Tips For Adopting a CRM For Real Estate

Tips For Adopting a CRM For Real Estate

It goes without saying that businesses should use technology to increase efficiency and growth. When it comes to the digital revolution, the real estate industry has fallen behind. However, it is now jumping on board. Today's real estate leaders believe that technology is a boon for removing barriers and capitalising on properties. Here are some highlights. Recently conducted a survey to learn about people's perspectives on the impact of technology on the commercial real estate industry.

Over half of those polled believe technological advancements will have the greatest impact on legacy properties in the next three years. According to 80 percent of respondents, the commercial real estate sector should prioritise the use of an estimation model and decision support system. As a result, the majority of real estate companies and agents use CRM (customer relationship management) tools. Without further ado, let us walk you through how to make the most of your CRM software.

Benefits of CRM

To successfully implement CRM, you must get each member of your team on board, regardless of team size. Inform them that CRMs automate numerous processes. Your team should understand how much time they can save by using a CRM. A CRM can help you complete important daily tasks. These include lead generation, prospecting, and following up, among other things. Furthermore, some CRMs automate routine data entry and scheduling. It saves you a few hours every week. Furthermore, they automate the collection of leads data and the population of critical data fields. It means you don't have to manually enter the data, which eliminates the possibility of costly human error.

CRM Automate the data collection

Real estate firms have accelerated CRM organisational socialisation and user training. Employees at real estate agencies may occasionally find their data underwhelming, if not extinct. Realtors must prioritise developing personal relationships, which often takes precedence over recording activities in CRM. Brokers do their best, as evidenced by the fact that the average CRM user spends more than five hours per week on data entry. Unfortunately, it still takes only a small amount of time to keep CRM data complete and up to date. It becomes an ongoing battle to ensure that your team does not forget to log their calls, meetings, and contacts in CRM. Users are irritated by it. Or it slips their mind and they forget about it. It reduces CRM's utility for brokers.

Involve others in CRM adoption

Developer CRM software is used by groups rather than individuals. So it only makes sense to include other people in the CRM adoption decision-making process. It is determined by the size of your team. At least one other member should be taught how to use the software. It will help them become CRM ambassadors. You will also be assisted by another employee who is knowledgeable about the software, so your responsibilities will be shared. When you need to use the most recent software, you have a much larger investment if you had a say in the decision-making process. Do you have a large or medium-sized property management firm? If so, it's critical that you identify a few key team members to include in the process. They will advocate for the CRM solution to the team because they were involved in the process. These key users will be aware of the features that are extremely beneficial to your team's productivity. Because they will have a comprehensive understanding of your processes. For example, you may consider lead management to be important, but all you may need is some sort of automation. Furthermore, they will gain hands-on experience with the CRM, which will aid in the design of training before you begin teaching your team. As a result, you would avoid having to shape your training in a vacuum. Rather, you would be able to relate it to your team members' daily tasks. During training, you can provide solid real-life examples. The benefits of your CRM will then be obvious to your team members. This increases the likelihood of your agents adopting your CRM from the start.

Choose a CRM software that is simple to use and mobile-friendly

If you already use property management software, you are aware of how difficult it can be for non-technologists to use. Real estate agents aren't always technologically savvy. As a result, you should select a CRM solution that is convenient, simple, and visually appealing. The CRM software industry is likely the largest in the world. As a result, software developers must differentiate themselves more than ever before. CRM software must be designed in such a way that even the most technologically illiterate individuals find it simple to use. Along with usability, a CRM's mobile friendliness is critical in the property management industry. When designing CRM solutions, software development firms should take a mobile-first approach. Check the functionality of your chosen CRM on a mobile phone. If it doesn't work on a mobile phone, abandon it and look for another option.


Now, you have seen that getting your real estate agents and brokers to embrace CRM software is easier than you think. You need a lot of time to train your team to use new software. We recommend you tell them exactly how much time they will need to dedicate themselves to learning. CRM software doesn’t solve your issues immediately. However, If you spend time learning and using CRM software for real estate, it will provide a good ROI. DoFort offers real estate property management software specially designed for developers, property managers, and real estate agents. It boosts their team’s productivity by allowing them to monitor all things related to their inventory. Its CRM software for real estate enables users to manage, record, and keep track of their marketing processes. With automated receipts and invoices, a user can figure out their position regarding their sales targets.


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