Apart from all the hurdles and affairs we face in an business organisation , the one which we can not neglect is customers , who keeps your company afloat . They may be feeling thankful when it comes to managing a customer with effective IT solution by way of CRM solutions which helps you maintain stronger relationship .
Business which are involved in real state business is mandatory in need of CRM solutions which can help them in maintaining a long term customer relationship which is necessary in this field along with storing customer records which need to be maintained accurately .
Now lets look at the criteria of selecting CRM software :
What’s The Real Aim Of Real Estate CRM System
Before coming to any decision and choosing the best CRM , let’s look at the features which is actually required in the real state CRM .
You should keep the following points in mind :
- Is your business is about sales or rental ?
- Is your CRM is going to manage low income or luxury ?
- Does it contain the efficient sales management .
The first and primary aim of any CRM to manage the sales lead efficiently , regardless of the resources it came from , for instance email marketing , online advertising and so on . The platform should be digestive enough to ingest all the data and then filter the data as per the needs.
When talking about the CRM , we must primary focus on the following functionality :
- An automated import of data leads .
- An opportunity for the manager to track salesperson who have converted the most number of leads into deals .
- The effective management of hierarchy of management .
- The hierarchy of access depending on role of team .
Now lets look at the tips to choose the real state CRM software :
1) Don’t Let CRM Services Trick You
There are plenty of CRM solutions available in the market which is comes to real state activities . But the fact is every real state business have specific scenarios which are being followed and need also be present in the CRM they will choose .Apart from choosing the general purpose CRM having the general capabilities , every business organisation needs custom customisation and integration needs as per the demand of the organisation , thus thereby extending the capabilities of your CRM
2) Let CRM Store Your Data
When it comes to renting a property or selling out the property in real estate business , it required a series of documentation and processing . Depending on the type of business , you will have to face with different necessity to attach information about your customers .
For instance renting a luxury property required tax information , income proof and so on which may not be the same while renting a common property . Thus keeping in mind you should choose the CRM that must be able to :
- Various formats of files .
- Importing of document into the system .
- Give high security of data .
3) Multiple Platform CRM Accessibility
It does not matter whether you are in a business of renting or selling , you should never underestimate the convenience of mobility . Most of the staffs in real state business are on the go , and hence the solution that can work along with their on the go can suits you best . The best example is sales staff in any organisation , which may need to update or find information of the records in CRM via their mobile phones .
This necessarily means you must have a desktop software along with the web version and mobile solution when choosing the CRM software solution . For that purpose code has to be responsive and capable of performing across all platforms .
4) Customer Interaction Is Needed
It is not over once your sales guy has closed the deal with the customer , rather it is just the beginning of customer with your organisation to experience all your services . Once you have signed the lease agreement with the customer , the next part is letting them know the operation related to property management and other stuff .
Whatever software solution you are using it to satisfy the maintenance request of renters should be well integrated with your CRM m in such a way that your staff gets all the information right from dealing to checking their past records , renewing their lease and so on .
Your CRM must also have a integrated with system of accounting in order to get automatic renewal reminder and will also be proven beneficial in case of delayed payment or damage of property .
So mapping a CRM solutions from different angles together with its integration with third part services to access the benefit of the same can help you find the best CRM solution
If you need to know the more detailed functionality of CRM or want to build a custom solution right from the scratch , we can help you out .
Winklix is leading CRM software development company who can help you ease on your real state business .
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