How to Choose a Real Estate CRM

<p><img alt="Real estate agents looking at features of a CRM" src="/images/blog/HowToChooseaRealEstateCRMblog.png" style="width: 1000px; height: 375px;" /></p> <p> </p> <p>The real estate industry is overflowing with businesses of all sizes, so choosing the right CRM can be difficult. However, there are various real estate CRMs that can successfully help your business generate more leads and more significant revenue.</p> <p>With all the varying options on the market, how do you choose the right CRM for your real estate business that meets your needs? Well, here are a few tips that will hopefully help you out.</p> <p> </p> <h2>Identify your Needs</h2> <p>To find the right CRM for your real estate business, you should identify your needs. Take a look at the daily activities of your business and sales processes to help narrow things down.</p> <p>Listing out the problems within your business will help determine which real estate CRM features are helpful to overcome those troubles. Also, communicate with all team members about their experiences to understand how a CRM will help benefit their work efficiency and help improve sales.</p> <p>CRMs are an excellent way to help grow your business, but you need to have a clear vision of your business goals before making that decision.</p> <p> </p> <h2>There Isn’t One Real Estate CRM That Works For Every Business</h2> <p>Stop playing follow-the-leader! Copying what others are doing is one major mistake businesses make when making decisions. As we established earlier, your needs could be very different from those of another real estate business. Just because someone else has found their ideal CRM doesn’t mean it’s going to work for you.</p> <p>So, take the time to do some research and compare systems that match your needs. Sites like <a href="https://www.designrush.com/">DesignRush</a> can help you find the best-qualified software for your business. Start making a list of requirements and go from there. Explore your options and make sure you do what is best for you and your business.</p> <p> </p> <h2>Check CRM Features, Tools, and Pricing</h2> <p>When choosing a real estate CRM, consider the available features that they offer. A CRM software should include contact and lead management, marketing automation tools, and sales activities for tracking analytics.</p> <p>Some CRM systems specialize in sales and marketing tools, while others offer a bit of everything. Rather than working with multiple systems, look for CRMs that are “All-in-One.” It’s always better to have direct integrations that can link within your CRM vs. adding a 3rd party, which can cost you more money.</p> <p>Speaking of money, it would be helpful if you decided how much you are willing to spend on a CRM each month. Be mindful of added costs for certain features or additional integrations. Some CRMs might have hidden fees that they don’t mention upfront.</p> <p> </p> <h2>Time for a Test Drive</h2> <p>Regardless of pricing, do a test run.</p> <p>Schedule a demo so you can test run the features the CRM provides. Get your questions answered and make sure you feel comfortable using the software. This allows you to determine if the CRM fits the goals and needs of your real estate business.</p> <p>Once you’ve narrowed down what features you need, you’ll have a clear idea of what CRM you’ll use for your business.</p> <p> </p> <h2>User Friendly</h2> <p>Once you find a real estate CRM system that meets your requirements, make sure it’s easy to use. You and your team need to feel comfortable and confident when using a CRM. Otherwise, sales will fall through.</p> <p>Also, you don’t want to waste too much time and money on training. It should be a tool that helps your CRM team hit the ground running.</p> <p>Finally, be sure to choose a real estate CRM that has customer service available so you can get the support you need when you need it.</p> <p>There you have it– a few essential tips to make your CRM system hunt easier. A great place to start your search is by looking at Wise Agent. Wise Agent’s CRM is an all-in-one system that helps real estate agents automate and streamline their business and convert more leads. Check out the list of features they provide:</p> <table border="0" cellpadding="0" cellspacing="0" style="width:100%"> <tbody> <tr> <td style="width:50%"> </td> <td style="text-align: center;"> </td> <td style="width:50%"> </td> </tr> <tr> <td style="text-align: center;"> <ul style="margin-left: 80px;"> <li style="text-align: left;">Contact Management</li> </ul> </td> <td> </td> <td style="text-align: center;"> <ul> <li style="text-align: left;">Lead Automation</li> </ul> </td> </tr> <tr> <td style="text-align: center;"> <ul style="margin-left: 80px;"> <li style="text-align: left;">Transaction Management     </li> </ul> </td> <td> </td> <td style="text-align: center;"> <ul> <li style="text-align: left;">Marketing Tools</li> </ul> </td> </tr> <tr> <td style="text-align: center;"> <ul style="margin-left: 80px;"> <li style="text-align: left;"> <p>Real Estate Landing Pages</p> </li> </ul> </td> <td> </td> <td style="text-align: center;"> <ul> <li style="text-align: left;">Team Features</li> </ul> </td> </tr> <tr> <td style="text-align: center;"> <ul style="margin-left: 80px;"> <li style="text-align: left;"> <p>Time Management</p> </li> </ul> </td> <td> </td> <td style="text-align: center;"> <ul> <li style="text-align: left;">Sales Analytics</li> </ul> </td> </tr> <tr> <td style="text-align: center;"> <ul style="margin-left: 80px;"> <li style="text-align: left;"> <p>Bulk & Video Texting</p> </li> </ul> </td> <td> </td> <td style="text-align: center;"> <ul> <li style="text-align: left;">Artificial Intelligence Bot</li> </ul> </td> </tr> <tr> <td style="text-align: center;"> <ul style="margin-left: 80px;"> <li style="text-align: left;"> <p>24/7 Customer Support</p> </li> </ul> </td> <td style="text-align: center;"> </td> <td style="text-align: center;"> </td> </tr> </tbody> </table> <p> </p> <p>Visit us at <a href="https://wiseagent.com/">www.wiseagent.com</a> to start your FREE 14-day trial! Or call one of our support team members at 480-836-0345.</p> <p> </p>

How to Choose a Real Estate CRM

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