What are CRM systems for Real Estate (and why do you need them)?

What is a CRM system, how does it work and why is it important?

The real estate job is full of information. You have to keep track of the leads, the marketing campaigns, the vendors and contractors, the repairs, the clients, the sales… And for that, you probably use several tools that improve your workflow. However, you might find yourself browsing among many tabs and spreadsheets, only to realize that you can barely keep track of everything by yourself.

But don’t worry, because there’s something known as CRM that can help. CRM is an acronym for customer relationship management, and it allows you to manage your business from just one place. Once you set it up correctly, you can receive and filter leads, run marketing campaigns, track your projects, and even divide the work among your collaborators. It’s kind of the one-shop where you can monitor every aspect of your day-to-day.

How CRM works

At their core, CRMs are nothing but databases. They gather a lot of information and organize it in a comfortable and useful way for their users. Usually, the data is stored in the cloud, so it’s available from either desktop or mobile devices and at any time.

There are various options in the market, both free and paid, but in general, they should allow you to:

  • Manage new and existing leads
  • Automate marketing campaigns
  • Create and track lead generation campaigns
  • Manage contacts
  • Upload documents and receipts
  • Track projects
  • Manage your calendar

However, platforms typically don’t do things by themselves. They come as a blank canvass, ready to set up. Therefore, it’s essential to configure them, specify your priorities as a business, and try to adapt them to your needs and comfort as much as possible so that you can insert them into your routine effortlessly.

We know what you’re wondering, and the answer is yes, this can take a lot of time. We’re talking about maybe months to complete the whole configuration. CRMs are a great tool to add to your business management, but you might not want or have the chance to dedicate that much time and energy. But fear no more: we have the solution!

Real Estate IQ’s CRM Integration

Real Estate IQ realized CRMs were a game-changer, a product that had the potential to boost a business and increase its profit. But we also knew about all the requirements and knowledge involved to set them up. And that’s a luxury not many have. That’s why we created our own CRM Integration as a turn-key project, where all you have to do is tell us the parameters, and we’ll do the hard work.

It’s the one product that combines them all. Based on a Podio account, which by itself doesn’t do too much, we integrate it with everything you need to make it work only for you. And this is key: you won’t find two Real Estate IQ’s CRM Integration alike. You’ll have a 2-hour consultation with an expert to establish your preferences and goals, so the tool adjusts to your business and not the other way around.

Our new product is integrated with the Premium Off Market Leads and all our tools. It means that you’ll receive off market leads earlier than anyone and already skip-traced, and you’ll be able to filter them, so you only see the information you need. Plus, it will allow you to run personalized marketing campaigns, track your projects and deals, and manage your calendar. On top of all these, we can integrate it with third-party apps like Mojo Dialer, Twilio, CallRail and WordPress, so you can indeed manage your business from just one dashboard.

Think that’s awesome? Then listen: you can add up to 15 collaborators, too! This way, you will be able to delegate work to your employees and at the same time supervise their actions in real-time. And the best part is that in May you will access a 10% lifetime discount if using this promo code.

Why is CRM important?

To summarize –and just in case you’re not already convinced–, CRM is a powerful tool to implement in your business. It will definitely let you organize every aspect of it by process automation. But don’t get us wrong: you won’t lose the personal touch. Messages can be customized to include people’s names, addresses, and every bit of information you want, so your clients don’t feel like a machine contacts them.

On the contrary, this tool will help you build solid and more robust relationships. You’ll be able to follow up on (potential) clients and referrals, so no one’s left behind. And you’ll find your days more productive and your business more competitive, as well. After all, this is not just another tool; it’s an integrated marketing engine ready to use!


Disclaimer: The blog articles are intended for educational and informational purposes only. Nothing in the content is designed to be legal or financial advice.


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