Working as a real estate agent means working on a tight schedule. Having a reliable database in place will help you convert leads and prospects easier. It is imperative for your real estate business to have a dedicated CRM software.

So, what is a customer relationship management system? Or what we mostly call CRM.

A CRM is a cluster of all the systems, processes, and applications that are needed to manage customer relationships. In short, it helps your business manage customer data. It's infinitely more powerful than a spreadsheet or managing leads in your inbox – and it leaves little to no room for disorganization and missed lead opportunities.

Why use a CRM?

If you’re still using spreadsheet or logbooks in handling your leads, here are some of the most impactful advantages when you have your dedicated CRM for your business:

• Organize and Centralize Your Contacts

- As a Realtor, you have a lot of deals and leads coming in every day, and it can be frustrating if you don’t know where to find them. With CRM, everything (deals, leads, transaction notes) will be in one place. You and your team will always know exactly where to find what you’re looking for – and you diminish the chances of double work or overlooking leads too.

• Know Your Schedule
- CRMs nowadays don’t just store your lead information but will also remind you for any scheduled or pending calls you must make with your clients. You can also set a schedule for when you’d like to get back in touch with them.

• Quick Response is the Key.
- When it comes to closing deals, a fast lead response time is essential. With a CRM at your disposal, you can setup automated emails, a chat box on your website, or even automated voicemail messages.

It’s crucial to find a real estate CRM software with features that makes work easier not just for you but also for your team. When deciding for the best CRM that will fit your business, consider the following criteria:
• Reporting Functionality
• Client Management Features
• Lead Management Tools

A lot of tech companies offer great variety of CRM software, but not all of them are a perfect fit for real estate businesses. Here are some of the best Real Estate CRM system for this 2021.

CINC is a cloud-based customer relationship management solution catering to businesses in the real estate industry. CINC is a powerful real estate platform that keeps you seamlessly engaged with your clients from Hello to Congratulations. Along with best practices, CINC allows you to stay top of mind throughout the home buying process.

CONS: it lacks mobile access, which limits the user’s remote working capability.

2. Contactually
Use Contactually to centralize your contacts, organize and prioritize relationships and set up actionable follow-up plans and outreach workflows. This CRM integrates seamlessly with third-party platforms, including SharpSpring, PieSync, Mailchimp, HubSpot CRM, Google Calendar and Facebook, to offer increased efficiency and effectiveness of the user processes.

CONS: It lacks property alerts, meaning users aren’t able to monitor property they’re interested in.

3. Follow Up Boss
Follow Up Boss is an automated system that doesn’t rely on manual data entry. It allows you to send in leads from your existing marketing and websites via email. You can still enter a lead manually if they call in. it is one of the top real estate software platforms on the market with a seamless user experience.

CONS: The same with the CINC, this CRM also lacks mobile access which limits you if you wanted to work remotely.

4. LionDesk
LionDesk is a CRM designed for ease of use and systems integration so you have one log in for all your business building tools. Think of LionDesk as the HUB of your business.Features include video emailing, bulk texting and email, and automated pipelines and campaigns.

CONS: Liondesk is missing a robust "value add" form of drip. Like newsletters, informational articles on the real estate industry.

5. Pipedrive
Pipedrive is a simple and popular sales-focused CRM with features that are a great asset to real estate companies. Built using activity-based selling methodology, Pipedrive streamlines every action involved in converting a potential deal into a successful sale.

CONS: Sometimes simple is not enough. If you want to have quotes and invoices, advanced CRM access rights, website forms, call center capabilities, marketing automation, online payments, you’ll need to upgrade to bigger CRMs. This CRM is not suitable for large sales teams and big operations.

Most software offers a free trial period for you to try their system before making any commitment. Choose the CRM that best fit your business for you to work easier and close deals faster.

If you need help handling your new CRM, Summit VA Solutions is here for you. We have virtual assistants that are trained in Real Estate processes and software tools that most Realtors use.

Set an appointment with us today to get a free consultation! Call us at 877 561 2778 or send us an email thru

About the writer:
Graduate with Diploma in Information Technology and Business Administration major in marketing & management.
Former teacher for secondary and tertiary level. Former Trainer for Medicare customer support
John used to write articles for Houston Real Estate investing and market.

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