Here's what you need to know about real estate CRM

Transcript: The rest of America you want the best of everything everyone can look up reviews and everyone wants to use the best so when I first started learning about serums I wanted to use the best CRM and I found out that most sites didn't answer that question so I'm here to answer it for you what is the best CRM for real estate now I it's gonna depend a little bit on your team structure if you have a team or what the what your option is but here's our options I'm going to go through really quick let's start off with lying desk this one's quite popular with a lot of honestly newer agents and agents without teams and quite frankly a hate line desk I used it twice I used to when it first came out I hated it I tried it again a year later to see if they change anything and it still pissed me off more than anything so I I do not recommend lying desk but if you want to check it out you know you're welcome to check it out it's definitely one to watch it's extremely future feature-rich you'll notice they... See more →

Transcript: Shawn Bell: Have you been searching and tryingto find which is the best CRM for your real estate business? Then watch this video as I'll break down someimportant factors to you when deciding on how to pick the right CRM for your business. Thank you so much for being here. For more tips on how to use technology inreal estate to grow your business, please click on the subscribe button below and hitthe bell to be notified when I post a new video every Wednesday. By now, you've heard a lot of people talkingabout CRMs and you're wondering what's the difference between them, which is the bestone for my business? How do I even choose the proper CRM? By the end of this video, I will give youa better understanding what a CRM is and what to look for so you know which one to choosefor your business. I've been studying and researching for yearson different types of CRMs and playing around with different platforms and have been ableto decipher different ones for different types of business and which ones are the best tochoose. First off, let me tell you, I'm a firm believerthat there's not one size that fits... See more →

Key quotes:

• "This is a curated list of the tools, apps, and websites I strongly recommend for building and optimizing your real estate business."
• "It’s a platform that that provides education and personalized content for real estate agents."
• "I’d like to show you something… Can you grab your phone and text the word “marketing” to 555–555–5555?” When they do, they will get a link to your marketing plan, latest drone video, virtual tour, listing presentation, or whatever else you’ve matched to that call to action."
• "Likewise, our real estate agent clients use it to gate all of their premium content as well."
• "A lot of real estate agents tell me that the know they need to be blogging, but that they refuse due to a lack of time in their schedule or a lack of confidence in their writing skills."
• "Our real estate clients use Hubspot for tracking, tagging, calling, and emailing their leads."

Key quotes:

• "If you’re reading this, it’s safe to assume that I don’t need to convince you of the importance of using a Contact Relationship Manager (CRM) to run your real estate business."
• "These are the techy agents (and teams) that heavily invest in online lead generation across multiple platforms and as a result need a CRM that integrates with different lead sources, easily and reliably."
• "Let us set you up a WordPress site for FREE with a proven design and everything you need to build your own real estate website and start generating leads on your own."
• "If you are going to be doing a ton of online lead generating and/or planning on starting a team, then you may want to have a hard look at investing in Follow Up Boss right off the bat."
• "We have to admit, LionDesk offers a heck of a lot of value and functionality for the price and is the perfect choice for the techy real estate agent who fancy’s themselves an online lead generating maestro."

Key quotes:

• "In real estate, lead qualification is a systematic process that involves gathering information about your leads to evaluate whether they’re ready, able, and willing to buy or sell."
• "If you’re a real estate agent in New York, you don’t want to generate buyer leads looking to buy a house in Chicago."
• "This lead qualification question will bring light to lead information that will indicate if they’re motivated buyers and will convert into good clients rather than time-wasters."
• "Using Mashvisor’s tool, successful real estate agents don’t waste valuable time, convert more leads into clients, and close deals faster! It’s important for real estate agents to know this type of lead information to decide if they’re qualified."
• "By asking the above question instead, you’ll get a more candid response to be able to decide if they’re qualified real estate leads based on their answers."

Key quotes:

• "However, there are so many marketing tools for real estate agents that it can be overwhelming."
• "In this article, we will focus the conversation on which marketing software and technology tools you can use to grow and manage your real estate business."
• "Managing your relationships with existing clients and prospects can help you avoid missed opportunities, and leveraging automation to manage your social media presence, create content, and generate leads saves time and, ultimately, increases sales."
• "Before we go any further though, keep in mind that a real estate agent just starting will likely have a tool stack that is very different from a seasoned agent who has been in the business for thirty years."
• "Some of these companies offer marketing technology tools that are free or low-cost."
• "Hootsuite is easy and offers plans to meet the needs and budget of most real estate agents."

Key quotes:

• "Understanding your contact rating system and using it to close more deals If you use any type of technology for your real estate projects, it should be a CRM database."
• "Real estate teams, even when they operate in both sales and marketing, will benefit from clear definitions of contact ratings."
• "In addition to understanding the definition of a contact rating, it’s important for your real estate team to know what causes that rating to change — the why behind the process."
• "Unless you have several dedicated CRM managers (and I’m sure they have other duties, even if you do), it’s simply more practical to ask each individual sales team member to update the contact rating on their own deals."
• "As a part of maintaining good order in your customer data throughout the project, it’s important to train your entire team on using the CRM platform."
• "With clean data and accurately updated info, the entire real estate team can really lean on the database, do their outreach with confidence, and correctly make appropriate rating changes."