Determine your needs
The first step to choosing a real estate CRM is determining your needs. What areas do you need help in? Do you have an experienced team of real estate professionals but can’t seem to score new clients?
A real estate CRM with marketing automation tools may be able to increase your reach. A CRM system that supports landing page creation for individual listings and real estate agents may also be a good choice to generate real estate leads. Get started by considering your needs in these areas:
- Contact organization
- Marketing campaigns and outreach
- Document storage
- Task management
- Team collaboration
- Performance tracking
Of course, there are also many other areas to consider. If you need some ideas, ask a team member. After all, you want to empower them and give them all the help they need to succeed. Survey your real estate agents to see if they need tools to manage contacts, capture leads, schedule phone calls, or easily share property listings.
Create a budget
After you figure out the features you want in a real estate CRM, it’s time to create a budget that makes sense for your business and allows you to get a return on your investment.
While a more complicated CRM system tends to come with a higher price, there are also a number of free or affordable CRM options. Fortunately, while some of the best real estate CRMs are paid, they come in a variety of price points.
The most common pricing models for realtor CRM software are either monthly or yearly. Monthly prices range from as low as $8 to $99 per user, depending on the level of subscription you choose. Remember, a higher price does not always mean a better fit.
If you are getting realtor CRM software for your entire team, you must also decide whether you wish to have a team account or individual accounts. While team accounts may seem expensive, if you run a large agency with a lot of real estate agents, they can end up saving you money.
Evaluate different software
In this step, take time to try out different real estate CRM software. A lot of the options available on the market offer free trials, so you can get a feel for their many CRM tools. Ask yourself the following questions:
- How does the user interface look?
- Does the navigation and user journey make sense?
- Are there customization options?
- Can all features be easily accessed?
- Is the software easy to learn and use?
- Is the software available for multiple platforms?
- Can the software be used on the go?
- Does the CRM offer customer support?
- Is support available at all times?
- Is the software reliably online at all times?
- Does the software offer capabilities specific to real estate?
After analyzing your needs and budget, this step is all about intuition. Have your entire team join in this process for the best results.
Enhance your business with a real estate CRM
A CRM can be an invaluable asset to your real estate business. From lead generation to transaction management, real estate CRMs support your communication with your clients at every step of the sales process.
If you want to learn more about real estate CRMs and CRMs in general, Mailchimp’s Marketing Library provides a variety of resources on free CRM tools and free CRM software for small businesses.
Looking to make a website for your real estate agency? Mailchimp’s free, user-friendly website builder can create well-designed real estate agent websites in under an hour.