Out-of-the-box Real Estate CRM Now Available
Convenient yet flexible to suit all real estate brokers big & small
“Subscribe & Start!” is the CRMsuite dot estate tagline.
How many times have you asked to a CRM software company …
“I am a real estate agent, I’m working this way … can I use your software?”
… and the sale representative replies cheerily “of course, the system is entirely configurable!”
But… what does configurable mean?
- It means that in its original form, the system does not quite do anything the way you want it to,
- It means you will waste a tremendous amount of time to configure it,
- It means that after a while, you will eventually give up because that software was designed primarily by and for IT people, and you will need to pay extra moolah for them to configure it for you.
Ready to use Real Estate CRM
Why use us?
Having a real estate broking background, we totally understand the difficulty of getting a CRM that suits the particular needs of the real estate industry. Our CRM was developed specifically for and with real estate agents and is able to support their business more efficiently & effectively. How? By automating agent’s daily operations, enabling cross allocation of leads within the team, monitoring follow-ups, managing viewings and tracking income. Nothing gets forgotten! Best of all, you don’t need to be an IT expert to use this system.
Today, we will show you how Leads are created and managed. Follow us for more articles on our features.
The LEAD Workflow
The features you would expect from a Customer Relationship Management Software would comprise:
- Customer Management (customer or prospect profiles and details)
- Product Management (Property Listings)
- Lead Management (Opportunities, Queries from your new or existing Customers)
Amongst the three, Lead Management is the most critical to your operations, and this is where we focus our effort.
For avoidance of doubt, “no configuration” does not mean “no flexibility”.
Once the agent has created a new LEAD for a given “Customer” and assigned it to an agent or himself, he can either:
· log a Contact attempt,
· log a Reached to ensure you are recording the necessary follow-ups, and/or
· schedule a Viewing appointment.
You can easily schedule Viewings across multiple Customers & Property Listings which appear on your dashboard calendar up till a week ahead, thus avoiding appointment clashes and accessing critical information at your fingertips on your PC and Smart Phone when you are on the move. Once the Deal is closed, you can record the Transaction Information (gross sales, commission, commission sharing with broker and/or other parties, whether it is collected or not, etc.) that can be used in reporting.
You can do all of this without any need for configuration.
for more information about creating a lead, watch our video.
Start following us! The next article will touch on the utilization of geo-location to create Smart Campaign!
