Five Tips for Choosing the Best CRM Software for Real Estate

October 7, 2018 0

Customer Relationship Management (CRM) is a strategic investment for real estate agents who are striving to grow their customer base. A real estate CRM software can be beneficial to both small and mid-sized businesses, but it is important to take some time and get to know the different software so that you can choose the one most suitable for you and your organization. The following are some ways to be more careful about your CRM decisions.

1. Identify Your Needs Specifically

It helps to determine exactly what you need out of your CRM, and this will help you sift through the various software. Also, remember that not all CRM is real-estate specific. There is a lot of software that will claim to be an “all-in-one” solution, while others may focus on particular aspects of CRM. Knowing what you need will help you avoid buying an overstuffed software or one that can’t meet the demands of your organization. You may find more info at Ixact Real Estate CRM if you are looking for additional resources.

2. Take Advantage of Free Trials

Most CRM programs will offer a free trial of the software before making you purchase, and this will give you an idea of how the particular software will work with your business. Even if the first software you try feels perfect, it is wise to test out other software, especially if you are unfamiliar with CRM from the beginning. Free trials allow you to develop an informed opinion about the software, identify the most useful features, and learn about the quirks.

3. Keep Things Simple

You may find that a lot of real estate CRM software that is bloated or overly flashy, which can hurt your productivity and your ability to navigate the software, so it is often better to aim for simplicity. This is where identifying your needs will come in handy because it will make it possible to say no to software that is overstuffed with features that you don’t need.

You are searching for software that can balance function and form, combining an aesthetically-pleasing interface with easy-to-navigate features. This is especially important if you plan on incorporating mobile apps.

4. Choose the Cloud

Software is becoming more and more cloud-based, and for good reason. Cloud-based software reduces IT problems and the costs associated with those problems. With a cloud-based CRM, you make it easier to share information and communicate with clients. You will eliminate hardware in the office and ensure that there aren’t any compatibility issues with the hardware.

5. Focus on Compatibility

Consider the tools that you are already using and make particular note of the ones that you intend on keeping. You want your CRM to be compatible with as many of your current tools as possible and that supports the platforms that you are working on. This ensures that you can securely and easily transmit data in the right format. The easier you can work with and transfer information, the less risk there is for error and the creation of inaccurate information.


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