For real estate agents, CRM software helps manage a complex set of tasks, including recording buyer or seller information; building relationships with leads; creating pipelines for properties, buyers or sellers; and moving them through the sales process. While common CRM platforms can partially address these needs, they do not offer the real estate-specific functionality realtors need to optimize their workflows and reduce pre- and post-sales activities.
The best real estate crm for agents help you capture leads through email marketing and social media campaigns, build client relationships with automated follow-ups, create property listings, and track leads from prospect to closing. Some also feature document templates that cut down on the time spent preparing and sending paperwork to clients. This way, you can focus on delivering exceptional customer service and closing more deals.
Real estate CRMs like Follow Up Boss, Real Geeks and Realty CRM are designed for realtors by a team that deeply understands their role. These apps can help you automate email, call, and text reminders; manage MLS listings, real estate websites, and social media accounts; integrate with other tools through Zapier (an app that automates tasks between programs with triggers); and more. They aren’t free, but they can save you a lot of time and money.
Another great option is Propertybase, which aims to connect brokerages and teams with their consumers. The app’s CRM is easy to use and features a variety of integrations, email templates, and other tools that make it easier to keep in touch with your leads. Its CRM system can even sync with MLS listings and help you keep up with market trends. real estate crm for agents