How to choose a Real Estate CRM in 2022 (7 no-bull factors to consider)

real estate CRM

Real estate CRM! 

You may already know you need one, but how do you choose the right one for your agency?

When it comes to real estate, a CRM can be an invaluable tool. A CRM allows real estate professionals to manage their clients and leads more effectively. However, not all CRMs are created equally. There are several factors you should consider when choosing a CRM for your real estate business.

1. Ease of use

This is a double-edged sword: often times the easy to use CRMs are not as feature-rich as the ones that require a learning curve. However, if you are not very tech-savvy, you will want a CRM that is easy to use. Make sure to test out different CRMs to see which ones are the easiest for you to use.

2. Features

When choosing a CRM, make sure to consider the features it offers. A good CRM offers more features than fewer. Depending on your needs, you can either opt for a CRM that is no more than a database storage system; or you can choose one that not only stores your database in a secure environment, but one that helps you stay in constant contact with your leads through multiple communication channels and one that helps you automate mundane, and time-sucking daily tasks.

3. Support

Depending on which CRM you choose, you will likely have to comply with their support hours – which is often in US or European time zones.

Having support when you need it is crucial to learning the ins and outs of your CRM, as well as helping you maximise its potential for your business.

Key features here are: does it include chat or email support, does it have a help library and is there a community you can turn to help answer any of your questions?

4. Customisation

One of the benefits of a CRM is that it can be customised to fit your real estate business.

From lead capture forms and workflows, to tracking deals and managing contacts, you want to make sure the CRM you choose can be moulded to your exact needs and processes.

Does it make it easy to integrate with the other tools you have in your business and how much does it allow you to automate so you can spend less time in the CRM and more time getting appointments and closing deals.

5. Reporting

A real estate CRM that has good reporting provides you with the insight to make real changes in your real estate business.

Solid reporting can help you zero in on what’s working and what isn’t, while leading to more sales.

Some good real estate CRMs offer performance metrics, showing you exactly where all your leads are originating from, and connect you with your Facebook Ads insights, Google My Business reports and your Google Ads interface.

6. Integrations

A real estate CRM that integrates with your existing tools and software is a real time-saver. You don’t want to have to switch between different applications or platforms in order to get your work done.

Ideally, the real estate CRM you choose will offer seamless integrations with top tools such as Google, Facebook, Instagram, Zapier, Integromat and an open API (complete with documentation) for custom development.

This will allow you to connect your contacts and leads with many of the tools you already use in your business.

7. Does it come with content?

This is probably one of the most important parts of a good CRM. After all, what does a good real estate CRM actually do? It helps you stay in contact and convert more of your leads.

How are you supposed to do this if you do not have solid templates to help you hit the ground running?


Now that you’re done reading this blog post, take a look at your current CRM system and determine what features are lacking. Consider the ease of use for everyone on staff, how much customisation is possible to customise the software to fit your business needs, integrations with other tools that can help improve efficiency or customer service processes. Asking yourself these questions will ensure that you choose an effective real estate CRM solution that fits into your company’s workflow without becoming too cumbersome because it lacks necessary features or becomes outdated quickly due to lack of updates.

Remember, if you need any assistance selecting the right CRM for your business, please contact us today!

3 thoughts on “How to choose a Real Estate CRM in 2022 (7 no-bull factors to consider)”

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