Selecting the right real estate CRM and software platform can be challenging. However, choosing a niche solution tailored to the specific needs of real estate professionals in your market will help you get the most value and functionality.
Here are 8 key factors to consider when evaluating real estate CRM options:
1 - Real Estate-Specific Features
2 - Area-Specific Customisation
3 - Performance & Responsiveness
4 - Mobile and User-Friendly
5 - Accessible Support & Training
6 - Reviews and Track Record
7 - Regular Updates
8 - All-in-One Solution
Opt for a system with responsive design that scales easily on mobile, tablet, or desktop, providing you and your clients a seamless experience across devices. Look for software that’s both mobile-friendly to use on-the-go use and intuitive, with comprehensive training and support when you need it.
A top real estate CRM should offer all-in-one functionality: CRM, listing management, portal syndication, website tools, deal tracking, reporting & performance metrics and task automation to boost productivity and efficiency. Also, check for positive reviews on Google, social media, and the company website to gauge satisfaction from current users.
1. Real Estate-Specific Features
Ensure the software is designed specifically for real estate. Many agents struggle to adapt general CRM platforms that aren’t tailored to real estate needs, leading to technical issues.
Look for real estate CRM features like targeted client segmentation (buyer, seller, tenant, landlord), listing management, property matching, deal tracking, and real estate marketing tools like landing pages and digital business cards.
2. Area-Specific Customisation
Choose software designed for your specific location. For example, in South Africa, the real estate process and marketing methods differ from the U.S. or Australia.
A localised platform ensures listings display in the correct currency and time zone, and that fees are manageable without currency conversion issues.
3. Performance & Responsiveness
A high-performing platform should work smoothly on any device, whether phone, tablet, or computer. This is essential for you and for clients who view property landing pages or your digital business card.
Avoid software with frequent performance complaints and slow load times. Efficiency is key - a top real estate CRM should streamline your deal flow without delay.
4. Mobile and User-Friendly
A mobile-friendly real estate CRM helps you manage your business on the go without being tied to a computer. Seek out a user-friendly interface that doesn’t require extensive tech skills to navigate, saving you valuable time.
5. Accessible Support & Training
Adopting a new software can be intimidating, so it’s crucial to find a platform with accessible human support and thorough training materials. Quality support ensures a smooth transition to your new real estate software.
6. Reviews and Track Record
Check reviews on Google Business, social media, and the company website to confirm the software’s reliability. Partnering with a well-regarded CRM with a solid track record gives you confidence that the platform will support your business growth.
7. Regular Updates
Real estate trends and needs evolve rapidly, and your CRM should, too. Look for platforms that offer regular updates and feature improvements to keep you competitive in a dynamic market.
8. All-in-One Solution
Finally, consider the benefits of a CRM that combines multiple functions in a single platform. A robust, integrated system allows you to work efficiently, reducing the need for multiple logins and tools.
Find a system that offers contact management, listing management, syndication, deal tracking, website, reporting & performance graphs and real estate specific marketing tools all in one platform.
By focusing on these core features, you’ll find the right real estate CRM software that enhances productivity, streamlines operations, and supports your business growth.
PropCon meets all the essential factors outlined above.
Click here to explore the full range of features and tools it offers.