On a scale of one to 10, how happy are you with your present method of handling real-estate? Do you think that there is too much manual work that consumes a lot of time? Do you wish to finish your property dealings in an organized and timely fashion? Then this post is all about that. This post will throw some light on how to automate real-estate business, what features to keep in mind while choosing the best CRM for Real-estate business? Let’s get started.
What is Real-estate CRM and marketing automation software?
It is a software used by the agents to manage and automate daily bookings, property leads and to generate reports of the tasks done. It assists you to follow up, plan projects, daily property visits and do marketing campaigns etc.
What is real-estate automation?
Let us first define Automation, it is the application of technologies to produce and deliver goods and services with minimal human intervention. When automation is being utilized in the real-estate industry to make work easier or to reduce workload choosing the best CRM for real-estate business that ensures you never miss an opportunity to connect with potential customers then it is known as the real-estate automation.
Do you struggle to choose the best CRM for you? Then follow the below points
Features of Happy Customers Real-estate business CRM
An ideal CRM for automating the real-estate will have the following features:
A graphical representation- of the real-estate projects for all sorts of events such as bookings.
A daily planner- to collaborate the real-estate agents with the site managers to work effectively.
Reports and analysis feature- to analyse teams performance and increase the conversion rate.
How to automate a real-estate business using custom CRM software
Multichannel integration:
Are different channels giving you a headache while dealing with your leads? Then you can integrate your leads through various channels right from the call, chat, email, mobile app to your system and keep a track on the last interaction with the potential customer.
Auto-assign your online lead sources:
Get access to customer’s details using online channels such as website, landing pages and third party website portals and assign the leads to the sales team based on projects, budget location, and other factors.
Manage Marketing Campaigns:
What are your desired outcomes? Get hold of the potential customers using different marketing campaigns be them online ads, emails, Print and Radio.
Keep a track on the leads based on location, sales agent availability.
Automate your emails and SMS and follow up the leads using your templates.
Plan your daily calendar:
Site Visit Planner can be used to plan the day to day work based on the leads assigned and inform your clients accordingly about their scheduled site visit.
Auto SMS and emails can be sent with real-time updates to your customers.
Transport with a pickup and drop facility can be added if needed.
Get instantly modified:
Get instant notification if a broker or agent arranges a client visit this is how a Real-estate CRM can help the agents, brokers and the clients.
Captures new leads:
You can make use of website forms such as callback request forms or even just a simple contact form and landing pages linked to your CRM, to build an automated marketing machine that generates new leads.
Automating Finance and Accounts:
Control your accounts and finances using a real-estate automation CRM. You need not sit and calculate yourself.
Closing Remarks
The real-estate automated CRM not only tracks the clients and property managers but also manages bookings, sales, management, marketing and many more. Who does not wish to work methodically, increase retention and get new leads, every business does. So, if you were me, how would you proceed? Well, you would choose to get ahead with a flawless real-estate automated CRM just like me.
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