Top 3 of the best commercial real estate CRM software

Main assets for productivity:

• Access to all your new real estate programs in CRM,
• Management and animation of your sales network,
• Lead scoring of prospects,
• Be up to date with market conditions due to market report tools,
• Multiposting of your ads on numerous websites,
• Email marketing automation, etc.

HubSpot CRM: the progressive generalist for real estate professionals

HubSpot CRM is one of the solid standards in the market. The solution is intended to be scalable and customizable for real estate businesses according to their size and needs. The solution is suitable for real estate developers and agencies thanks to its customization capabilities.

Automate your marketing actions
We notice interesting features integrated into the CRM to prospect: a visual dashboard to track in real-time your sales data and customer interactions such as through email, social media, or phone calls.

Campaign performance reports allow you to improve your messages, including identifying the channel through which the prospect is most receptive.

Solutions to customize your CRM software:

• Multi-channel marketing campaigns to trigger opportunities,
• Email templates,
• Shared contact book (prospects, customers, business partners),
• Commercial management (quotation, invoice, etc.),
• Reception of alerts (configurable in advance),
• Collaborative email integrations (Gmail, Outlook),
• Intuitive dashboard to track your business processes and activity, etc.

Point2 Agent: the CRM dedicated to collaborative agencies

Point2 Agent is one of the most popular real estate CRM software solutions. This program gives you access to a large number of functions to optimize your real estate management. It’s an online software, so your real estate advisors can connect anytime, anywhere and from any device!

In addition to the basic options of all real estate CRM, Point2Agent gives you the ability to create personalized marketing campaigns, centrally manage your emails and have technical support.

Collaborative work at the heart of success
There is no secret to operating a multi-site network. You just need a collaborative workspace, in other words, a CRM software with rich collaborative features. Point2Agent offers you all of these tools and more. Their collaborative work module adapts to all configurations, and the collaborative real estate agenda is synchronized in real-time.

• Multiposting of ads on real estate portals,
• Electronic versions of legal documents,
• Receipt of automated alerts (customer reminders, SMS, etc.),
• Collaborative email (Outlook, Gmail, Yahoo, Microsoft Exchange integration),
• Management of your website with built-in WordPress blog from the software,
• Optimized field prospecting thanks to the centralization of information,
• Tools to help you engage leads (call-to-action buttons, custom forms for lead capture, Google Analytics to understand your market better), etc.

No CRM: more errors, fewer customers

The following errors express a lack of pragmatic procedures and the application of operational guidance.

The most common errors waste time for your entire organization, significantly reduce productivity and result in loss of customers.

If you have any of the following signs, you should urgently use CRM software dedicated to real estate:

• Non-centralized information: you waste time searching for information, data and contact sheets in several tools or media, and your data is often incorrect;
• No traceability: you no longer know what your customer said, when he said it, or what he was talking about, and you even lost his coordinates;
• No data available on the move: you need information during real estate visits, to note reactions from buyers or sellers, to note details of the property, and you would like to centralize all this information to find it later to be more efficient;
• No automation: you write everything down on your agenda and get tangled up when you could rely on a tool that sends you alerts to remind you of important things, appointments, and at the right time;
• Estimated matches: you spend too much time scrutinizing the criteria of buyers and sellers, so you miss out on great opportunities;
• Disorganized prospecting: you prospect without any particular organization, you don’t share information with your collaborators.