Saturday 16 April 2016

Best Real Estate CRM: Which Tool Is Right for Your Business?



Real estate CRMs are a powerful tool to organize and grow your business in one central location. Generate leads, contact clients, and schedule drip marketing campaigns – all in one platform!

The best real estate CRM is the one that you’ll use. But we understand it can be difficult to navigate the market and choose the best real estate CRM for you. Here we’re comparing a few of the top real estate CRMs on the market to help make your decision easier.

Insightly

Insightly is a great CRM for contact and task management at a low monthly rate. It’s perfect for keeping track of conversations with prospects and managing your daily tasks. Link Insightly with your Outlook or Gmail accounts to save conversations with contacts. Each time you click on a contact page, you’ll view previous emails and notes including opportunities and upcoming appointments.

It’s important to note, Insightly isn’t a real estate specific CRM. This means the settings are generic and need to be customized to your business. Templates can be built with automatic checklists for buying or selling homes. The only downside is you have to create these yourself.

This is a great general CRM, but it lacks MLS integration or direct marketing tools. If this is important to you, a real estate CRM with MLS integration may be a better choice.

REthink

REthink is a real estate CRM loaded with real estate features so you spend less time customizing. Based onSalesforce (a leading CRM product), this CRM is customized specifically for realtors with tools and resources to grow your business. Built-in MLS integration allows you to import listings and match prospects to homes based on their preferences. Also included are real estate marketing tools such as direct mail marketing and automated drip email campaigns (for an additional rate).

REthink is a strong platform with great functionality, but it can be complicated to set up and use on a daily basis. When you include additional features, it can get more expensive with each add-on.

PropertyBase

This real estate CRM is similar to REthink. Both are based onSalesforce with similar interfaces and features. Features unique to PropertyBase include financial management and direct mail marketing tools.

This option does not include the ability to schedule drip email campaigns. Though built on a strong Salesforce platform, PropertyBase costs more for solo agents or small teams.

Referral Maker

Referral Maker is simple and easy-to-use while offering tons of tools to help grow your real estate business. This real estate CRM helps you generate more leads with a relational marketing system that tracks your interactions with clients.

The Priority Action Center (PAC) gives you a daily call list and offers tips for conversation starters. Included is a daily action plan to track your efforts and monitor results.

Referral Maker Pro offers you access to tools to create monthly mailings, mid-month eReports, the ability to track pop-bys, and more. You receive everything you need in one central location to market and grow your real estate business.

Remember, the best real estate CRM is the one you’ll use. Investigate your options and choose one that’s user-friendly for your business. As you track your clients and marketing efforts, you’ll feel more organized and experience faster growth!