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Which Real Estate CRM Should I Use?

September 10 2013

crm relationshipsAre you looking for a real estate CRM? There are so many systems on the market these days that weeding through them is often difficult and time-consuming. We feel your pain! That's why we want to make it as easy as possible for you to understand what to look for in a real estate CRM.

What to Look For in a Real Estate CRM

  • Comprehensive contact management. This means the CRM should include detailed contact profiles, including fields for birthdates, interests, mortgage details, lead sources, and referrals. This is how you'll be able to develop those strong, personal connections with your contacts and build relationships.

  • Robust email marketing features. You should have the ability to send out a professionally written and designed monthly e-Newsletter, choose from a variety of email templates, including Just Listed and Just Sold e-Cards and e-Flyers, set up drip marketing campaigns, and more. Email Campaign Reporting is a very important feature to look for. It gives you the ability to view open rate, click-through rate, and other important details about your email communications.

  • Powerful transaction management capabilities. In order to stay organized, it's important that your real estate CRM gives you the ability to manage all of your buyers, sellers, transaction documents, listings, showings, and third parties related to a transaction. And this information should be quickly available to you in one area of the software. Also, you'll want the ability to run service reports and get automatic prompts when it's time to complete a task pertaining to a listing or closing (listing and closing Activity Plans).
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