Sunday, December 5, 2021

CRM for Real Estate Business: 3 Best Tools

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A comparison of Real estate CRMs

CRM software for the real estate industry

One of the key aspects of being a realtor is being able to nurture new leads. Next follows the task of converting new leads into clients. Those leads are increasingly likely to come from online sources such as social media, email, and website visitors. On one hand, this provides an excellent opportunity to collect data on potential customers. So they can be targeted with an effective sales pitch. On the other hand, having new leads come in from a wide variety of sources can. That means people either fall through the cracks or are not contacted at all. Or that work is duplicated wasting your time and energy.

In the Real Estate business, especially in India, the cost of loss of opportunity is very high, plus the sales process is complicated and involves more than a few people.

Choosing CRM software for a real estate operation requires careful attention paid to customization, cross-platform uniformity, and especially data security.

CRM software for real estate has many advantages

While many CRM platforms do the same thing, some seem to fit your skill level and are flexible enough to grow with your business.

This is a comparison of all real estate CRM tools

I feel what you need is a complete, all-in-one solution A good real estate CRM is one that offers you a plethora of features that are both practical and useful at the same time. There is a lot of CRM software that claims to do a lot of things but end up doing nothing but make your wallet lighter.

Software tools for real estate businesses
Software tools for real estate businesses

Freshsales CRM Software Solution

Businesses of all sizes can streamline lead management, client interaction, marketing insights, customer relationship management, and other operations using Freshsales. Custom workflows can be created using event-based triggers, allowing organizations to automate repetitive tasks.

What I like about them is that you get:

With FreshSales, real estate teams can build custom sales pipelines based on geography, team, processes, or other criteria, and maintain a product catalog with pricing, discounts, and tax information. Features include customizable email templates, sales goals management, predictive contact scoring, sales forecasting, audit logs, and role-based access. On the analytics dashboard, administrators can also view and track KPIs, teams’ performance, sales, client communications, and other data.

Freshsales Pricing
  • Free: Free for Unlimited Users
  • Growth: $15/user/month billed annually (or) $18/user/month billed annually
  • Pro: $39/user/month billed annually (or) $47/user/month billed annually
  • Enterprise: $69/user/month – billed annually (or) $83/user/month billed annually
  • Starting price: $15.00 per month
  • Free trial: Available
  • Free version: Available

EngageBay CRM Software Solution

The EngageBay marketing, sales, customer support, and CRM solution helps small and midsize businesses acquire, engage, and convert website visitors into customers. By using the cloud-based platform, companies are able to build relationships with their customers and retain them over time.

EngagementBay’s features include email marketing, landing pages, live chat, a help desk, tickets, telephony, appointment scheduling, and contact management. Integrated CRMs allow companies to track all customer, lead, and deal activities as they progress through pipelines. Furthermore, it provides users with marketing capabilities for real estate teams. Such as automated email templates, customized forms, and social media engagement.

Network Support Services for Your Business

By integrating EngageBay with Zapier and Xero, businesses can connect EngageBay with third-party applications such as Salesforce, Intercom, MailChimp, HubSpot, and many others. 

EngageBay Pricing
  • Basic: $14.99/user/ month (paid monthly) or $12.29/user/month (paid yearly) or $10.79/user/month (paid biennially)
  • Growth: $49.99/user/month (paid monthly) or $40.99/user/ month (paid yearly) or $35.99/user/month (paid biennially)
  • Pro: $79.99/user/month (paid monthly) or $65.59/user/ month (paid yearly) or $57.59/user/month (paid biennially)
  • Starting price: $10.79 per month
  • Free trial: Available
  • Free version: Available

Salesforce Sales Cloud CRM Software Platform

Salesforce Sales Cloud is a CRM platform on-demand that offers sales, marketing, and customer service applications for small, midsize, and enterprise businesses. With this Salesforce platform, you can manage leads, marketing automation, and contacts. Managing customer accounts, tracking sales leads, conducting and monitoring marketing campaigns, and providing post-sale support are some of the functions of these applications. The updated CRM version of Sales Cloud streamlines the sales process and makes it easier to create leads, manage account activity, track campaign statuses, and create reports.

Salesforce for Outlook lets users synchronize contacts, calendars, emails, and tasks between the two applications without affecting business processes. Users of Salesforce Sales Cloud for small businesses can manage contacts, track sales deals, and manage tasks.  And also can manage events, harvest leads, and track performance. The enterprise edition of sales has features such as call scripts, team-selling functionality, business workflow. Additionally, this Salesforce app provides a technology stack that covers database and security as well as workflow and user interfaces.

Read more: Real Estate CRM Tools

Bonus Tip:
  • It looks like you’re already using a lot of services from Google, so I wanted to mention that you can actually create a robust CRM and project management platform inside Gmail, without the need for an outside CRM software. Since it’s inside Gmail, it will work seamlessly with Google Contacts, Google Calendar, Google Drive and Docs, and Google Voice. All you need is the free Gmail Label and Email Sharing Chrome extension to make it work.
  • Corelogic offers a comprehensive suite with the agent achieves platform, however, there are shortcomings with almost every area they serve.
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