What Is The Best Real Estate CRM?

Home Value Leads | November 3, 2014 | Real Estate Agent Industry Reports

If there is one common question that I see day in and day out, it is “What is the best CRM for real estate?” The problem with this question is that it varies from agent to agent and depends on what you need it to do and how you need it to function.

The best CRM for your real estate business may not be the same as the best CRM for my real estate business. Let’s jump in and figure out what questions you need to ask yourself to determine which is the best real estate CRM for your business.

Where are you getting your leads?

There are some real estate CRMs that are tied to a single platform and there are other CRMs that accept leads from multiple sources.

Where do the majority of your real estate leads come from? This is an important question because if your CRM is tied to a single platform, but you generate leads from other sources, you may have to do a lot of manual entry.

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If you generate leads from multiple sources, make sure your real estate CRM can handle it so you aren’t stuck entering leads all day.

Are you a single agent or do you have a team?

This is a big question that many agents don’t ask themselves when looking at real estate CRMs. Do you have an administrative assistant? Do you have showing assistants or buyers agents?

Do you not have any of those things but have plans on adding them? Then you need to make sure your real estate CRM is team-friendly.

You don’t want to put a ton of time and energy into getting your real estate CRM perfect, only to find out it won’t grow with you.

How computer savvy are you?

There are real estate CRMs that would be AMAZING for everything that you need, but if you aren’t computer savvy then you won’t understand them.

Things like Salesforce and Infusionsoft are some of the highest powered CRMs out there, but there is a HUGE learning curve and most people won’t understand them. Make sure not to get in over your head.

Does the real estate CRM play well with other services?

Some companies think they can do everything (CRM, lead gen, email campaigns, snail mail, etc) and so they force you to use their tools by making it hard to interact with other services.

The hallmark of a great CRM is that they know what they do well and they know what to leave to others.

What if you want to generate leads from other services? What if you want to add video to your email marketing campaigns? What if you want to automate certain procedures? What if you want to connect your CRM with your calendar?

These are all functions that other companies do extremely well, but if your real estate CRM doesn’t play well with others, you may want to look elsewhere.

The best real estate CRM is the one that works for your business. There are dozens of different companies out there that provide real estate CRM services that are geared towards different aspects and towards different types of agents.

You need to determine exactly what you want your real estate CRM to be and what you want it to be able to do, and then evaluate each on the same criteria.

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