Considering that there are more than a hundred different options for real estate Ixact CRM software, it can be challenging to choose the option that's exactly right for you. Look for the following 6 characteristics when you select the customer relationship management software you'll trust for your real estate business needs.
1. It Offers MLS Integration
If you want to truly simplify the process of sharing appropriate properties with your current leads, MLS integration is a must. This feature makes it easy to sort and send just the right properties that your clients might want to look at.
2. It Integrates With Your Calendar Application and Mobile Phone
Each real estate transaction comes with its own deadlines. Keeping your calendar organized is essential. Since a lot of your appointments will be made through text messages, phone calls and emails, it's helpful to have one universally accessible spot to organize them all. If your CRM software offers this option, it can be much more convenient than jumping back and forth between multiple communication platforms.
3. It Collects Leads from Multiple Sources
New real estate sites are becoming available at an astonishing rate of speed; the more that become available, the more challenging it becomes to keep on top of all of them. There is no longer any sense in trying to do this manually because your CRM software can handle the task of organizing leads from multiple sites such as Zillow.com, Trulia.com and Realtor.com in one logical place for easy access and follow-up.
4. It Simplifies the Process of Emailing Your Contacts
Some CRM software providers offer capabilities for organizing your contacts into various groups, customizing group-appropriate email campaigns and scheduling email newsletter sends. If you have a large list of contacts, having access to these features will allow you to maximize your ability to almost completely automate communications with each of your contacts at appropriate intervals.
5. It Helps You Automate Your Routine To-Do List
As a real estate broker or agent, you probably find yourself either doing the same tasks over again or perhaps sometimes forgetting to do them. For example, when was the last time you sent out postcards or personal notes to your list of contacts? When was the last time you checked in with your prospects on social media? What other tasks are you forgetting to do that you want to keep on top of? Many customer relationship management software packages come with built-in features that help you to manage your task lists and automate the process of delegating to and following up with your team members.
6. It's Easy to Set Up and Use
This is arguably the most important feature of all. If you aren't able to get beyond setup phase, any CRM software is useless. If you don't find your software intuitive to use, you're unlikely to actually use it -- which defeats the purpose of having it. When you shop for software, look for customer reviews that mention ease of use; if the software you're considering offers a trial period, take advantage of it and evaluate whether you find it workable.
These are the top 6 traits that knowledgeable real estate agents and brokers tend to look for when choosing CRM software. If you can find reasonably priced software that meets all of these criteria, you'll be well on your way to simplifying your everyday workload.