We all know CRM is a tool that helps manage customer relationships with the company and products and services. CRM is Customer Relationship Management.
There are thousands of CRM providers in the Internet world or cloud. There are CRM you can download and start using, which we call free or open-source CRM. There are also SAAS CRM platforms worldwide, which are affordable for setting up your own. All CRM has a lot of advantages and disadvantages because, most of the time, CRM was built for the general purpose of serving all industries. On the other hand, CRM also has an issue with cultural behavior, the mindset of each community, and users by country. In real estate CRM, the buying process and lead generation or referral features of the Philippines will not fit with CRM, which build for USA or Australia.
Let us look at the CRM for Real Estate Industry. A real estate CRM is a customer relationship management (CRM) system that helps manage all communications with prospective buyers, or renter leads. Listing Sellers in the middle of the communication license broker will take big roles in negotiating and do many tasks to close the transactions. CRM tools are getting very useful in the daily work of the real estate industry. The best real estate CRM will be a CRM that take care of real estate need like sellers, Brokers, Buyers, Renters, etc.
RE/PHIL comes with Real Estate CRM; the following are the main features.
One of the very important features of CRM is lead management. The Broker website can automatically create leads from all inquiries from the MLS broker platform. The Broker can add leads from a different source in the CRM platform. Leads will have a dozen pieces of information like date of interest and date of last communication using SMS, email, virtual meeting, or a physical meeting. Each lead can have a secondary contact person and family member's information on the platform.
CRM will have a powerful process to validate and categorize each lead based on their information and interest in the property for buy or rent.
CRM will give emailing tools to synchronize all communication with prospective buyers and listing suppliers. All this information will be in the master database to monitor and validate the future progress of the transaction.
If your plan and activities are outside the schedule, it doesn't exist. RE/PHIL CRM offers a powerful, easy-to-use real estate broker and agent team-friendly calendar planner that will synchronize perfectly with all users and leads in the dashboard for productive results. Now you can see your task, meeting, and priority plans in a few seconds.
Closing a deal includes a lot of tasks, and it might take a lot of work to remember each task. Some tasks might be outside your expertise, and it's your partner or Agent under you. CRM will ease your life with the delegation with schedule and monitor the progress. The to-do list is key to success in any business, especially in real estate; there will be a lot of action plans to close a deal. All tasks can be interconnected with contact with an agent or user of the platform, allowing additional information with notes. Team members will now have a great way to focus and manage time for the best result.
The main user of the broker seller platform can add as many as user need in the group to push the work, delegation, task, etc. Each user can have specific permission in the platform to navigate the task for the final goal. RE/PHIL CRM will come with the default of 3 users or team members only, but based on need, it can be upgraded to any nos. of users.
CRM has been developing so that brokers now communicate with the listing supplier or owner of the property. A broker can schedule a property viewing with the prospective Buyer and Property owner using CRM and an established and trusted understanding of data privacy.
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