What if you had a CRM software that was customisable and could work exactly like you want it to?
Yes. With a fully configurable real estate CRM can not only transform the way you manage leads but can also elevate your real estate business making you the top preference for your clients. A 360 degree customisable CRM for real estate lets you handle enquiries through automation, share property listings via automation, manage and track all your customer interactions, and cover all your routine assignments.
With this automation and customization, realtors not only elevate their sales but also evolve their workflows, manual processes, and personalize their client communication. With this personal connection made the estate agents are easily able to accelerate sales and collate more leads than usual.
What Features Can be Customized When Using a Fully Configurable Real Estate CRM?
When realtors scout for a customisable CRM, their most common question is ‘What can I customise?’ or ‘What features of the real estate CRM are under my control?’ To put in simple terms, you can automate your entire customer journey from pre-sales to post-handover.
In the pre-sales phase your customisable CRM can smartly handle all customer enquiries converting them to potential leads, automatically scores your leads based on their interest level and buying preferences, enables site visit management through automation, and handles call dispositions.
Moving forward, shifting to the sales phase, you can automate and handle your site visit execution and keep track of your agents’ whereabouts, handle the property sales and manage the offers via automation, generate error-free cost sheets that are ready to share with customers, manage your property listings in a unified inbox, and also keep track of the brokers you are working with.
Taking a step ahead, in the post sales phase you can easily set reminders for payment milestones via automation and also select the frequency with which you wish to shoot the messages, you can automate document generation saving you the hours of time spent in handcrafting those documents, and handle all your cancellations and KYC matters.
Lastly, in the post handover phase your customisable CRM will handle all the legal documentation, customer SR, and facilities management.
With this level of automation and customisation, realtors can very easily scale their business up to 4x and do not have to worry about missed leads, follow-ups, or mismanagement of properties.
Smart Enquiry Handling
With a fully configurable real estate CRM handling income queries becomes super easy. AI will convert each client enquiry to a potential lead and auto-assign it to the right agent. In addition, it also sends an instant notification to the agent to avoid delaying responses and customers get prompt and accurate responses right when they need it.
This saves all the manual work and the agents are easily able to focus on every lead and give proper time to nurture and convert those leads. The agents are not even overburdened with leads since AI assigns those leads strategically.
Property Portals Integration
With easy customizations made to your CRM you can manage all your property portals from a single platform. Estate agents resourcefully manage their listings, sync their own data without any manual efforts. Also, every team gets unified access to the inbox, making the internal communication even more seamless and quick.
Intelligent Site Visit Management
Executing and managing site visits is a hectic as well as tedious task for the agents. Scheduling one site visit can take hours. Connecting with the customer is of utmost importance but managing and scheduling a seamless site visit experience is equally important.
With real estate CRM software it becomes easier to schedule site visits and each connected party has real-time access to the whereabouts of the agent, what they are doing, and what will happen next. It aims to fasten the process, smoothen workflows, and easy to follow processes.
One Click Cost Sheets Availability
When customers are scouting for properties it is only natural that they ask for the cost of the property. There are various kinds of costs that are added and deducted in property valuation before the final cost is shared with the customer.
With the help of a CRM, the costs that take hours to be calculated are completed instantly, can be updated on the go and is then shared to the customers on the go. This helps the companies easily compete with the competitors by capturing leads faster with one click cost sheets. Also, these calculations are error free, leaving no scope of delay when shared to the customer.
How does a Fully Configurable CRM for Real Estate Assist with Property Sales
With a CRM that works as per your command, the real estate businesses have a real advantage as compared to their competition. They not only keep their workflows organised but also use the real-time analysis to get a clarity about their property business, how the customers are reacting and their interest levels.
This AI predictive analysis is very useful when a business needs to upsell or run any kind of offers and promotions. With this predictive analysis they can communicate the right message to the right customer and the automated follow-ups make this process even smoother.
Automation & Speed
In times like today where automation and speed have become an inevitable part of the business, especially in real estate where capturing every lead is important, a customisable CRM is the key. The estate agents have the liberty to take full control of their CRM and this ensures that their system works in alignment with their business goals while staying ahead of the competition.
Secure & Reliable Data
A configurable real estate CRM allows the companies to share access with only trusted sources. When his access is shared amongst reliable teams, the data is secure and with an AI system in place any suspicious activities can be easily tracked and flagged.
Aligned With Your Business Goals
When you opt for a 360 degree customisable CRM and AI enabled, you can ensure that it is fully aligned with your business goals. This means that your real estate sales’ agents can customize the CRM as per their needs and requirements without any dependence on external forces. They know which activity to track and how to make the full use of a customized CRM.
Transparent Communication
Last but not the least, this one view dashboard in the customisable CRM allows real estate businesses to maintain transparent communication across the business. This transparent communication not only reduces long hours of team meetings and follow up calls but also keeps the whole business intact with each team having knowledge about the ongoing activities.
Conclusion
CRM automations are not a new concept but a customisable CRM, especially in real estate is something that can elevate your property business and sales and transform the way you currently manage your leads.
A 100% configurable real estate CRM will be your 24*7 assistant right from the pre-sales era including enquiry handling, cost sheets, and even entire documentation to the post-handover phase including any customer service or legal help. The entire customer journey becomes seamless. Follow-ups happen automatically, you keep track of every interaction, every agent, and every property sold or unsold, and redefine your customer’s buying experience.
FAQs
1. What is a fully configurable real estate CRM?
A fully configurable real estate CRM means that the real estate businesses have the complete liberty to make their CRM function their own way. They can customize it as per the requirements and change the requirements as a business scales. This provides complete flexibility and agents can easily use the same CRM on every growth path.
2. What Features are customisable in the fully configurable CRM for real estate?
With a customisable CRM the realtors can customise almost every part of the customer journey including enquiry management, site visit schedules and management, documentation, legal proceedings, cost sheets , and more.
3. Can I automate the real estate CRM to respond to customer queries 24*7?
A fully configurable real estate CRM will be your 24*7 assistant right from the pre-sales era including enquiry handling, cost sheets, and even entire documentation to the post-handover phase including any customer service or legal help.
4. Is my data secure with a CRM that is customised as business scales?
A fully configurable real estate CRM allows the companies to share access with only trusted sources. When his access is shared amongst reliable teams, the data is secure and with an AI system in place any suspicious activities can be easily tracked and flagged.
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