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Does Your Real Estate CRM Have These 3 Key Features?

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Getting organized can be tough. In today’s digital world, it’s not uncommon for real estate agents to store information all over the place. Between contacts on your phone, reminders on sticky notes, important dates in a handwritten planner and a database spreadsheet on the desktop, keeping track of a real estate business can feel a bit chaotic sometimes.

Of course, you can always set up a real estate CRM (customer relationship management tool) to organize everything in one place. However, if that program lacks the appropriate features, you could find yourself right back to the sticky note reminders and to-do lists on your phone — while still paying for a real estate CRM that isn’t working! 

That’s why it’s essential to invest in a real estate CRM with features that will help organize your contacts and lead generation efforts in a way that increases your productivity. Here are three key features to look out for:

Easy to Aggregate All of Your Contacts

For starters, your real estate CRM should make it so easy to import your database. The interface should be clear and simple to navigate, and each contact entry must contain everything you need to manage that relationship — think space for birthdays, hobbies and interests, and even the ability to link spouses. This way you can take all those sticky notes and phone reminders and include them directly in the contact.

Relationship Ranking System

Housing your database in a spreadsheet isn’t going to cut it on this one — the right real estate CRM needs technology that makes it easy to rank your relationships based on how likely they are to send you business. This is essential if you want to optimize your lead generation, because then you can focus on serving the relationships who are actively referring you to others. By ranking your relationships this way, you’ll also be able to streamline your marketing efforts, which should also be integrated with your real estate CRM for best results.

Clear Daily Action Plan

Once you get organized, it’s time to get to work! A great real estate CRM should make it easy for you to know what to do each day. Look for software that generates personalized action steps based on income goals and client ranking. You should know exactly who to call, write or visit in order to keep generating referral business. Let’s face it, your sticky notes can’t exactly tell you how to do that!

For a real estate CRM with all of these key features and more, check out Buffini & Company Referral Maker® CRM. This productivity tool helps you get organized, rank your database and find clear action steps for your day-to-day. Sign up for a free trial today!

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