Real estate customer relationship management software helps agents handle communications with potential and current clients. Most real estate customer relationship management software includes some form of categorizing leads and setting reminders and actions to follow up with those contacts. There are also many other features that real estate customer relationship management software can include.
CRM is the commonly used acronym for a customer relationship management software.
Real estate CRMs help generate business from referrals and sphere of influence. Those two channels account for over 60% of real estate business. That said, many agents don’t use a CRM. Coaching systems and best practices guides encourage agents to use CRMs. They often suggest that agents can capture more business by adopting a CRM.
CRMs designed for real estate integrate with popular real estate software. This is particularly important for including MLS data. They also include customized templates and lead stages to reflect real estate workflows. CRMs designed for broader use often have similar functionality. But they lack the same level of customization or integration for real estate.
A dialer helps agents automatically call contacts within their CRM database. These tools often integrate with existing CRMs or are included as part of CRMs. Many agents use dialers to automate their outreach to expired and FSBO listings.
Contactually, Lion Desk, and Follow Up Boss are three of the most popular real estate CRMs. Broader agent platform services often include CRM functionality. Some examples are Chime, TopProducer, and BoomTown.