Episode 318: Selecting a Real Estate CRM & How to Use it Effectively

business tips choosing a crm crm Nov 19, 2024

Selecting a Real Estate CRM and learning how to use it effectively can be overwhelming! In Episode 318 of the WBNL Podcast, we cover how to select a CRM, the must-have CRM features, and the keys to setting up your CRM. It's CRM MANIA; let's get started!

CRM Mania – Selecting, Setting Up, and Mastering Your Real Estate CRM!

Selecting a CRM:

Explore three CRM types: Standalone, CRM + Website, All-in-One Lead Gen Platforms
Tips on leveraging free options from brokerages, MLS, or associations
Recommendations for popular CRM solutions like LionDesk, Follow-Up Boss, Go High Level, and Top Producer

Must-Have CRM Features:

Robust contact management system with reminders and task scheduling
Automated email/text campaigns and built-in tracking tools
Integration capabilities with third-party tools (e.g., Zillow, Google, Zapier)
Mobile app access for on-the-go management
HTML email capabilities for professional-looking newsletters
Transaction workflows and listing management features
Video integration for personalized communication

Keys to Setting Up Your CRM:

Take advantage of the training resources provided by your CRM
Import and organize your contacts, then initiate follow-up campaigns
Create custom templates for before, during, and after transactions
Develop automated follow-up campaigns for leads, clients, and past transactions
Monitor and track your contacts’ engagement with features like email open rates

Action Items:

Evaluate Your Needs: Make a list of must-have features based on your business model.

Explore Free Options: Check your brokerage, MLS, or association for complementary CRM solutions.

Invest Time in Training: Schedule time to learn and master your CRM’s core functions.

Set Up Follow-Up Systems: Implement a “Before, During, After” approach for consistent client communication.

Leverage Integrations: Ensure your CRM syncs with your lead sources and preferred tools.

Optimize with Automation: Use features like auto-dialers, video texting, and email campaigns to streamline your processes.

Mastering your CRM can transform it into your virtual assistant, helping you stay organized, nurture leads, and ultimately grow your business. Tune in for the full rundown and actionable strategies to make your CRM work for you!