Real Estate CRM Features

5 Powerful Real Estate CRM Features That Will Transform Your Business

A real estate CRM can take care of many workflow and organizational tasks, freeing agents to focus on generating and nurturing leads. Here are ten programs that can help.

Shape CRM has a beautiful, clean interface that makes it easy for agents of all levels of tech competency to use. It offers a range of features, including automated email sequences, click-to-call capabilities, and sales scripts.

real estate CRM for Automated Follow-Ups

real estate CRM for Automated Follow-Ups

A strong CRM for real estate is the best way to keep track of leads and clients. It helps you organize your business pipelines to follow up with potential customers promptly. CRM tools can also manage client rolodexes and help you categorize contacts based on lead status, whether they’re a hot prospect or an existing customer.

A real estate CRM can also help you speed up your processes by automating repetitive tasks. Choose a system to seamlessly import your contact list from Comma-Separate Value (CSV) files or Google contacts directories to minimize duplicate data. Then, you can easily send emails to groups of prospects or assign them to the right realtors with just a click.

CRMs can also bridge the communication gap between sales and marketing teams. Allowing team members to communicate on a centralized platform can eliminate lengthy communication delays and make your sales process more effective. This is a great way to reduce compartmentalized work cultures and empower your team.

Automated Email Campaigns

Real estate CRMs offer several tools that automate marketing and sales functions. This includes email automation, which helps you send targeted messages to prospects at a specified interval. It also allows you to carry out drip campaigns based on your leads’ actions. For example, if a prospect registers interest in a specific neighborhood, you can automatically add them to an automated campaign that reaches out with more information on the area.

Another feature to look for is the ability to create custom lists based on various parameters. This makes it easier to prioritize and categorize leads based on their potential, which ensures they get the attention they deserve. Finding a real estate CRM with a strong customer service tool that keeps all client information in one place and streamlines communication across teams is crucial. The CRM tool should have a team inbox that is an efficient platform for sharing information and discussing customer issues. This reduces compartmentalized work cultures and improves business processes. 

Efficient Information Storage

The best real estate CRM helps agents track client engagement by capturing the details of every interaction. This allows them to easily identify their prospect’s entry point into the sales pipeline and whether they qualify as a lead. This helps agents effectively manage their multiple sales pipelines and prioritize their outreach.

Real estate CRMs have built-in tools to streamline communication between on-field agents and back-office administration. This eliminates miscommunication and menial tasks that are often time-wasters. They also enable agents to focus on more important activities like meeting deadlines, property showings, and contract negotiations.

For example, they can also use CRMs to create automated email sequences that reach out to prospects at the right time. This can help them stay on top of their game and meet annual quotas. Moreover, they can also use the system to set up daily tasks and a dashboard that keeps them on track with their goals. This is especially helpful for teams that engage in a high volume of sales calls. 

Automated Tasks

Real estate CRM systems are essential tools for every real estate agent, but they also offer many other functionalities that can help your business. For example, CRMs with efficient information storage can organize client files and allow you to access them whenever needed. This eliminates the need for manual work and helps you save time. Additionally, CRM software can produce various reports that you would not be able to get with spreadsheets.

Lastly, real estate CRMs allow you to automate tasks requiring less knowledge and experience. This allows you to save time and energy for other important tasks, such as developing new ideas or providing quality customer service.

Real estate CRMs also provide tools to manage your deal pipeline, including setting up lead generation forms and applying tags to identify different categories of leads. You can keep tabs on your team’s performance and make sure all of your deals move forward with these features.


Real estate CRMs help businesses manage their clientele by providing efficient information storage. They also offer automated functions that allow you to track sales pipelines and deliver analytics that can help you identify opportunities for improvement within your business.

Efficiently managing client information is important for a real estate agency, especially when handling a large amount of paperwork. A real estate CRM can digitally record important client information, such as contracts, deeds, mortgage documents, and property insurance policies.

A real estate CRM can also execute targeted and personalized email marketing campaigns for prospects. This can include news updates for buyers, sellers, or renters, statistics and trend reports, upcoming events, consumer tips, and links to your company’s content. Many real estate CRMs come with a mobile app, so you can gain access to your customers and follow up on leads even while you’re out showing properties or at lunch. This helps keep your business top of mind for your clients. 

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