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8 Features Top Producers Look For in a Real Estate CRM

Posted by Kristina Brunnler

Aug 30, 2017 9:05:20 AM

There is an overwhelming amount of contact management systems for Real Estate agents to choose from. However, the residential Real Estate industry is unique, in that it has both B2B and B2C features, meaning most agents benefit from only CRMs tailored to their specific needs. That's why agents who are converting a high volume of online leads benefit from Real Estate CRMs built around online lead generation. Many agents wonder what their competition is doing to convert online leads, so we’ve compiled a list of CRM features that should be a part of every top producer’s platform.

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8 Features Top Producing Agents Look for in a Real Estate CRM:

  1. Cloud-Based

    Many agents work from home or out of the office every day of the week. That’s why it’s important to choose a cloud-based CRM. Cloud-based means your CRM is accessible on any platform through the internet. Top agents need a CRM that is available any time, any where. By the way, the Zurple platform is completely cloud based!

  2. Transaction Management

    A robust Real Estate CRM platform will allow agents to manage leads from lead generation to transaction! Navigating between two different platforms (your CRM and transaction software) increases the likelihood for mistakes. So, be sure to choose a platform that allows enough storage to upload and store documents. Keeping all of your transaction details in one platform will streamline sales and impress clients.

    In case you didn’t hear, Zurple is now integrated with dotloop, the real estate industry’s premier transaction management software. All Zurple users can now upload 10 “loops” for free. A “loop” is the specific information tied to a specific property and client.To learn more about Zurple's latest integration, check out our article here: http://blog.zurple.com/zurple-product-update-new-integration-with-dotloop

  3. Email Automation

    Top agents are generating leads they’ve never met through either social media, home search sites, or in-person referrals. With so many leads, it’s vital that these agents automate email campaigns.

    Zurple’s email automation is behavior based, meaning we send emails based on a lead’s online home search history. When a lead is captured by one of our capture forms, we begin tracking their online home search. Zurple software then sends leads personalized email and text messages to leads, referencing specific properties and neighborhoods from their search. To learn more about the Real Estate industry’s only non-drip email software, request a demo below:

    Request a Demo 

  4. Social Media Management

    Top Realtors® recognize the value in social media. If you or your team does have a strategy to generate leads from social media, be sure to choose a platform that allows you to track analytics on social media engagement and traffic. Unfortunately, most CRMs do not have social media capabilities. However, this is a feature we'd like to add to our wishlist.

    Many agents choose to generate leads with Facebook. Why Facebook you ask? Well for obvious reasons. Over one billion people worldwide are actively using Facebook each day. So, why not choose a platform to generate and convert Facebook leads? Have you heard of PropertyPulse? The all-in-one social media platform allows agents to create custom Facebook pages with lead capture forms and custom websites. To recieve a free trial of PropertyPulse, click the link below: http://www.z57.com/propertypulse-social-auto-poster-free-trial/

  5. Integration with Lead Generation

    Successful agents have either lead generation software with a built-in CRM or two separate but integrated CRM and lead generation platforms. Zurple is lead generation software with a built in CRM.

  6. Integration with Home Search Databases

    Top producers are consistently generating leads from home search databases like Zillow, Trulia, Realtor.com, and Redfin. Agents can save time by choosing a CRM that is integrated with these home search sites. Top Realtors® already have a lead nurturing system in place to ensure leads generated off these external sites are receiving weekly emails and texts.

  7.  Data on Website Traffic

    These days big data is everywhere, including the real estate industry. Top producers have already caught onto this marketing trend and are using big data to track their website traffic. Each time you generate a lead, you should know it’s source. Top agents will know which website a lead came from and which page they form filled on. Zurple provides complete online profiles of each lead generated, including their location, preferred properties, previous properties viewed, and preferred price range.

  8. IDX Feeds

    All agents should enable an IDX feed to at least one of their websites. Having an IDX feed to your site means you should also have a feed integrated with your CRM. Doing so will ensure you stay up-to-date with all listings in your market, while also attracting leads to your website.

    At the end of the day what makes a Real Estate agent successful is their ability to make a profit. That’s why it’s important to make sure you are paying for CRM features that you actually use. If you aren’t already generating leads online, consider mapping out a strategy to generate and convert online leads long term. If you are already generating online leads, consider a CRM built around online lead generation. Zurple has the features to manage leads from generation to conversion. To learn more about Zurple’s lead generation software and built in CRM system, request more information in the link below:

    Request More Info

Topics: Practical Advice, Lead Gen & Engagement

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