For the past couple of years, I have been interviewing top agents and coaches about the software they use to grow their business. Every agent needs a dependable, user friendly Customer Relationship Management System (CRMs). You must be able to track your connections and put them into a system where you can maximize the relationship. Don’t let any connection slip through the cracks.
The basic rules of thumb when it comes to selecting the right CRM for you:
- Identify your needs
- Keep it easy to use and lightweight
- Make sure it works with your other chosen technology platforms
- Use the Cloud
I have identified the CRMs most top producing agents go with.
1. Follow-Up Boss: Get all your leads in one place and take control of your follow up. Work smarter, deliver a first-class client experience and close more deals. https://www.followupboss.com/
2. Wise Agent: Wise Agent specializes in customer service, product integration, and data management. Wise Agent seamlessly connects technology, people, and business practices in order to increase productivity, organization, and most importantly, make it easy for users to give full service to their clients and build long-term relationships. Wise Agent is loaded with intuitive contact management, time management, transaction management, and document storage features. https://wiseagent.com/
3. CI
NC: CINC is a web-based real estate marketing and CRM software designed for high level agents, teams, and brokerages. Features include lead generation, lead nurturing, and client retention, and the website integrates with local MLS data. CINC offers 3 mobile apps: CINC Agent for lead management, Open Houses for capturing contact information, and Etta Homes for organizing details of your home search. https://www.cincpro.com/
4. Proper
tybase: Propertybase is designed to help agents manage relationships from showing to closing. Lead management features let you capture leads from your website and route them to the right agents, track social media feeds, create detailed contact profiles, and build custom dashboards and reports. Since it’s built on the Salesforce platform, you’ll have access to hundreds of add-ons and applications if you need additional features. For instance, Propertybase integrates with Geoppointe—a mapping and geolocation add-on that helps you plan your day and get to the right locations on time. Propertybase is also compatible with a number of other popular apps, including Dropbox, DocuSign, Skype, PowerDialer, Quickbooks, Hubspot, MailChimp, and Zillow. https://www.propertybase.com/
5. Pip
edrive: The cloud-based platform is easy to customize, whether you need dashboards, reports, filters, or custom information capture fields. The sales pipeline helps you prioritize by displaying your properties and contacts according to different stages in the sales process. You can drag and drop deals in the pipeline view and focus on specific deals by imposing filters. Or you can view deals in a timeline layout to strategize task management and scheduling. Pipedrive.com
6. Salesforce Sales Cloud: The Salesforce Sales Cloud is an on-demand CRM platform with a focus on sales and customerrelationships. This Salesforce platform has CRM capabilities that include lead management, marketing automation, and contact management. These applications help organizations to manage customer accounts, track sales leads, conduct and monitor marketing campaigns and provide service post-sale. Salesforce Lightning Experience is upgraded CRM version of Sales Cloud that streamlines the sales process by allowing any sales rep to generate and follow-up on leads, manage account activity, track the status of each campaign, and create reports without hassle. With Salesforce for Outlook, users can synchronize contacts, calendars, emails, and tasks in both applications without interrupting any business process. Salesforce.com
7. Top Producer: You can take your data with you if you change brokerages. This CRM allows you to manage contacts through the closing process and for many referrals to come. www.topproducer.com
8. BoomTown: Boomtown provides marketing and sales automation solutions for the REAL ESTATE industry. The application is SaaS based and can be accessed from an iPad, smartphone, and a tablet. The automated marketing tools create a way for agents to stay in touch with prospects and clients so that agents can nurture leads without having to manually track all interactions. The system automatically sends notifications regarding listing updates, so that agents can remain up-to-date with their markets. Boomtown features advanced website analytics, allowing users to track a prospective buyer’s or seller’s movements and interactions across the site. https://boomtownroi.com/
9. Contactually: they are joining forces with the company Compass. Contactually syncs all your data for different sources. Organize them and prioritize how often you want them to hear from you. We know that not all contacts are equal. You might have old clients, former colleagues, or hot prospects — we call these segments ‘Buckets’. Easily organize your contacts into ‘Buckets’ then set how often you’d like those contacts to hear from you. It also offers custom Templates and automated personal messages to help you craft what you want to say. https://www.contactually.com/
10. LionDesk: helps realtors to stay organized, communicate effortlessly and increase deals. Features include video emailing, bulk texting and email, and automated pipelines and campaigns. www.liondesk.com
These are ten of the best CRMs on the mark for real estate agents. They all come highly recommended by those in the profession. When it comes to which one will work best for you, only you can decide that.
