How a CRM Can Help Transform Your Real Estate Business
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As the real estate market continues to shift, staying in contact with your best clients, nurturing leads and continually adding to your pipeline will be more important than ever. Using a customer service relationship (CRM) system is a great way for real estate agents to manage their businesses like a pro and concentrate on what is most important — their customer relationships.
A Proven Solution for Real Estate Agents
Simply put, a CRM is a software system that is solution-based and helps you to manage aspects of your real estate business effectively. A quality real estate CRM lets you input and organize all of your information about your clients and leads quickly and efficiently so that you can access what you need when you need it.
Organizes Your Database for Maximum Efficiency
Your database is the lifeline of your business. It’s been said that we all have approximately 200 people in our sphere of influence, from personal to business connections. Real estate CRM software should allow you to input and then rank these names in order of highest priority as they relate to your business. The CRM should also have the functionality of alerting you to when these clients and leads should be contacted, whether it be by a personal visit, note or call.
Offers Structure to Keep You on Task
In real estate, things are always moving at a rapid pace. Using a real estate CRM system with a simple, but intuitive dashboard keeps you focused and on task to ensure you don’t miss an important appointment or deadline. It can help agents reduce their time spent on administrative tasks by streamlining their lead generation and transaction management-related tasks.
The best CRM for real estate agents also helps you set priorities as well as reminders for the day. Vital information on every client and lead is available at your fingertips, whether it is on desktop or mobile, so you don’t have to waste precious time looking for data that you need.
Lisa Waltke, a licensed agent from Austin, Texas, uses Buffini & Company’s Referral Maker® CRM.
“Without Buffini & Company, I would have a lot less structure and a lot less systems in place. It helps me with looking at numbers, looking at tasks that need to be done,” she said. “It’s really helped me just focus my energy. It’s made me more intentional.”
Keeps Track of Your Expenses
With the market shifting so much, it is vital that you are able to track every transaction and every expense related to your business. A reliable real estate CRM can help you do this by generating reports and projections, so you always know where you are financially. Buffini clients agree that this function is a great asset.
“It’s a tool that I can use for my business’ growth, for my numbers, for my statistics and as a forecast tool into the future,” said Elaine Fonseca, a broker from Santa Fe, Calif.
“A lot of my agents swear by it because it reminds them what they need to do and win,” added Julie Del Santo, a broker/owner from Lafayette, Calif. “It’s a great tool that is the playbook between you and your coach. You can’t do anything if you’re not tracking your numbers.”
Automated Goal Setting
Look for a CRM that lets you set daily, weekly, monthly and annual goals and the exact steps needed to reach those goals. This information takes the guesswork out of your business and helps you stay focused and productive.
“Referral Maker® PRO was a lifesaver for me. Having an athletic background the CRM became a training plan as it provided me with short-, mid- and long-term goals,” said Buffini client Ben Andrews, an agent from Portland, Ore. “Referral Maker laid out exactly what I needed to do each day with the number of calls, notes and visits. With consistency on my end Referral Maker allowed me to predict when and where my business was coming from.”
Full-Service Marketing Support
Research shows that personalization in marketing matters. It enhances your relationships and shows your leads and clients that they are more than just transactions to you. Look for a real estate CRM that tracks sales and leads as well as all of your conversations and client milestones like birthdays and anniversaries, so you have a personal reason for the outreach.
Some of the best CRMs for real estate agents also offer full-service professional marketing capabilities, with a mix of traditional and digital methods. They will set up campaigns, create collateral and set up metrics to track the campaign’s success. Using a marketing service will free up your time that you can then devote to your most important clients.
Easy to Use
A CRM for real estate agents needs to be easy for anyone to use, no matter how experienced they are or not. In the fast-paced world of real estate, an agent does not have nor wants to spend time to use a system that is difficult or unreliable. Support is critical as well, from the initial onboarding as well as ongoing use. While some functions may be intuitive you also need easy to access support on the real estate agent’s CRM’s website for those times when you cannot figure out something on your own.
CRMs for Real Estate Teams
Using a CRM allows the team leader to receive powerful insights, including real-time data and comprehensive reports about the entire team’s business performance.
Through a CRM, the team leader can also assign leads to an agent and then monitor the pipeline to see how they are progressing.
Grow Your Business and Change Your Life
If you want to get more leads, close more sales and grow your business, we’ve got you! Buffini & Company’s Referral Maker® CRM has helped thousands of real estate agents — we can help you exceed your goals too, even in the shifting market. Click here to try it for 30 days for free!
People Also Ask:
- How does Buffini & Company’s Referral Maker CRM work?
Referral Maker CRM helps you to organize your database and generate and rank your leads. It creates a daily to-do list with ways to stay in touch with your best clients, so you are always top of mind. A dashboard lets you set your short-term and long-term financial goals so that you always know if you are on target or if you need to make adjustments to make to your business plan. Click here to learn more. - How does Buffini & Company’s Referral Maker® PRO work?
Referral Maker PRO offers everything Referral Maker CRM does as well as full marketing support, including creation collateral and mailing services. Click here to learn more. - How much does Buffini & Company’s Referral Maker CRM and Referral Maker PRO cost?
Referral Maker CRM is $49 U.S. and Canada (plus tax) and Referral Maker PRO is $149 U.S. and $169 Canadian (plus tax). Click here for a comparison of the programs. - How can I learn more about Referral Maker CRM and Referral Maker PRO?
Schedule a time for a free consultation with one of our experienced Business Consultants who can help you choose the best option for your needs.
