Keep Track of Clients with a CRM

By Paul Gardner | Industry Topics | Comments are Closed | 10 October, 2016 | 0

We’ve all met the guy or gal who is great with names. As soon as you’ve introduced yourself, they’ve restated your name a few times and locked it away never to be forgotten. Well, not all of us have that gift. The good news is that remembering names, faces, and places can be aided by technology.

Below we are sharing some of the top customer relationship management (CRM) software used in the real estate industry today along with the benefits of using it.

Benefits of a CRM

Everything you’re looking for in one place.

The biggest advantage of having a CRM is having a central location for finding contact information and notes about the client relationship. Relying solely on your phone to manage your contacts will get you far, but there is an advantage to keeping notes about your client, where they are in the sales process, the last time you contacted them, and many other features that are common to CRM’s.

Integrated with lead generation.

Most CRM’s allow you to embed contact forms onto your website so that your prospects can fill out some basic contact info and have it automatically stored in your CRM. This will keep you from letting leads slip through the cracks.

Now other people can assist you.

If your contacts are on your personal cell phone or notebook, it is difficult to share that info with staff or an assistant. Having all of it logged in a CRM gives you the ability to keep your staff or assistant up to date with client info and the sales cycle.

CRM’s keep track of the sales process.

There is a difference between a database that stores your contacts and software that helps manage relationships. Having a system that allows you to quickly see where prospects are in your pipeline keeps the right contact top of mind. You’ll no longer just be waiting for the phone to ring, but you can actively reach out to customers as needed.

Some CRM’s to Try

Below are some of the top rated CRM’s for real estate in 2016. All of the list below range in monthly subscription price, but offer free trials. Give them a try and see how they might help your business.

Placester
https://placester.com

Contactually
https://www.contactually.com/

Follow up Boss
http://www.followupboss.com/

Insightly
https://www.insightly.com

IXACT Contact
https://www.ixactcontact.com/

Property Base
https://www.propertybase.com

Realvolve
http://realvolve.com/

Realty Juggler
http://www.realtyjuggler.com/

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Paul Gardner

Paul’s core practice centers on the examination of title and real estate transactions. He has extensive litigation experience, and has spent several years representing and advising lawyers, real estate agents, and insurance agents in connection with professional liability claims.