For the third year in a row, the real estate industry has seen record numbers of real estate agents entering the profession. According to the National Association of Realtors, there are nearly 1.6 million licensed agents on its membership roster in the US. Driven in part by the Great Resignation and in part by the wildly active real estate market over the past few years, these new agents are looking to take a bite out of the client base enjoyed by more established agents and brokers.
Whether you’re a long-time real estate professional or a new agent looking to make your mark, you need a way to keep track of your contacts, from friends and family to new leads and ongoing clients. That’s where a real estate CRM comes into play. While some CRMs offer a tremendous number of bells and whistles, that can make them hard to use for individual agents or those working without administrative support. That’s why we’ve rounded up the most user friendly real estate CRMs – so you can get up to speed quickly and easily.
How real estate agents use CRMs
Real estate agents use CRMs in a wide variety of ways, from marketing a new listing to ongoing communication throughout the transaction. A CRM offers you, as a real estate professional, a simple way to organize your sphere of influence (SOI) so that you’re always able to reach out and stay top of mind.
Some ways of using your real estate CRM include:
- Keeping track of new leads and their timeline for renting, selling, or purchasing a home
- Adding new contacts for sphere of influence marketing initiatives
- Keeping track of milestones including birthdays, anniversaries, and other occasions for handwritten notes, phone calls, and social media shoutouts
- Distributing content marketing materials including blog posts, videos, or podcast episodes
- Creating targeted geographic farming initiatives with direct mail, phone calls, or door-knocking
- Tracking outreach and conversions for FSBOs, Expired listings, and other groups
- Emailing the sphere of influence to stay top-of-mind for referrals
- Organizing cooperating agents and brokers for outreach and referrals
- Staying in touch with past clients who already know, like, and trust you
Using a real estate rental client management system is most effective when you take the time to understand its capabilities and keep it consistently updated. It’s a valuable resource, but only if you learn how to optimize its features. That’s why having a simple, straightforward option is so important.
The top 5 CRMs and why they’re so user-friendly
All CRMs are not created equal, and some are easier to use than others. While some CRMs on the market offer a host of advanced capabilities, conversion automations, and technology integrations, they are often harder to use and more time-consuming to keep updated. A CRM that’s hard to use won’t be effective and a CRM with out-of-date information won't do anything to help you grow your business.
RentSpree’s rental client manager (RCM) is uniquely designed to help integrate not only your sphere of influence, but also your rental client roster. That allows you to better serve all of your clients and track their progress through the leasing, onboarding, and occupancy processes. By keeping your agent profile updated, you’ll ensure that rental clients can reach out to you or share your information with potential renters, landlords, and friends who want to work with you.
Best of all, you can add your current client list by importing contacts from an existing spreadsheet; sync up your client data directly from an existing RentSpree account, and add new clients and contacts as you get them. That way, you’re sure to have all of the information you need for effective rental client management, including options for lead generation, lead nurturing, conversion, and follow-up.
Pipedrive is known for its ease of use, making it a good option for folks who are just starting out with a CRM. For those who need support getting up and running, customer support is available via chat, phone, and email. Pipedrive offers customization options, allowing users to change up the interface and create a lead pipeline that makes sense for their real estate business.
IXACT is a popular option for new real estate agents because of its free trial option, which allows folks to try its service without committing to a long-term contract. IXACT integrates campaign reporting along with its marketing and outreach capabilities so that you can determine how effective your communication is and double down on strategies that show a return on investment.
Agile offers CRMs for a variety of industries, with a real estate iteration available that includes features like map integration and transaction support for standard administrative tasks associated with sales and purchases. MLS and IDX integrations make Agile a good choice for agents managing multiple listings, and there’s even an off-market listings request option for outreach to local homeowners.
HubSpot offers good basic features and is a popular CRM option. If you need a more robust CRM product as your business grows, you can scale up with Marketing Hub, CMS Hub, and Service Hub for greater functionality and advanced capabilities.
If you’re ready to begin utilizing the capabilities of a user friendly real estate CRM for your business, RentSpree offers a fully integrated approach that you can implement easily alongside your existing RentSpree dashboard. With a rental client manager (RCM) built specifically for the requirements of landlords and rental agents, you’ll find that RentSpree’s real estate CRM truly works for you. Optimize the complimentary agent profile so that you can increase your visibility, both online and in your local market.