Real Estate CRM Software

The realtor can monitor every aspect of the business from here. One can track down clientele details like name, contact information, home buying & preferences, the record of clicks on a page, and also keep a track of emails, chats, & calls.

An agent can directly begin a conversation with a potential buyer over a call or chat. He can manage all inbound & outbound home inquiries, a unique area-wise local number for better conversion rate, and a browser-based calling or texting to the client. One can also get a short link for sending traditional messages (SMS).

The realtor can track both, a new and an existing lead. One can track every lead activity on websites. In one visit of a user, the real estate application identifies his preferences and creates a detailed report of his activities. The software also keeps track of outbound emails, SMS, click-rate, open-rate, for proper website analysis. It helps in link tracking too, all this leads to increased conversion.

This is a motivational feature that keeps your agents engaged in the lead generation application. He gets points based on specific actions performed for a lead. Also, one can set their own goals and weekly targets to earn these points. There is a unique feature in the form of power hour for those agents who want to earn extra points and gain more leads in CRM.

This functionality automatically assigns leads to the agents based on the lead source, lead type, and zip code. It assigns the lead to the best available agent as per the Round Robin Algorithm.

The real estate CRM software has integrated major email providers that support IMAP and SMTP including Google, Outlook, Yahoo. It sends and receives an email directly from CRM. The CRM software is easily integrated with a third-party email provider too and tracks the emails efficiently.

The agent can schedule his desired lead looking at the contacts and visit the properties. Such scheduling will be directly synced with Google Calendar and one will receive notifications of various events via SMS and Email.

The system provides a questionnaire to the agents. Based on their answers, the machine learning algorithm generates lead preferences and gives the best matching property for lead. There are other attributes too based on which the algorithm makes its decision like activity tracking from the analytics, saved homes, and more.

This functionality shows the activity history of a concierge and realtor. So, both can be on the same page while nurturing a lead. Every task done by them, being in a different time zone, is tracked.

Online lead generation is done with precise task management. An agent can efficiently manage his overdue tasks by getting a complete overview of the dashboard with details like today, upcoming, completed tasks. In this way, he will easily be able to prioritize his lead-based tasks.