Any top-performing real estate agent will tell you that the most important tool in their arsenal is a CRM (Customer Relationship Management) that is purpose-built for the real estate industry. This means that the CRM has features such as lead generation campaign tracking, real estate lead and contact management, schedule management, contract sharing, and access to real estate trends and industry news. In other words, the CRM must be able to help realtors visualize clients individually and allow them to provide personalized service while enabling efficient sales processes.
Read on to learn about the top five CRM tools for real estate agents in 2021.
Propertybase
Built on the Salesforce platform, Propertybase is a powerful CRM software that provides commercial and residential realtors and property developers with access to industry-specific tools and core CRM features. This CRM helps agents to manage relationships from showing to closing. It features enterprise-grade contact and lead management tools that allow you to capture leads from your website and route them to the appropriate agents. Additionally, these tools let you track social media feeds, build detailed contact profiles and create custom dashboards and reports. It also integrates with several different programs, including Geopointe, a real estate mapping software that helps you plan your day and get to the right locations in a timely manner.
Wise Agent
Wise Agent consists of a suite of integrated tools for contact and transaction management, scheduling, marketing, and unlimited in-software document storage. Its contact management features are intuitive and straightforward. Agents can sync their contacts with Google and manage leads on the go using the mobile web application. Additionally, all communications are logged with time and date stamps. However, it goes beyond just basic contact management by also offering robust marketing automation features. These features include templates for creating content, post to Facebook feeds, and integrations with MailChimp and ConstantContact. Furthermore, Wise Agent is cloud-based, and users can try the CRM out for free on a no-obligation 30-day trial.
Insightly
Offering integrated project management features, Insightly is a popular choice for real estate agencies. Features of their project management tools include automatic reminders, milestones, project pipelines, and role specification. In addition to project management tools, Insightly also offers customer relationship management and social CRM features. With these tools, you can record and manage contacts and related tasks, build custom fields, share files, create contacts with web forms, and receive automatic notifications. The social features of Insightly include access to contacts' social profiles, and it integrates with MailChimp for marketing automation.
Pipedrive
The Pipedrive CRM offers innovative visualizations and tools to guide realtors through the sales process. It helps agents prioritize by displaying their properties and contacts according to the sales pipeline's different stages. Realtors can drag and drop deals into the pipeline and concentrate on specific deals by imposing filters. Alternatively, agents can view deals in a timeline layout so as to strategize scheduling and task management. Pipedrive integrates with Gmail, but emails can also be sent and received from within the system, meaning they'll be linked to relevant contacts and properties. Additionally, this CRM is fully customizable, allowing real estate agents to disable and hide the features they don't need.
Zillow Premier Agent
Founded in 2006, Zillow Premier Agent is solely focused on the real estate industry. It's integrated with the Zillow real estate listing website so agents can see their client's search activity, allowing them to respond immediately and get a good understanding of the kind of home their client is looking for. In addition to contact management tools, Zillow Premier Agent also offers marketing tools and templates and a designated web page for agents to showcase their expertise, past sales, and customer reviews. Additionally, this CRM provides phone call introductions to current leads in a realtor's area and leads categorized by zip code.
Conclusion
In a study by ActiveRain, real estate agents who make over $100,000 per year are 87% more likely to use CRM software than those who make under $35,000 per year. Although this doesn't prove a definite correlation between CRM software and real estate success, it does suggest that a CRM is a powerful tool for agents to have.
