Real estate sales CRM

When collecting a potential client’s details, set up custom fields to ensure you have all the information you need to provide the best service possible. For example, you could segment leads by the number of bedrooms they’re looking for, their budget or whether they’re looking for a school or hospital nearby.

Not only will you have their details on file, it’ll also be easier to follow up when a suitable property comes onto the market because you know exactly what they’re looking for. Customizing will also help you keep on top of your real estate prospecting activities, so you don’t let any opportunities fall through the gaps.

Let’s say a new lead has just filled in a web form and entered your funnel. Now, it’s time for you to follow up with a call to welcome them and let them know that you’re already hunting for their dream property.

Once you make contact, all you need to do is click a button and your CRM will advance the prospect to the next stage of your pipeline. You’ll also get a reminder for when it’s time to take the next step with the prospect: when a suitable property pops up.

As a real estate agent, you’ve always got your ear to the ground when it comes to the property market. How else will you become the follow-up boss of the office? If you’re expecting a listing to hit the market soon, enter this information into your CRM.

From there, sit back and let your CRM remind you when it’s time to act. It’ll also pull all related information about the property and any potential buyers who might take an interest. When you find a property that matches a buyer’s needs, your realty software will automatically alert you.

You’ve got a killer property that’s fresh on the market and a lead in your pipeline that would be the perfect fit. The next step is to make contact.

Every point of contact you’ve had with the lead so far will be archived in your CRM, so when you make contact, the software will pull up your notes on the client. Once they book in to view the property or attend the open house, you can move them into the next stage of your CRM’s sales pipeline.

You’ve kept the buyer interested and the seller is happy with how the deal is progressing. Now it’s time to close the deal.

The best CRM for real estate gives you the ability to quickly respond to inquiries, arrange meetings with the buyer and seller and track your results. You can also store contracts and email templates to make following up with potential buyers more efficient.

This will ensure you’re on track to conduct a final walkthrough with the potential buyer before you hand over the keys and sign the contract. Once it’s clear they’re happy with the property, you can move them to the final stage of the deal on your CRM: signing the after-sale paperwork.

Getting the paperwork signed is the most crucial phase of the deal. Although you understand the jargon within those contracts, it’s unlikely the buyer or seller will. Make sure you explain any terms or parts of the deal they’re unsure about.

With Pipedrive’s Smart Docs feature, you can create and manage documents and templates from inside the real estate CRM, which can be shared with colleagues and contacts in real time. It even has eSignature functionality.

Once the papers are signed, it’s time to hand over the keys. You can set up your CRM to then automatically move the deal to the end of your sales funnel.

It’s at the end of a real estate deal that Pipedrive’s CRM really shines. You can create custom fields in your pipeline to alert you when it’s move-in day for the new buyer. That way, no deal is ever forgotten and you can send the new homeowners a move-in gift (along with a gift for the seller).

Small touches like these set real estate agencies apart, so let your real estate software help you stand out from the crowd.