To ensure you select the right CRM for your real estate agency, follow these steps:
1. Understand what you want your CRM to do.
Determine your top goals for your CRM. While you likely know you want to manage customer relationships, create a detailed list of the areas where you need help, such as contact management, deal tracking and email campaigns.
Examine your marketing processes and assess your e-commerce, project management and communication needs. You want the CRM you choose to facilitate your real estate business.
2. Evaluate available CRM products on the market.
Not all CRMs will have the features you need. It’s crucial to check out any potential CRM platform’s app store to ensure you’ll get the functionality you want. For example, Salesforce has 15 real-estate-focused apps, while Zoho has two. These apps may provide you with convenient shortcuts to ensure your CRM meets your expectations immediately.
3. Ask vendors for a demo or free trial.
After you create a shortlist of vendors with promising CRM software, it’s time to get some hands-on experience. Each CRM solution highlighted here offers a free trial, which is a great way to get a feel for a platform before you commit to it.
If you choose a vendor without a free trial option, request a demo. On the video call, ask questions and request demonstrations on how to perform the specific tasks you’ll need. For example, ask them to show you how the platform handles lead segmentation and how it integrates with your current email marketing tool.
After you go through the free trials and demos, whittle down your shortlist.
4. Get quotes for promising CRMs.
Get as many quotes as possible from the vendors you’ve approached. Be specific about what you need; ask which service tier would be the best fit and whether you’d need paid add-ons to access certain CRM features. Determine if the vendor charges fees for training, onboarding and customer support.
If you run a large, multibranch real estate agency, consider getting quotes from different vendors. This may encourage them to enter a bidding war to secure your business.
5. Read online reviews of prospective CRM vendors.
Before you commit to a vendor, seek online reviews, expert opinions and customer feedback on website forums. Pay particular attention to CRM reviews from other real estate professionals, as their experiences and needs will be similar to yours. Ease of use and customer service are important, so look out for comments on these subjects.