6 Key Details to Consider When Choosing the Best Real Estate CRM

Customer relationship management (CRM) software is used by businesses in all industries, including real estate. Using a real estate CRM, realtors can easily manage contact information, set up email campaigns, and keep track of the listings that they have already shown to clients. When searching for a CRM solution, consider the following 6 key details.

1. Initial Cost and Recurring Charges

When selecting the best real estate CRM software, realtors should first consider their budget. A quality CRM solution is not inexpensive. However, it is an expense that offers a potentially great return on investment.

Most CRM solutions either charge an initial fee or recurring monthly charges. Some CRM providers also allow businesses to pay for an entire year at a reduced cost compared to the monthly charges.

Besides the cost of the software, the CRM may include early termination fees and other contract terms that affect the total cost. These details should be factored into the decision-making process.

2. Features Offered by the CRM

While there are many CRM solutions that offer a range of similar features, each option also tends to have a few unique features. When comparing CRM options, these features may help one CRM stand out compared to the others.

For example, a realtor may require a CRM that offers a shareable calendar, task management features, or a drip email campaign. These features may not be available with every CRM. For more info, you can visit Ixact Real Estate CRM for their professional insights.

3. Number of Users for the CRM

Some CRM companies charge fees for additional user licenses to access the software. If more than one realtor at a real estate firm will be using the software, additional licenses may be required. These fees also factor into the total cost of the software.

4. Ease of Use and Available Training

CRM software often contains a long list of features, settings, and email campaign solutions. While some of these features may be self-explanatory, others require detailed instruction. To help users understand how to use these features, a CRM company may offer live training sessions. This is also another option that can add to the total cost of using a CRM solution.

5. Mobile Access and Cloud Storage

Realtors often spend a lot of time traveling to properties and showing locations to clients. Mobile features allow realtors to access the CRM from a tablet or smartphone. While visiting a property, the realtor can bring up the contact information and notes related to the clients that they are meeting, helping to provide better service.

Mobile access often requires cloud storage to give realtors access to the data from any location. Along with remote access, cloud storage also provides a more secure data management solution and reduces the risk of data loss.

6. CRM Software with Third-Party Integration

Many realtors already use email clients and other software to manage their daily tasks. Instead of getting rid of these programs, realtors can search for a CRM that offers third-party integration. The CRM should work with popular email clients, VoIP phone systems, and other commonly-used enterprise solutions.

Finding the best CRM requires research. Before purchasing this software, it is important for any realtor to consider the features and details that matter most to them, including the factors discussed.