It is impractical to attempt to manage all of your real estate contacts without the use of CRM software designed specifically for real estate agents. Keeping track of all of your clients can quickly become unmanageable.
Know What Problems You Are Trying To Solve
Before you begin looking for a IXACT CRM software program, you will need to understand what problems you are trying to solve. For example, your issue may be that you need a program to regularly remind you of tasks that you often forget to perform. Or, you may need a program that simply allows you to communicate with your contacts more quickly and efficiently. Use your unique needs to guide you in choosing the right real estate CRM program.
Focus On Ease-Of-Use
Focus on ease-of-use over functionality. There are many CRM programs that try to fulfill every possible need for a real estate agent, but the more complex a program, the more difficult it will be to use, the more hard drive space it will take up and the longer it will take for you to execute tasks. Instead, use a CRM program that you will find easy to use.
Find Mobile-Friendly Solutions
Determine whether the program is mobile-friendly. Chances are, you will often be away from the office and you will need a program that will allow you to enter contact information and notes from your smartphone. Some programs may come with both a desktop and mobile version that allow for you to get your work done easily wherever you go.
Evaluate The Customer Support Services
If you are struggling to use the program, do not be afraid to contact customer support. Not only will this allow you to get the program working in the manner you intend, but you will be able to assess the quality of the customer support services.
Determine what you can sync the CRM software with. You may have contacts in various locations, such as your smartphone contact list or email contacts. A great program will allow you to quickly add these contacts, saving valuable time.
Get A Free Trial
If you are still having a difficult time choosing a great CRM software program, remember to look for free trials to give each program a whirl. 30 days is usually enough time to determine whether a CRM program can easily become an indispensable part of your life or whether you should look elsewhere. When testing out the CRM software, make sure to try as many of the features as possible, even if you aren't sure whether you will need them. By doing so, you will be able to make a more informed decision regarding which one you should choose.