top of page

What Is A Real Estate CRM And Why Is It Important?

Are you a real estate agent or broker who wants to schedule meetings, address customer queries, segment and nurture leads, and proactively adjust to changing demand and demographics of prospects? If your answer is a big yes, Microsoft Dynamics 365 CRM can help you in countless ways.

Buying a home is the lifelong dream of homebuyers and it's also one of the biggest (if not the biggest) investments they will make in their lives. This is the reason why the relationship between real estate agents and potential homebuyers has always depended on trust.

However, today's homebuyers also want the information made accessible to them at all times. They also spend countless hours identifying the right options before them before making the final decision. To stand out from the crowd, real estate agents and brokers need to manage their sales pipeline, improve transparency in communication, and proactively understand changing industry trends. However, managing everything can be overwhelming, to say the least, and this is where Microsoft Dynamics 365 CRM comes into the picture.

Identify, manage, and nurture leads effectively

Today's tech-savvy and informed customer expects quick responses from businesses. However, this can be difficult especially when leads are scattered across a variety of platforms - social media, websites, real estate portals, exhibitions, and more. Microsoft Dynamics 365 CRM can help real estate agents and brokers store details of all leads in a single and secure location. This helps in quick and seamless communication, irrespective of the communication channel.

Contract and transaction management

A real estate CRM system like Microsoft Dynamics 365 CRM can help real estate agents and brokers manage deadlines for transactions, upload contracts, and provide access to individuals and organisations who are a party to the transaction to raise queries and view documents.

Manage current and future real estate leads

Managing multiple leads at the same time can be a blessing and a curse. If you are not proactive, you can end up losing out on opportunities that can even damage your reputation in the industry. Obviously, you don't want and cannot afford that. A real estate CRM system like Microsoft Dynamics 365 CRM can help you identify, nurture, and manage leads and prospects like never before.

Manage Drip Campaigns

A real estate CRM system like Microsoft Dynamics 365 CRM helps in assuring homebuyers that sellers have their best interest at heart. Real estate agents and brokers can instill a sense of trust among homebuyers by helping them make informed decisions and stay updated with industry trends.

For instance, real estate agents and brokers can leverage out-of-the-box CRM tools to create drip campaigns to send messages, newsletters, and automated emails to prospects and customers. These drip campaigns can include tips on how to prepare for weather changes, home improvement, the latest offers, and more.

Find out how your real estate business can leverage Microsoft Dynamics 365 CRM to identify more opportunities, target new markets and customers, close more deals, and stay on top of the game. Call or email us now!


bottom of page