Being an estate agent is more complex than selling and renting properties. Each agent has a range of tasks and responsibilities. The need to multitask and keep track of all kinds of information makes it essential to use a CRM. A real estate CRM is an excellent investment for any estate agency. However, there are plenty of options, so you need to be careful to choose one that really suits you and your business. Here are some steps to take to help you select the right real estate CRM.
Identify your budget
As with any other addition to your business, a CRM requires a careful assessment of your needs and resources before you commit. Before you choose, first consider your exact needs. Will you need a “full-service” CRM, or one that only offers a few select features? As you think about your needs, you should also have your budget at the front of your mind. Find the best balance between cost and benefits. Your CRM should be tailored to your business goals and your market. Don’t choose one that is overly complicated or full of features you will never use, but be sure to select one that will ease your daily tasks and make room for future growth.
Choose a CRM that’s easy to use
Why make it hard? It is essential that your CRM is user-friendly, intuitive, and that it makes your job easier at every turn. Once you have properly assessed your needs, you’ll be ready to choose a CRM that provides solutions for all your regular needs and challenges, and that is tailored to your way of working. Life after deploying a CRM should be substantially different from life beforehand. You should be able to feel a marked improvement in your workload and working procedures. If you don’t, you may have chosen the wrong one.
Make sure it is compatible with your existing software
Buying a CRM does not mean starting from scratch when it comes to your IT infrastructure and software. The CRM you choose should fit seamlessly with the systems you already have in place.
Choose software that will grow your business
When you deploy estate agency software, you must be sure to think ahead. Your needs should change in future - it would be a sign that your business is growing and evolving. Your CRM must be able to accommodate those future shifts. If you expand your team, relocate or open branches in multiple locations, your CRM should be able to continue functioning effortlessly under the new circumstances. Look for a CRM package that can provide the flexibility you need.
Choose the right partner - Acquaint CRM can help!
If you want a real estate CRM that suits your budget, is user-friendly, compatible with your existing software, and will help you grow your business, look no further than Acquaint CRM. Contact us today to set up a free demonstration and learn about our CRM and its benefits.