Real Estate CRM (Customer Relationship Management) software is a tool specially designed for real estate firms and real estate agents. This type of software offers a variety of features to optimize real estate business processes, improve customer relationships and increase sales. Here are the main features that should be found in a real estate CRM software:
1. Customer Management
• Customer Database: Storing and managing customer information.
• Customer Segmentation: Segmenting customers according to different criteria.
• Customer Interaction Tracking: Keeping a record of all communications and interactions with customers.
2. Real Estate and Portfolio Management
• Portfolio Database: Storing and managing all real estate assets.
• Property Details: Recording detailed information (price, location, features) about the property.
• Real Estate Pictures and Documents: Storing real estate photos and documents.
3. Sales and Rental Processes
• Proposal Management: Preparation, sending and follow-up of proposals.
• Sales and Rental Tracking: Monitoring sales and rental processes.
• Contract Management: Contract preparation and storage.
4. Marketing and Campaign Management
• Email Marketing: Creating and managing email campaigns.
• SMS Marketing: Creating and managing SMS campaigns.
• Advertising and Advertisement Management: Publication and monitoring of advertisements on different platforms.
5. Reporting and Analysis
• Sales Reports: Reports on sales performance.
• Customer Reports: Reports on customer behavior and interactions.
• Real Estate Performance: Performance analysis of properties in the portfolio.
6. Calendar and Task Management
• Calendar Integration: Calendar and event management.
• Task Assignment: Assignment and monitoring of tasks.
• Reminders: Reminders for important dates and tasks.
7. Communication and Cooperation
• Internal Messaging: In-team messaging and communication.
• Sharing and Collaboration: Sharing files and information.
• Team Management: Management and monitoring of team members.
8. Mobile Application Support
• Mobile Access: Access to CRM data from mobile devices.
• Mobile Notifications: Instant notifications and reminders.
9. Integrations
• E-mail Integration: Integration with e-mail services such as Gmail, Outlook.
• Calendar Integration: Integration with calendar services such as Google Calendar, Outlook Calendar.
• Third Party Integrations: API integrations with other software and services.
10. Security and Data Protection
• Data Encryption: Secure storage of data.
• Authorization and Access Control: User authorization and access control.
• Backup and Recovery: Data backup and recovery solutions.