate the sending of mass e-mails, and it provides a platform to create other marketing tools like marketing analytics, lead generation contact forms and run marketing campaigns.

Real estate CRMs can also provide custom marketing. Certain pre-created e-mail messages can be sent to clients based on and depending on their individual and unique information. This means that clients will be receiving information that is more applicable to their situation.

2. Goal tracking

Real estate CRMs allow you to track your tangible goals. It is said that writing down your goals is the best way to achieve them, well with a IXACT CRM you not only have them written down, but they are being tracked in real time.

You can track goals per week, month, quarter, year, or any other period of time you choose. The CRM allows you to view and analyze your data in a central spot, and to see where you are in your journey to achieving your goals.

Because of the diversity in features and functions of CRMs, you can track any kind of goal that includes data from your CRM, whether that is based on sales, clients, or anything else.

3. Organize clients

One of the most popular functions of real estate CRMs is that it can easily store and organize all your client information. Clients are easily searchable by any of their identifiable information, and all of that information can easily be shared and viewed by anybody using that same CRM. This may not be necessary if you’re working alone, but if you’re using a real estate CRM as a team, this can be a very attractive feature.

4. Track leads

You can set up your real estate CRM to track certain information and present it in such a way that allows you to see who your best leads are, and where they are at in their interactions with you. This allows you to optimize and personalize follow-ups, and make sure you’re doing those follow-ups when the timing is just right.

5. Keeping track of clients

A big part of your marketing as someone in real estate is going to come from clients you have already had. If they like you, they’ll talk you up to their friends and family, so it’s a good idea not only to stay in their good books, but to wow them with your professionalism and kindness. Real estate CRMs can give you reminders about special days in your clients’ lives – like birthdays, anniversary’s or milestones – fill these in as much as you can in your system so that you will be alerted to reach out to them on days like this.

Collecting data on current clients is also a good way to make sure that every interaction you may have with them is personal and memorable.

6. Organize communication

Another great way to make the best out of your real estate CRM is to use it to track communications with clients. CRMs can track e-mails, text messages or phone calls, and keep a log of your communications with clients.

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