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Top Features to Look for in Real Estate CRM Software

Top Features to Look for in Real Estate CRM Software

As technology has rapidly developed, most businesses in the modern world make heavy use of Customer Relationship Management (CRM) software during the course of their business operations. CRM providers are now increasingly developing software tools to assist businesses in specific industries. For example, there’s now a large number of CRM tools on the market that have been specifically designed for the real estate market and the challenges these businesses face. 

This is why, in this article we’re going to go over the top features you should be looking for when getting real estate CRM software for your business.

Customer and Lead Filtering

One of the most important aspects of any CRM software is the ability to filter your records to your requirements. For example, you want to be able to rapidly search for the leads that are most likely to close. With these tools, you can set specific search parameters that allow you to find the investors that will be most beneficial to you. For example, if you’re looking for investors in California that have made more than ten investments, some real estate CRM software would allow you to search by these filters, which will improve your overall efficiency.

Specific Communication Features

One of the most important features of any CRM is the ability to log communications with customers as they happen. This is because when communications are logged within a CRM, users can then easily look up a customer’s file and access all the needed information about them and what has been spoken about. 

This helps to improve efficiency as information can be recalled more easily. The top CRMs will also integrate with your phone and email systems so all communications can be easily logged. Overall, the use of these features helps to improve customer satisfaction.

CRM Analytics Tools

One of the most useful features coming out of modern real estate software is the ability to analyse the information in your CRM. Many CRMs with these capabilities can help you to identify any problems with your customer journey process and allows you to make amendments to improve your overall close rate and the profitability of your business. 

You can also monitor the effectiveness of your sales and marketing teams by tracking the number of leads that come in and define how these leads have entered the business, so you can focus on the most effective customer acquisition strategies.

Collaboration Tools

Working within the real-estate market is fast-paced and people need to work together effectively to achieve success. The best real estate CRM software tools for real estate will include specific tools to allow team members to easily collaborate on tasks and increase their optional efficiency. The top tools will allow managers to manage their teams, assign tasks to them and create approval workflows. Furthermore, the most advanced tools will allow users to add their professional advisors such as accountants to improve their consulting capability.

Scalable Tasks

One of the main benefits of any CRM is the improved efficiency and speed at which tasks can be completed. The top CRM systems will allow you to complete tasks at skill to maximize these efficiencies. For example, with a real estate CRM, you should have the ability to send out reports and other key documentation en-mass to investors.

 Furthermore, notifications and emails key to your projects can be sent out with the single click of a button. This makes the management of key people in your projects simple and allows you to easily keep them updated about any issues.


Now that you’ve gone through this article, you should have a good understanding of the top features that you need to look for when getting a Real Estate CRM. With this knowledge, you should have no issues finding the best CRM system to suit your business from the multiple options available on the market. Ideally, you want a system that can deal with the complex and fast-paced nature of your business. Automation and being able to rapidly send critical documents and updates help to improve the efficiency of your real estate company, which will help to improve your bottom line in the long run.

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