Kathryn Beeson, Author at The Contactually Blog | For Relationship-Based Businesses
Three Must-Have Features for a Real Estate Agent CRM

Three Must-Have Features for a Real Estate Agent CRM

Real estate agents who use a CRM are 26.2% more productive than agents who don’t use one. The solution: get a CRM, right? Wrong. Or to be less black and white about it, you’re only halfway to the answer. More specifically, you’ll need a) a CRM with features designed with real estate agents in mind, and b) a CRM that your employees will actually use. A CRM that doesn’t really meet your needs is a cost. On the other hand, a CRM that optimizes your working practices, improves efficiency and helps your agents close more deals is an investment. If you’re smart about the CRM features you look for, your software can have a significant impact on your bottom line. Below are three features that can help you make that leap. Read on for what real estate agents need from their CRM: 1. An easy-to-use mobile app Salespeople are generally quite a mobile bunch, but none more so than real estate agents. Due to the nature of the product your agents have to sell (big and hopefully rooted to the ground), the ability to do business on the go is important. Those dealing in real estate often spend all day out of the office, so mobile CRM functionality is absolutely essential for estate agents. Sales reps need access to client data at their fingertips to maximize their chances of closing a sale or turning a top-of-funnel prospect into a concrete lead. They also need a way of updating CRM data remotely post-meeting. Expecting them to do it when they’re back in the office is a disaster waiting to happen – the...