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June
5
5
The Top Features to Look For in a Real Estate CRM
Utilizing a real estate CRM (customer relationship management) platform to power your business is a requisite for working in the industry in 2024. From lead generation to digital marketing and communications, there are seemingly endless possibilities a high-quality CRM can unlock.
With so many options for real estate CRMs available in the marketplace today, it can feel challenging to differentiate the right solution for your business. But understanding the top features to look for can help, so we put together a list.
Lead Generation
- Lead Capturing and Scoring: For easy, effective lead generation, your CRM should be capable of capturing new leads from your website, social media, etc. It should also offer lead scoring, so you know which leads are most likely to convert to customers and thus where to focus your efforts.
- Behavior Alerts: Not only should your CRM be able to capture new leads and score them according to customer interaction, but it should also have the technology in place to alert you on new behavior and automatically add lead follow-ups to your to-do list based on that behavior.
- Lead Reporting: This feature supplies you with important information, like how many leads you captured this month and where those leads came from, so you can adjust your lead generation strategy accordingly.
- A Secure Customer Database: To store information about your customers and protect their privacy, you need a database that's safe and secure. You also need an interface that makes locating customer information simple.
Marketing and Communications
- Automated Reports: The ability to automatically send customers updates on the market through automated reports, such as Market Watch, My Homefinder, and Seller reports is a marketing must-have. You should also be able to automatically generate CMA (comparative market analysis) reports, as you can do through Delta Pitch, and share them with customers.
- Automated Email Marketing Tools: To consistently stay in touch with your client base without compromising the rest of your business needs, automated email marketing is a must. Our partners love to utilize smart drip email campaigns and MCFL (My Customer for Life) for their automated email marketing.
- Automated Text Messaging: Considering 95% of people open their text messages within three minutes of receiving them, texting is essential for ensuring your clients are reading your latest updates. And with automated SMS text messaging, you can update them while on the go, leading to greater customer satisfaction.
- Graphic Design: Why should you be forced to use a completely different platform to create graphics and marketing materials when you can just do it all from your CRM? With tools like Delta Create, you don't have to be a design expert to make appealing graphics, flyers, and brochures that will wow your clients and prospects.
Simplicity and User-Experience
- A Customizable Homepage: Simple navigation is key when it comes to using a CRM. As a busy agent or broker, you don't have time to waste scrolling through different tools and pages to find what you're searching for. With a customized homepage, you don't have to worry about this.
- Quick Actions: Another feature that makes navigation simple is quick actions, which enables you to search for something within the CRM without having to leave your current page.
- Seamless Website and Social Integration: The best CRMs are the ones that allow you to consolidate all your technology into one single place. With the DeltaNET® CRM, you can manage your entire real estate website and post directly to your social media without leaving the interface.
- Mobile Optimization: Given how little time you likely spend at a desktop computer and how much time you spend on your mobile device as a real estate professional, having a CRM that is optimized for both screens is going to make a big difference in how much your CRM benefits you daily.Â
- A Built-in Training System: Even with an easy-to-use interface with simplified navigation, there is a lot to learn if you want to get the most out of your real estate CRM. That's why having a comprehensive built-in training system, such as DeltaNET Academy, is so important.
If you're looking for an all-in-one real estate CRM and marketing platform that has all of these top-level features and so much more, Delta Media Group's DeltaNET could be perfect for you. DeltaNET is the easiest-to-use, most automated, and most customizable CRM in the marketplace, and you can get it for a fraction of the cost. Contact us today to learn more!
