Suggestions for Using a CRM in Real Estate

suggestions for using crm in real estate

Using a CRM system in the real estate industry for lead management can enhance operational efficiency, sales, revenue generation, and overall customer satisfaction. Here are 7 suggestions for real estate CRM to effectively utilize for high productivity.

Import Online & Offline Leads

Best lead management software for real estate stores all the client and prospect information in one location. It allows you to import external leads as XLS and CSV files into the platform. Capture leads from

Online channels like

  • Website
  • Google
  • Facebook
  • Linkedin
  • Property portals (Magicbricks, 99acres,, etc.)

Offline channels such as

  • Billboard ads
  • Print ads
  • Direction boards
  • Bus backs
  • Metro ads
  • TVC

With all the contact details, property preferences, and communication history captured on the centralized database, it ensures efficient tracking of leads.

Categorize Leads

Categorize and prioritize leads based on their potential, and use handy features to streamline follow-ups and nurture leads throughout the sales cycle. Here are some tips to manage real estate CRM in identifying and grouping leads. Categorize real estate leads

By source

  • Social media
  • Paid campaigns (Google)
  • Website (Company website pages, blogs)
  • Property listing sites
  • Offline (Billboards, newspapers, flyers, metro ads, Bus backs, TV commercials, etc.)

By funnel stage

  • Top - Awareness Prospects
  • Middle-Consideration Qualified
  • Bottom - Conversion Quote

By Sales Pipeline

  • Prospecting
  • Qualifying
  • Site visit booking
  • Negotiating
  • Closing the deal

Leverage the intuitive dashboards and filters to group and manage leads. Using real estate CRM you can get clear visibility and plan better lead conversion strategies.

Streamline Communication

One inevitable use of real estate CRM is to collaborate and streamline communication. You can also assign tasks to team members, share client information, and track progress on campaigns and projects.

Automate Workflows:

Set up automated workflows in your CRM to perform repetitive tasks and save time.

Tasks you can automate in a lead management CRM includes

  • Lead capturing (online and offline)
  • Lead distribution (round-robin mechanism)
  • Email and SMS (targeted bulk emails and messages)
  • Appointment scheduling (demo calls, site visits, etc.)
  • Task reminders (for follow-ups, site visit bookings, etc.)
  • Notifications and alerts (for Follow ups, lead actions, etc.)
  • Call recording and logs
  • Reports and analytics (metrics like KPIs, KRA)

Major use of real estate CRM automation is that it allows you to maintain consistent and timely communication with clients.

Integrate With Other Tools

One of the useful tips to manage real estate CRM is to integrate it with other tools. CRM lead management system allows integrations with other real estate tools and platforms for efficient lead tracking and effective collaboration.

Custom integrations on a CRM platform includes

  • Whatsapp
  • Email & SMS
  • Google
  • Facebook
  • Linkedin
  • Website/Third-party app
  • Property portals

Track metrics such as lead conversion rates, sales pipeline, marketing campaign effectiveness, and overall client engagement. This allows you to make data-driven decisions and refine your strategies.

Manage Property Listings

The use of real estate CRM doesn't end with lead management, you can input and manage your property listings and Include details such as property description, location, price, features, and media.

Monitor Analytics

Leverage the reporting and analytics capabilities of your CRM to gain insights into your sales performance.

You can use the CRM to track and analyze KPIs like

  • Lead generation,
  • Lead by source
  • Site visit opportunities
  • Bookings
  • Lead conversion rates

And more

This data will help you identify trends, measure the effectiveness of your marketing campaigns, and make data-driven decisions to improve your business.

End Note

Apart from the suggestions for real estate CRM made here, you can accomplish numerous tasks efficiently, starting from everyday activities like assigning projects to sales agents and telecallers to tracking new leads, lead stages, follow-ups, and opportunities. Sales agents can utilize CRM to schedule appointments and site visits, and the system allows them to prioritize opportunities and manage bookings. We hope these suggestions and tips to manage real estate CRM will help you with effortless and simplified task governance in real estate lead management.

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