The Best Real Estate CRM Tools of 2018

Are you interested in growing your real estate business in 2018? Organization, planning, and proper lead management is key to your continued success. The following are some of the best real estate CRM tools to help you stay connected to your clients and reach your goals this year. 

Choose a CRM Dedicated to Real Estate

While lots of CRMs exist on the market, not every software program is a real estate agent CRM. Residential or commercial real estate software packages are specifically geared toward real estate agent needs with daily tasks to help you manage and grow your business. When shopping the market, search for the CRM that supports your business model and has the real estate CRM tools to help you reach your goals faster.

Client Record Keeping

Gone are the days of a paper Rolodex on your desk. Inputting your client data into a real estate agent CRM keeps you organized and streamlines your follow-up methods. If referrals are an important lead source for your business, consistent touch points are key. Enter client birthdays or anniversaries into the system to receive alerts for follow-up. When clients know you’re thinking about them and genuinely care, you’re more likely to increase your referral base.

Lead Organization& Follow-up

Many real estate agent CRMs can integrate with your lead generating systems to send lead information directly to your CRM. As soon as a lead enters the system, you can be alerted to contact the new lead right away. You can even schedule follow-ups weekly, monthly, or several times a year. Rank leads according to hot, warm, or cold to find the right balance of communication and touch-points based on their needs.

Calendar & To-Do Lists

Having a CRM with a personalized calendar and daily To-Do list helps to prioritize your day. Your To-Do list each day will feature clients or leads to follow-up with and tasks to keep you moving toward meeting your goals.

Data Management &Custom Reporting

By keeping all your data in one place, you can pull lead reports to make sure you or your team are reaching out to people on schedule. Reporting can also tell you which lead sources are converting better and where to focus your efforts.

Integration with Email and Other Software

Integration with third-party email and software is critical as you may get leads from your website, social media, or other sources. When researching a product’s real estate CRM tools, make sure it offers integration capabilities with your email and lead sources for a smoother sales process.

Built-in Marketing Resources

Some real estate agent CRMs offer built-in marketing options with emails, flyers, postcards, and more. This feature helps save you time and money by giving you access to high-quality marketing materials at your fingertips.

At Referral Maker, we develop real estate CRM tools and commercial real estate software to help agents manage their leads better and grow their business. Learn more about what the Referral Maker CRM can do to for your business.