Have you ever felt frustrated at not being able to reach all your clients in the way you would like to? Do you feel that a lot of projects fall through the cracks because you lack the resources to help you organise your work efficiently? Would you like to be able to effectively coordinate marketing campaigns and commercial actions? A real estate CRM can be the solution. Here’s what it is, and how it can help you – don’t miss out!

What is a CRM?


The term CRM stands for Customer Relation Management. As the name suggests, it is software that helps to manage and improve customer relationships through database management. It helps you by optimising tasks in different areas, which are usually carried out by the sales, marketing and after-sales teams.

You will notice a change in the day to day, because each client that visits or contacts your real estate agency will have a file in which all relevant information will be written down. This can include from basic characteristics, such as whether they are interested in buying or selling, to very specific data, such as the type of property they are interested in, their preferences regarding the layout of the flat they are looking for, or even a summary of each interaction you have had.

Subsequently, the system allows you to retrieve this data for future meetings or cross-reference the information of different clients with common interests to send promotions to. As a result, you will enjoy the following advantages. 

  • You will improve productivity and efficiency. Everything will be in one place and easily accessible. This translates into considerable time savings.
  • You will be able to make decisions more easily. By having quality information, your reactions will be based on useful data.
  • The sales process will be optimised. The more you know about the customer and the market, the easier it will be for you to do your job.
  • Your customers will be more satisfied. As a consequence, you will work faster and more accurately. This means a better shopping experience for the customer.


Things to consider when choosing the right CRM for you


No two CRMs are the same, just as your services are not the same as those of another estate agent. Although they may be very similar in nature, the functionalities have a great impact on how much you will be able to take advantage of each software. So, in order to make the right decision, the first two questions you should ask yourself are: how can a CRM help your real estate? And what are the objectives you are going to pursue with its implementation?

With this information, you will now have a basic guide with which to define the characteristics of the product you are looking for. Now is the time to start evaluating options, taking into account this information and your budget. Next, it is important to think about how your team will make use of this tool and create an integration plan. Doing it gradually will facilitate a smoother transition, and facilitate the necessary collaboration.

Finally, it is worth looking for software that allows you to automate some of the tasks, has an alert system and facilitates reporting. An important part of the attractiveness of a CRM system is the improved efficiency of your business, which will help you to have more time to interpret information and make decisions.


Benefits of a Real Estate CRM


So far, we’ve talked about the generic benefits of using a CRM in a business – but if you’re struggling to see how using a CRM would affect the reality of your business, you’ll find all the answers below.

You will get to know your customers better

As a service provider, it is extremely important that you spend time and effort getting to know your customers in depth. Thanks to the individual customer files, you will be able to know as much detail as you need to know.

Easily segment your contacts

When you want to launch a specific promotion, you can set up filters in the database and find the people who, for example, are most likely to buy or rent a property in a certain area.

Effortlessly cross-reference information

Every time a property enters your portfolio you will be able to cross-reference its characteristics or location with all those who are in the process of looking for something similar.

You will run personalised marketing campaigns

Not all your contacts are at the same point in the decision-making process. With a CRM, you can design different strategies and target them to those customers who connect with them best.

Evaluate the results

With all this quality information at your disposal, you will have a very accurate picture of the effectiveness of your marketing campaigns and the performance of the agents in your team.


Top 5 Real Estate CRMs


If you have already decided to use a CRM in your business, it’s time to start looking for the best one for you. These are the most popular in the real estate sector. 

1. Inmogesco

This is a 100% paid application that facilitates the management of calendars, contacts, properties and websites. It also allows the centralised sending of marketing campaigns.

2. Mobilia

It allows you to pay according to the use you are going to give it. Its environment is very intuitive and gives you great control over the processes. In addition, you have a real time support service.

3. SB Inmo

It offers a very complete service with functionalities such as corporate mail, individualised property management, etcetera. In addition, they have partnered with Floorfy to introduce our virtual tours in their system.

4. eGO Real Estate

From a single space you will be able to manage your website, your ads on real estate portals, your social networks and other real estate software.

5. Inmovilla

It is a CRM that has been on the market for more than 10 years. One thing that sets it apart from the competition is the MLS panel, which allows you to share information between different real estate agencies in the same group.


As you can see, a real estate CRM can help you alleviate a lot of headaches, it’s time to get started and start looking for the perfect one for you! 


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