As a real estate professional, you understand the importance of staying organised and on top of your leads in order to close more deals and grow your business. A Customer Relationship Management (CRM) system can help you do just that. However, simply having a CRM is not enough – it’s important to make sure you’re using it to its full potential.
Here are some tips and tricks for maximising your real estate CRM:
Consistent and Correct Use: To get the most out of your CRM, it’s important that all team members are using it consistently and correctly. This includes inputting all relevant lead information and keeping track of all communication and next steps. By ensuring that everyone is inputting data correctly and consistently, you can trust the information in your CRM and make better decisions based on it.
Lead Management and Tracking: Your CRM likely has built-in lead management and tracking features. Make sure you’re taking advantage of them. This includes setting up custom pipelines and automating tasks such as sending follow-up emails and scheduling appointments. By using these features, you’ll be able to stay on top of your leads and ensure that nothing falls through the cracks.
Team Collaboration: Collaboration is key when it comes to closing deals and growing your business. Look for a CRM that offers team collaboration features such as shared calendars and task assignments. This will ensure that everyone is on the same page and working efficiently.
Data Analysis: Regularly analyse your CRM data to identify patterns and areas for improvement. Use this information to make informed decisions about your sales strategy and team management. The more data you have, the more insight you will have about your business, allowing you to make better decisions.
Stay Up-to-Date: Technology is always evolving, and so are CRM systems. Stay up-to-date on the latest updates and features, and explore new integrations that can further enhance your use of the system. By keeping your CRM up to date, you'll be able to take advantage of new features that can help you work more efficiently and close more deals.
By following these tips, you can ensure that your real estate CRM is working for you and your team, rather than the other way around. If you have any questions or would like to discuss further, please don't hesitate to reach out.
Feature of the week: Integrated calendars and email
MantisProperty is the only real estate CRM to provide seamless integration with your email and calendars.
Once connected, MantisProperty will scan any incoming and outgoing emails in your email account, detect any emails that have been sent to, or received from, any of your contacts and automatically record those emails (including attachments) on the contact record in MantisProperty.
This means that when you bring up a contact in MantisProperty, you can click the ‘email’ tab and instantly see any emails sent to the contact or received from the contact. If you work in a team you will be able to see email correspondence your team members have had with the contact too. This facility also features a date and keyword search facility so it’s super easy to find any emails you need.
If you use Microsoft Office 365 or Gmail / Gsuite for your email and calendars then MantisProperty will also automatically connect up to your Gmail/Office365 calendar. This means that any upcoming inspections or appointments in your MantisProperty calendar will appear on your computer and phone calendar. You can even make changes to notes, times, etc on your phone or computer and it will automatically update the appointment in your MantisProperty account.