Choosing the Best Real Estate CRM

Whether you’re a new Realtor who’s looking for a way to manage all your new contacts, or a seasoned vet who’s fed up with your current system, having a good customer relationship management (CRM) solution is crucial in today’s market. Here are a few tips for sifting through all the options to find the best CRM for you and your real estate business.

Know what you need and what you don't

Before committing to a real estate CRM, it’s important to determine what you want out of your software. Some will recommend a solution that takes care of every aspect of the sales and marketing process (we call these power users); others say these all-in-one applications tend to be mediocre at everything. We at Track The Lead have found the sweet spot to merge simplicity and power.

Whatever your opinion, it’s important to decide how many bells and whistles you really need—and are willing to pony up the cash for. Do you just want an easy way to manage your contacts? Are you interested in tracking, managing, mailing, temptlating and other things you might never use? Do you want web building and marketing tools on top of that? Answer these questions before diving in, and you’ll save yourself time, money, and headaches in the long run.

Make sure it comes with the right training

Sure it's simple and easy to use but no matter how easy it is to use their will always be questions. Make sure a CRM comes with the right training videos to get you going. As we are all visual learners this helps tremendously with setting up a new system. Training also comes in handy when learning the right kind of tactics in order to use our CRM to the fullest. Here at Track the Lead we not only build a high quality system, we teach you how to use it backwards and forwards.

We also train on tactics that involve new marketing through social media and blogging. We give you the tools and the tricks to accelerate your business to the next level. Make sure to sign up through our newsletter to get up to date coverage.

Keep it simple and lightweight

Unfortunately, many real estate CRMs focus so much on trying to solve all your problems that they create new ones with respect to usability. The best CRMs strike a balance between function and form, offering just enough valuable features but not so many that the user interface is difficult to understand.

While complex, feature-rich software may have been the order of the day ten years ago, the advent of mobile devices and apps has made simplicity a key virtue. Indeed, one strategy for gauging a CRM’s user interface is to evaluate the mobile apps and solutions it offers. If they’re strong, the company probably has its UI priorities in order; if they’re weak or nonexistent, it may reflect a thorny desktop app.