Choosing the right real estate CRM software offers real estate professional’s multiple benefits. It helps you better manage sales, marketing and customer processes and workflows. It also reduces time wasted on unnecessary tasks and activities. As a result, your sales teams can properly focus on managing leads and closing deals successfully, while you concentrate on effective business growth and decision making.
Real estate CRM software does this primarily through the centralisation and automation of vital real estate activities. In this article, we’ll look at several essential CRM features, with a particular emphasis on those offered by Qobrix Real Estate CRM software.
Table of Contents
1. CRM software to manage property listings
2. Handling large volumes of data
3. Dashboards and reporting
4. Integration of systems
5. Real Estate directories and MLS databases
6. Documents management
1. CRM software to manage property listings
You want real estate CRM software that will help you manage your property listings easily. Qobrix real estate CRM software enables you to add your properties with all related information through a user-friendly interface. This includes:
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- property description
- property specifications
- construction stage,
- property status and location
- images
- floorplans
- walkthroughs
- brochures and flyers
- details of the property seller such as contact details, engagement letters and inspection dates.
With Qobrix, you can also easily categorise each property by type and subtype and mark it for sale or rent. The advanced search functionality helps you quickly find properties to match to leads or opportunities, which can be sent to them by email or SMS directly from the CRM. Every property is also linked to important records like whether a viewing has been held or planned, total offers and counteroffers made, etc.
Website and CRM integration also means that any changes made to a property in your CRM will automatically be updated and reflect on your website immediately.
Key takeaway: Having a CRM system that streamlines the management of your property listings is a game changer in terms of time, convenience, and customer experience. It also enables your salespeople to focus on more critical activities like converting leads and making sales.
2. Handling large volumes of data
Your real estate CRM software should be able to simplify the handling of large volumes of data. It stands to reason that you are populating your CRM with a lot of information regarding contacts, leads, opportunities, and customers.
Qobrix real estate CRM software gives you the ability to easily record, access and analyse this information. It provides you with the means to organise the data in way that is easy to track. Duplicate information is quick to detect and simple to rectify. Data can be easily modified by reimporting updated spreadsheets. The CRM will automatically locate the existing data and update it with the new information.
Key takeaway: Data that can be recorded and managed in an optimal manner will help your sales team better manage customer and partner relationships. This in turn will have a big impact on lead conversion, sales and profitability.
3. Dashboards and reporting
Another way in which choosing the right real estate CRM will benefit your business is the software’s dashboards capabilities. Dashboards provide critical business intelligence and can be configured to meet your organisation’s needs.
Qobrix CRM dashboards can customised to present data in several ways, depending on individual user preference. This includes pie charts or line graphs, funnel presentations and bar charts, etc. Multiple reports can also be generated to highlight where your real estate business is at in real time and what decisions need to be made in the moment. Some of the most important reports required by real estate professionals are:
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- performance of your sales team
- outcome of marketing activities
- status of your property listings,
- status of all incoming leads
- current opportunities (according to budget and status)
- overdue opportunities
- sales pipeline (deals under negotiation or concluded)
- sales pipeline (individual or team)
- leads being worked on
- most viewed properties
- planned viewings of properties
- activities by salespeople (calls to customers, visits to customers, daily or weekly CRM logins, customer retention efforts)
Key takeaway: Real time access to live data provides you with the opportunity to gain an overview of your business at any point in time. This gives you the ability to make rapid and informed business decisions, improving operational efficiencies, profitability, and return on investment.
4. Integration of systems
Using manual applications or stand-alone systems can be a tedious affair and leaves you open to significant human error. This is especially true in managing operational, sales and marketing processes and procedures, monitoring email correspondence or telephone communications or juggling different calendars.
Real estate CRM software like Qobrix can solve this challenge in that it can be integrated with a variety of systems like your telephony and live chat systems, SMS gateways, website, mail server, MailChimp, business intelligence, as well as the back-office/ERP systems – to become the go-to focal resource for everyone across your organisation.
Key takeaway: Integration of systems such as those mentioned above offers a level of automation that streamlines many essential workflows and activities. This offers many benefits in terms of increased productivity, enhanced administrative processes and improved customer interactions.
5. Real Estate directories and MLS databases
Real estate CRM software like Qobrix gives you the ability to add your properties to global directories directly from the CRM. This includes popular directories like Zoopla, Zillow and RightMove. Through this integration, you can amplify your property listings to a global audience, expanding your target reach, simply and effortlessly.
For primarily US based real estate professionals, CRM and MLS integration offers you a wider pool of properties to sell to potential homebuyers, increasing sales and profitability. More on MLS integration can be found in this blog.
Key takeaway: You want a real estate CRM with integration capabilities that will enable you to promote your property listings to a significantly larger target audience.
6. Documents management
Real estate CRM software should be able to simplify the process of managing large volumes of documentation. Whether pdf files, images, videos or custom files, Qobrix can be used for uploading and managing a variety of documents required by your business in one central location.
Qobrix also lets you import any number of images into the CRM which then automatically sync to matching properties. This removes the need to manually upload images and add them to properties, reducing the risk of errors.
Key takeaway: Use a real estate CRM that streamlines the management of all documents by centralising everything you need in one place, and making it easy to modify or delete.
Discover more about Qobrix real estate by starting a free trial or requesting a demo.
