Realty professionals are masters of multitasking. On a given day, a realtor might manage multiple listings, start conversations with new clients, nurture ongoing interest from buyers, show properties and close deals. The realty industry is powered by loyal and trusting relationships, meaning a personal touch must be present in every one of those activities. When to-do lists become unwieldy and agencies scale, massive amounts of client information and context must be readily accessible and actionable to every member of a realty team.
It’s no surprise that some of the most successful realty firms use CRM to keep client details and project deadlines on track. Below are some examples of creative ways firms are leveraging CRM tools – and measuring ROI.
Keller Williams Realty: When Andrew Sutton became an individual agent with Keller Williams Realty, he needed to spend less time on administrative tasks and focus on building (and supporting) his client base. Insightly helped him manage every listing as an individual project, complete with assigned tasks, timelines and personalized notes. The mobile app gave him the freedom to close deals in line at the grocery store – while elevating his customer service abilities and growing his business.
Windmere Real Estate: Jeffrey Douglass, consultant for Windmere Signature Properties and broker and president of virtual brokerage RealtyV2.com, was managing multiple clients and brokerage listings while maintaining two blogs about the industry. He needed a CRM that he could customize, linking his ongoing contracts, projects, tasks and opportunities. He chose a solution that wouldn’t add unnecessary steps or complicate the process, and found it gave him the opportunity to centralize all operations relating to his business.
Ontario Property Pros: Although the Ontario Property Pros team had previously used a CRM tool designed for the real estate market, the solution couldn’t streamline client conversations – nor was it user friendly. Insightly’s activity sets and integration with Google Apps helped support the team’s existing work processes, while the MailChimp integration helped simplify customer newsletters. As a result, the team became more productive, increased staff accountability and eliminated the need for additional technology systems.
GreenSpot Real Estate: Independent Broker Micki McNie had previously used custom-built CRMs that created redundant work, as the solutions required her to import data twice – into the CRM, and into her email or calendar. Insightly’s compatibility with Google Apps cut down repetitive processes, while its Android app gave her the chance to work on the go. Reminders also helped her send personal emails throughout her relationship with each client, rather than the pre-scheduled template emails she had previously used.
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