When clients are dealing with one of the largest financial commitments of their lives, they want to be able to trust their agent. Real estate CRM for agents helps them maintain a consistent, best-practice client management process and ensure that all clients get the highest level of customer service.
Real estate crm for agents includes features like contact management, lead nurturing, email and text message automation, and sales pipeline management tools. Many real estate crm for agents also offer mobile apps, and some can analyze data to provide reporting and forecasting capabilities.
LionDesk is an integrated CRM solution geared specifically towards the real estate industry. It combines everything from task tracking to client communication tools in an easy-to-use interface. It has an intuitive ‘auto-pilot’ drip email marketing feature that allows users to build and schedule emails to send at specific times. It also supports file attachments up to 10MB.
Another top choice is IXACT Contact, which provides an extensive suite of real estate CRM tools. Its lead generation tools help capture leads from a variety of sources and categorize them. Its sales pipeline management tools allow users to identify deals in different stages, and assign team members to them. It also has document storage and communication tools, as well as a training library for agents.
Other solutions to consider are RealtyJuggler, kvCORE, and Propertybase GO. RealtyJuggler has a focus on simplicity and organization. Its daily to-do lists are based on CRM data and offer a mobile app that makes it easier to stay in touch with clients throughout the day. kvCORE has an AI engine that helps validate leads, automate tasks, and reach out to clients via its in-house smart dialer.