How To Choose The Right Real Estate CRM Software

Today, CRMs are a necessary investment for businesses, especially those in the real estate industry. They make work more streamlined, structured and efficient. More importantly, by automating regular operations, they allow your sales team to concentrate on core processes, eventually improving performances as well. The benefits of Real Estate CRM software are undebatable. But then the question arises – how to choose the right one?

With so many options available in the market, finding a solution that suits your business process can be quite a task. But there are some basic parameters to help solve the dilemma. This blog post will discuss six tips that can help you decide which Real Estate CRM Software is best for you. Read on to make an informed decision.

The Ideal Real Estate CRM Process

  • Step One: When a potential customer visits your website, the CRM should identify them based on their IP address. 
  • Step Two: The system will then send an email containing relevant information about you and your deal, such as how much money is available for investment or what’s included in the package. Once they click on any of these links, it logs that action too! You can set up triggers like ‘If someone clicks on details’, this can automatically provide more detailed information.

Tips and Features to Look Out for in Choosing the Right CRM Solution

Information Tracking Capabilities

These are a vital part of any CRM software. However, it can be tough to keep track of all the essential information that needs to flow through your system to get things done and boost your business.

However, you must ensure that the solution you choose must handle –

  • Basic personal information about each client
  • More detailed property and deal tracking
  • Referrals they generate themselves or from others by recommending them as customers (and receiving referral credits)
  • Managing files sent by clients who need constant guidance on  access codes, warranties, manuals, etc.

Also, the software must provide an online portal with instant access 24/7 to customers seeking out for additional information.

Keeping Your Information Organized Through Workflow Optimization 

  • Organize by New Leads

If you want to increase your success rate, getting a hold of potential clients as soon as possible is essential. In addition, you should prioritize new leads so that they are contacted first and foremost, making time an even more critical factor in closing deals.

  • Organize by Task Due Date

You can organize your contacts by task due date. Thisway, if a lead can’t get in touch with you today, they’ll be at the top of your list to call the next day. At the beginning of each day, you have a look at the list of people you need to contact and set your daily tasks accordingly.

  • Organize by Last Contacted

Organize and keep in touch with potential clients, even if they’re not actively seeking to buy or sell at the moment. It helps you identify those who haven’t been contacted for a long time so that you can stay connected with your network.

  • Organize by Groups

Enable search for contacts in the CRM by different attributes like their neighborhood or source, and customize those contact records.

  • Calendar View

You can’t always be on top of your client scheduling, which is why it’s essential to have a calendar view for tasks. Having an overview helps you time-block and manage the competing demands of being a real estate agent effectively by helping you see what needs attention at all times rather than just when appointments are scheduled. 

This way, if any conflicts arise or anything changes during the day that throws you off your schedule, these adjustments will be immediately visible in one place, so you don’t forget about them.

Easy Customizations

Some of the most common features customers look out for are easy customization and integration with other third-party tools or applications on your device. These include email clients, calendars, etc., thus making things easier when reaching out to prospects.

Safety and Privacy of Data

The CRM you use should be trustworthy and secure when handling all your sensitive information. Make sure to look into their data security and privacy practices, as this will let you know how safe the company is. Questions could include where they store your data or if it’s encrypted in a certain way, requiring  special access to get it from them.

Training and Business Support

Do you find it easy to get additional training and business support when needed? How fast is the response rate and turn around time when it comes to answering and solving a customer query? Do they have online communities to check for related and solved complaints?

Easy Implementation

Is this CRM easy to implement and use? It should be able to get you up and running quickly, with easy access. However, if it takes too long for some basics like setting preferences or adding information, that will not fly very well.

Sell.Do: Your Ideal Real Estate CRM Solution

Sell.Do offers a suite of Real Estate CRM software that can be used to manage your real estate business in one place. These include lead nurturing and campaign management tools, team collaboration programs for the office space, performance analyses with reports, and dashboards to track success rates by department or make custom surveys. 

Online selling is also possible through Sell.Do’s platform which includes everything from property search features using keywords like price range or number of bedrooms in that particular property.


We hope you’ve found this article helpful and has provided tips  on how to choose the right CRM for your business. Also, let us know if you have any questions or if there are any specific features we can add.

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