December 6, 2023

A real estate CRM is a customer relationship management system that lets brokers and agents track leads, manage client communications and sales activities. It also helps them automate workflows, track metrics on reporting dashboards, and elevate marketing campaigns using data-driven insights.

Real estate CRMs include features like a lead management page where they can gather leads from multiple sources in one place and allocate them to the right agents for follow-ups. They can also categorize and filter them according to their status, like whether they’re new or inactive, pending or sold, etc. This helps them focus on nurturing leads and closing deals, rather than finding new ones.

Most real estate CRMs also have a deals page that lets them create and manage the progress of deals with potential clients. They can easily access this page and track all the information they need to complete the transaction. This includes the contract dates, payment terms, and other details of the deal. This allows them to track their performance and find out if any deal is stuck in the pipeline.

Some of the most popular real estate crms include Propertybase, Build Formula, and LionDesk. These systems offer a variety of features that make them stand out from the competition, including MLS integration, click-to-call, and marketing automation. They also have a comprehensive set of tools that allow them to streamline their processes, such as contact management, drawing and document management, and email/text messaging. real estate crm features

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