Why a SAAS CRM like Salesforce would be the right choice for Real Estate Agents and Property Developers

Real Estate Agents and Property Developers have to manage a vast amount of data every day, including client information, property listings, and sales transactions. This is where a Real Estate CRM comes in handy. A Real Estate CRM (Customer Relationship Management) can help agents streamline their workflow, manage leads and clients more effectively, and ultimately close more deals.

While many Real Estate solutions claim to be CRM solutions, they miss some of the key elements. Below are the key features of an enterprise class Real Estate CRM.

1. Contact Management: The most important feature of a Real Estate CRM is contact management. This should include storing client information, managing communication logs, and setting reminders for follow-ups. It is important for a CRM system to identify opportunities to deepen customer relationships, upsell/cross sell and increase the customer’s lifetime value.

2. Property Management: A Real Estate CRM allows agents to manage their property listings, including details such as property address, price, photos, and descriptions.

3. Lead Generation: A Real Estate CRM should have the ability to generate new leads and manage them effectively. This should include lead capture forms on websites, lead nurturing tools, and lead scoring to help prioritize which leads are most likely to convert.

4. Automated Marketing: A Real Estate CRM automates marketing tasks such as email campaigns, social media posts, and other outreach efforts. This saves agents time and ensures that their marketing efforts are consistent.

5. Integration with Other Tools: A Real Estate CRM integrates with other tools such as email, calendar, and marketing automation software leading to improved workflow efficiency and a more streamlined experience for real estate agents.

6. Reporting and Analytics: A Real Estate CRM comes with robust reporting and analytics features that allow agents to track their sales performance, monitor marketing campaign effectiveness, and identify areas for improvement.

7. Mobile Accessibility: With more and more real estate agents working remotely, a mobile-friendly CRM is essential. Agents should be able to access and manage their CRM from their smartphones and tablets.

8. Customisation and Scalability: A CRM that can be customised to meet the unique needs of individual agents and teams is important. It should also be scalable so that it can grow with the business as needed.

Why choose SAAS CRM like Salesforce?

SAAS (Software as a Service) platforms like Salesforce are cloud-based platforms that offer a wide range of CRM features and functionalities for real estate agents and property developers. Some of the benefits of using SAAS platforms like Salesforce for Real Estate CRM include:

1. Scalability: SAAS platforms like Salesforce are scalable, which means that they can be customised to meet the unique needs of individual agents and teams. This is particularly important for growing businesses that need a CRM that can grow with them.

2. Flexibility: Salesforce offers a high degree of flexibility, which means that they can be tailored to meet the specific needs of real estate agents and property developers.

3. Cost-effectiveness: Salesforce offers pay-as-you-go pricing model that can be scaled up or down as needed.

4. No infrastructure costs: With the solution hosted on the cloud, the licence covers provisioning and maintaining infrastructure, freeing businesses from the hassle of hardware and infrastructure commissioning, maintenance, upgrading, security and obsolescence.

5. Security: SAAS platforms like Salesforce offer high levels of security, which means that real estate agents and property developers can be assured that their data is safe and secure.

6. Free upgrades: Salesforce offers free software upgrades which means the customers always get to experience the latest and the greatest.

7. New features: With a fast-changing technology landscape, the cost for technology upgrade for in house / on premises solution could be prohibitive. Salesforce is at the forefront of incorporating and rolling out the latest technological advances into its platform. An example being Einstein GPT, the World’s First Generative AI for CRM!

We at Process360 have a Salesforce-powered award-winning Real Estate CRM solution that does all of the above and more. Specific customer requirement can be quickly configured and advances in technology can be made available into to the solution as soon as they become available on Salesforce. Want to know more? Simply fill out our enquiry form or email us at info@processthreesixty.com and we will get in touch!