CRM for Real Estate: Two vendors to looking into

CRM for Real Estate: Two vendors to looking into

Real Estate CRM

Is CRM integration so important?

While looking for Real Estate CRM we need to know a few basics. CRM (customer relationship management) and ERP (enterprise resource planning) systems are normally purchased and deployed separately. Maintaining synchronization between your ERP and CRM systems will be challenging, however, if they use separate databases.

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Any changes made in one system must be transferred to the other. Whether they are made by CRM users from customer service or ERP users from billing.

When you wait for the database to update before you process this manually, you will experience slower operations. And a higher risk of database errors.

Your business will be able to bill customers more quickly. And to handle returns in an automated manner, giving you clear visibility at every stage of the sales process.

  • Information is accessible faster

Your employees run the risk of becoming less efficient without an integrated system, resulting in lower customer satisfaction.

Take an example of your customer contacting you requesting an order status update. Your customer service representative should not have to trawl through multiple systems for information or inquire with other employees. Since this could result in a negative customer experience and business loss.

Employees will have real-time access to important information with a fully integrated CRM and ERP solution. By pushing a button, employees can retrieve information. Data are available on inventory levels, shipments, customer financials, order histories, returns, payments, pricing, and more.

  • Get rid of tedious data entry and duplication

ERP and CRM systems both maintain account and contact information. The ERP and CRM integration eliminates the need for duplicating data entry by providing identical rules for both systems. For the addition or removal of custom fields, as well as for new entries or changes in the database, the same principle applies.

  • Improving order, inventory, and quote management

By integrating ERP and CRM, businesses can convert proposals (created in the CRM) into actual orders (executed and tracked in the ERP system), reducing time spent on data management and increasing efficiency. A sales team would also have improved visibility into order status updates for customers and easy access to make necessary changes if needed. CRM will also display discounts and promotions.

  • IT overhead and training costs reduced

The average company spends $1,208 per employee on training every year, and employees spend 31.5 hours a year on training – that is a significant amount of time and money.

The use of these two programs together simplifies gathering and analyzing data – employees can quickly become familiar with a single piece of software and learn how to use it all.

CRM considerations for industries

From one industry to another, customer relationship management looks a little different. The type of CRM platform you need depends on your relationship with your customers, especially in healthcare, financial services, and real estate.

CRM for the real estate industry

Managing leads in the real estate industry is unique because agents must handle both buyer and seller leads simultaneously. By automating email campaigns to match new listings with appropriate prospects when a new listing becomes available, CRM software simplifies the juggling process.

A CRM application saves real estate agents time by helping them identify high-value clients and those who are more interested in browsing listings at a leisurely pace. Additionally, they will assist with appointment scheduling, geolocation mapping, and document management. Furthermore, CRM solutions that come with easy-to-use mobile apps make it possible to manage communication, contracts, and new opportunities on the go-a necessity in the fast-paced real estate market.

The following two real estate CRM vendors are worth considering:

  • Propertybase helps agents, teams, and brokerages increase their productivity by centralizing their leads and automating their follow-up with buyers and sellers. CRM, marketing tools, back office management tools, and lead generation tools are all included under one roof. As a result, agents can streamline the listing to the closing process. Agents can use Propertybase to automate drip campaigns and tracklisting performance.
  • Juniper Square This platform was designed for real estate investment managers and includes several unique features to manage investor relationships. There is a self-service investor portal, fundraising automation, and investor reporting. Investment firms can also streamline their operations with Juniper Square’s services, which include accounting, reporting, and compliance.



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