We tailored a comprehensive custom real estate software solution to provide easy access to all customer-related data. The CRM gathers information on their search details, including their preferred properties, neighborhood descriptions, price restrictions in filters, and many other parameters too.
This info can be further clarified during communication with the customer. The CRM for real estate agents stores a history of their purchases and moves and uses this information to make suggestions to agents about following up with them from time to time.
The CRM prompts a responsible manager to check if the client may want some new real estate to rent or buy. The system encourages a proactive approach that helps to reveal hidden needs before competitors can do so. When gathered, this individual data paints a valuable picture of the demand in a specific city or even an entire area. Top managers in the CRM dashboard can see market metrics such as the average price of a deal, demand volume, and more.
The CRM software processes 100% of information coming into the real estate business and distributes requests among its agents in less than an hour. Where agents are too busy it cascades them to the next least busy employee. All calls, appointments, and emails are recorded and stored in the CRM. Agents and managers can track any deal’s progress, schedule meetings with the client, use the info from deal cards, fulfill and report their duties using the sales pipeline modules.
Our developers added shared workspaces to the CRM so that different employees can collaborate.
It’s easy to customize elements like activity types and statuses so that users can adapt the workspace to the needs of their own department.