Why Do Real Estate Agents Need CRM?

A recently-concluded study on Home Buyer and Seller Generational Trends Report by the National Association of Realtors (NAR) revealed that 89% of the older boomers and 99% of the Millenials conduct an online search before they purchase a home. This makes it important for every real estate agent to go online and help potential homebuyers make informed decisions. However, this is not the only thing that real estate agents are bothered about.

The typical day in the life of a real estate agent involves juggling a wide variety of tasks, such as keeping a tab on referrals, taking customers on property tours, visiting open houses, staying in touch with past customers, identifying new potentials, scheduling calls and meetings, identifying the progress made with customers, attending to potential customers, and the list goes on. This brings us to the big questions. How to organise your everyday tasks in a better way? How to always stay on your toes while delivering a customer experience? How to get a bird's eye view of the challenges and opportunities ahead of you? The solution to all these and many other questions lies in embracing customer relationship management software.


Let us read about the benefits of a dedicated CRM software for real estate agents and brokers.


#1. Stay aware of your prospects

You may be getting lots of leads from different sources. It could either be from social media channels, marketing campaigns, open houses, advertisements, interactive content, and so on. But how do you manage these leads and even inquiries? This is where a real estate CRM such as Microsoft Dynamics 365 CRM comes into the picture. For instance, you can leverage CRM to create web forms to collect information about your leads and prospects. Additionally, you can use chatbots via CRM software to engage in real-time with leads and prospects.


If this is not all, a real estate CRM such as Microsoft Dynamics 365 CRM can help you extract information about your prospects from their social media profiles. It can also help you identify the most visited pages of your website, how visitors engage with your website and social media channels, and more.


#2. Helps you prioritise leads

A real estate CRM such as Microsoft Dynamics 365 CRM helps you focus on the leads that are more likely to convert and not run blindly after leads that may not convert. But how can a real estate CRM do that? It does this by scoring your leads as hot, warm, or cold, depending on how prospects engage with your real estate business.


#3. All information in one place

One of the best things about a real estate CRM such as Microsoft Dynamics 365 CRM is that it allows you to send messages and make emails or calls within the CRM itself. Moreover, you can always track every customer activity or explore a chronological timeline view of every engagement you have had with leads and prospects. Moreover, you can even upload files such as purchase or rent agreements, buyer contracts, and more. You can even leverage a real estate CRM such as Microsoft Dynamics 365 CRM to add, edit, or delete tasks, appointments, and notes that are relevant to each property and customer.


Find out how you can leverage Microsoft Dynamics 365 CRM to improve lead generation, recall, engagement, client communications, and productivity. Call us at +44 20 3488 8602 or drop us an email at info@cigconsultants.com to know more about the benefits of a dedicated CRM software for real estate agents and brokers.

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