What are the key features to look for in real estate customer management software?

Key features in real estate customer management software include contact and lead management, property listing management and appointment scheduling with calendar integration. Robust document management, communication tools, reporting and analytics and mobile access are essential. Integration capabilities and customization options are also important to tailor the software to your business-specific needs.

How can customer management software for small businesses enhance customer engagement?

Customer management software for small businesses improves customer engagement by centralizing customer data , enabling personalized communication and automating follow-ups. It helps you track customer interactions and preferences, allowing for more tailored marketing efforts. Features like appointment scheduling and automated reminders ensure timely and efficient customer interactions.

What are the benefits of integrating sales customer management software with CRM systems?

Integrating sales customer management software with CRM systems provides a unified view of customer interactions, streamlines sales processes and improves data accuracy. It enhances team collaboration by centralizing information and automating workflows. Additionally, it offers valuable insights through comprehensive reporting and analytics, leading to better decision-making and increased sales efficiency.

What are the top customer management software tools?

Top customer management software provides comprehensive features such as contact management, lead tracking and automation tools to streamline business processes. Productivity and decision-making can also be improved thanks to robust analytics and integration capabilities.

How does insurance customer management software improve client data management?

An insurance CRM can improve client data management by centralizing all client information, making it easily accessible and organized. It ensures data accuracy and security through automated data entry and regular updates. It also enables personalized client interactions and efficient policy management by tracking client preferences, policy details and communication history.

What customer management software is compatible with Mac and offers seamless integration?

There are several Apple CRM solutions, including Pipedrive. These platforms offer robust integration with various tools and applications, enhancing productivity and workflow efficiency. Additionally, they provide comprehensive features such as contact management, lead tracking and robust analytics.

Customer management software

Customer management at scale

Keeping track of customers through email and spreadsheets is a good starting point for small businesses but isn’t always sustainable as they grow.

To manage customer relationships at scale, you need customer relationship management (CRM) software. CRM software enables you to maximize conversions, boost customer retention with a positive customer experience and make better business decisions with insights and data.

With Pipedrive’s customer management software, you can manage your entire company’s sales pipeline through one easy-to-use application. Spot opportunities, measure results and increase profitability.

Full access. No credit card required.

How a CRM system simplifies customer management

While it might seem like more work to find, implement and use a customer management tool, a CRM simplifies customer management by automating admin and communications. This frees up your sales team to focus on building relationships and closing deals.

Reduces admin work

Make manual data entry a thing of the past. With the right tool, you’ll spend less time handling data and more time selling.

Easy to use and set up

Instead of being a weekly reporting platform, sales management software should be an easy one-stop shop for all your sales tracking needs.

Unifies all tools

A single, streamlined view of your sales process gets your team on the same page. Supporting apps and integrations are also a must.

Fully customizable

Flexible sales management systems help you to develop the perfect solution for your business. A user-friendly platform makes it easy to tailor your pipeline and create custom dashboards and reports.

Available on the go

Mobile access is crucial when you’re actively selling and messaging customers in the field. CRM apps make it easy to manage communications in real time and prevent information from falling through the cracks.

Designed for salespeople

Your sales force needs software designed for their trade. When you use tools that were built to drive sales and manage leads, you can optimize your efforts to better meet your sales goals.

What to look for in a customer management system

To boost your profits, you need to measure key activities and forecast sales growth at a macro level.

The best customer management tool doesn’t just help you with day-to-day customer touchpoints, it’s designed to make you more profitable.

Pipedrive’s customer management software for small businesses and multinational corporations includes a visual sales pipeline and customizable reporting dashboards that track important metrics:

The number of deals in your pipeline
The average size of a deal in the pipeline
Customer conversion ratio: the percentage of deals that actually close
How long deals actually stay in the pipeline – your sales velocity measured in days
The sales activities that are driving the most deals
Which source is providing you with the best leads
A forecast of the revenue you will earn by closing the deals in your pipeline

With the right software, you can measure metrics that are crucial for profitability and improve your customer management process through the customer lifecycle.

Add customer touchpoints without losing a personal touch

A centralized customer management system saves you the time and hassle of manually digging for contact details. It also makes it easy to access previous correspondence and contact leads from the platform.

Track customer data and conversations all in one place with a CRM for customer management.

With Pipedrive, you can:

Send an email or SMS or start a call with a click from a contact’s page
View and respond to all leads and messages from your centralized Leads Inbox
Send personalized emails at scale with merge fields and customizable email templates
Integrate with social media and messaging platforms to easily connect with leads and contacts

Build targeted communications with segmentation

Create a positive customer experience with segmentation that delivers relevant content to your audience at the right time.

Use customizable filters to target contacts who meet specific criteria related to deals, activities, products and campaign data. The no-code interface makes it simple to set up and run.

With targeted communications and marketing automation, you’ll see higher customer engagement.

Save time and reduce costs with automation

While you build your customer experience, you also need to strengthen your internal processes for a healthy customer management system.

Pipedrive’s customer management app automation features save sales reps time by…

Auto-creating a deal when a qualified lead is added
Adding activities whenever a deal moves along the pipeline
Letting users transfer deals between reps and add internal comments
Providing adaptable automation workflow templates

How DashThis created an unbeatable customer experience

At DashThis, account managers handle not only traditional sales tasks, but also onboarding and customer support. They needed a way to stay organized so they could focus on managing client relationships.

They chose Pipedrive to help the team perform all customer management functions from one centralized hub. With it, they consistently meet and exceed customer expectations, boosting retention rates and reducing customer churn.

“For me, not a single day goes by without using Pipedrive! This tool is not only useful, it’s necessary for the quality of my work. It helps me remember what actions I need to do in order to close a deal. Being able to efficiently adapt our service to each individual client not only impacts the quality of our customer service on a daily basis, but ultimately, our churn rate and conversion rate.”
Laury, Account Manager at DashThis

Read the case study

Integrations and add-ons

Get the most out of Pipedrive with apps designed to empower customer relationship management, including customer support, email marketing campaigns, social media and chatbots

LeadBooster

Convert website visitors into leads by interacting with customers in real time on your site. Keep track of progress by logging your conversations in Pipedrive.

Engage website visitors and build relationships with the Live Chat and Web Forms tools in the LeadBooster add-on.

Web Visitors

Get more leads by seeing which organizations visit your website, how they found you and what they engage with.

Generate leads and new customers with the Web Visitors add-on.

Klenty

Automate customer interactions with emails, calls and LinkedIn sequences based on deal stage and interactions.

Help your sales teams personalize at scale with the Klenty integration.

Zendesk

Access customers’ tickets and customer information to streamline customer support and communications.

Prioritize and solve customer support interactions with Pipedrive’s integration with Zendesk.

Follow up with customer needs and questions on WhatsApp directly from Pipedrive.

Simplify follow-ups and track conversations with WhatsApp by Twilio.

Facebook Messenger

Handle customer support and inbound leads on Facebook Messenger directly from Pipedrive.

Manage Facebook business communication without switching between apps using the Facebook Messenger integration.

Campaigns by Pipedrive

Campaigns by Pipedrive brings marketing and sales under one roof, so you can grow and nurture your target audience into sales-ready prospects.

Unify sales and marketing data in one place

Craft beautiful campaigns in minutes

Segment your audience to win prospects

Improve engagement with real-time reporting

Starting from

$32.50

per company per month, billed annually
or $39 per company per month, billed monthly

Learn more

Customer management FAQs

Key features in real estate customer management software include contact and lead management, property listing management and appointment scheduling with calendar integration.

Robust document management, communication tools, reporting and analytics and mobile access are essential.

Integration capabilities and customization options are also important to tailor the software to your business-specific needs.
Integrating sales customer management software with CRM systems provides a unified view of customer interactions, streamlines sales processes and improves data accuracy. It enhances team collaboration by centralizing information and automating workflows.

Additionally, it offers valuable insights through comprehensive reporting and analytics, leading to better decision-making and increased sales efficiency.