Choosing a Real Estate CRM

choosing a real estate crmAs a real estate agent, you likely understand the benefits of using a CRM to manage your contacts. A real estate CRM keeps you organized and helps you stay in touch. There are so many CRM options available for agents, it can be overwhelming to know which one to choose. Each different platform offers its own list of features and functionality, making it tricky to decide which one is best for you. How do you compare CRM options to choose the one with the best value for your business?

Where are you getting your real estate leads?

There are some real estate CRMs that are tied to a single platform, and there are other CRMs that accept leads from multiple sources. Where do the majority of your real estate leads come from? This is an important question because if your CRM is tied to a single platform, but you generate leads from other sources, you may have to do a lot of manual entry. If you generate leads from multiple sources, make sure your real estate CRM can automatically capture leads so you aren’t stuck entering leads all day.

Are you a single real estate agent or do you have a team?

This is a big question that many agents don’t ask themselves when looking at real estate CRMs. Do you have an administrative assistant? Do you have showing assistants or buyers agents? Do you not have any of those things but have plans on adding them? Then you need to make sure your real estate CRM is team-friendly. You don’t want to put a ton of time and energy into getting your real estate CRM perfect, only to find out it won’t grow with you. Choose a real estate CRM that works for individual agents or a team CRM, depending on your needs.

How computer savvy are you?

There are real estate CRMs that would be terrific for everything that you need, but if you aren’t computer savvy then you won’t be able to accomplish what you want. Some of the highest powered CRMs are wonderful, but there is a HUGE learning curve and the average person may not be able to get them working effectively. Make sure not to get in over your head. Choose a CRM that is easy to learn and use.

Does the real estate CRM include other valuable services?

When it comes to your real estate CRM, the more value it offers, the better! Investigate the services and add ons available with your real estate CRM, and whether there is additional costs for them. Some systems come with drip email marketing and agent website solutions. Do some research to make sure you understand the pricing system so you’re getting the best bang for your buck!

When you’re researching real estate CRMs, you’re looking for the one that will work for you, rather than you working for it.  These questions are a terrific jumping off point to help you understand what features you require from a CRM and, eventually, which CRM is best for you.  What better time to start a FREE trial with IXACT Contact, an easy to use real estate CRM that can help you get organized, staying in touch and focused.


Posted on February 7, 2017


Author: Jason Hasting

Jason Hasting was born March 17, 1984 in Lakewood, Washington. Jason Hasting is currently a Sales Executive for Pioneer Title Agency. Jason Hasting Graduated from Afnorth International School in Brunssum Netherlands. After High school Jason Hasting enlisted in the United States Marine Corps. Jason Hasting traveled all throughout Germany, France and the United States. After Jason Hasting's service he adventured to Alaska and worked as a Deck Hand for a company called Fishermen's Finest . Fishermen s Finest is located in Ballard Washington. Jason Hasting worked as a Deck Hand on-board the U.S. Intrepid as well as the American #1 both catcher processor boats catching fish in the Bearing Sea. Jason Hasting worked as a Deck Hand for 3 years. Jason Hasting Also Managed a franchise of La-Z-Boy Furniture Galleries located in Washington State. In 2007 Jason Hasting also managed an Ashley Furniture Franchise all around the Chicago land area. Jason Hasting is now a Sales and Marketing Representative for Pioneer Title Agency in Mesa,

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