Ways to Automate Your Real Estate Business

The real estate industry, like many others, have been widely affected by the digital transformation of our society. Tools and softwares are increasingly made available to automate tedious and time-consuming tasks that were normally done manually. The benefits of technological tools, such as real estate CRM, are so significant that according to KPMG, “any real estate company not exploring and exploiting property technology and innovation should question its strategy”. Indeed, as the competition gets tougher, you risk losing on business opportunities without real estate automation.

So what are some of the ways in which you can automate your real estate business?

Team management

When you have a team of real estate agents to manage, working with spreadsheets can be challenging, especially to track your team’s activities and performance. These are both tracked automatically with a real estate CRM. So you can easily see how many calls and sales your staff have made -- who is falling behind and who is a star performer. No longer will you have to spend an extensive amount of time preparing a performance report, instead, you can focus on the data provided to guide your management strategies.

Lead generation

Instead of typing your clients’ details and preferences into a spreadsheet, you can automate your lead generation by having a contact form on your own website. This way, when interested prospects fill in their details on the form you will automatically have their data served in your preferred format.

You can also further automate the process by having your website connected to a real estate CRM software. With the two linked, your leads will automatically be imported from your website to the CRM, ready for you to contact.

Opportunity tracking

With real estate CRM software, you have a faster way of connecting with your clients and tracking their progress through the sales funnel. You can assign each lead with an opportunity stage that indicates where they are in the funnel, for example, from callback, to showing requested, to contract signed. In the same way, you can also lay out your follow-up plans. You can even set a due date for the follow-up action to make sure that you don’t miss it. Closing a deal will be much easier with all these easy-to-use features.

Property - client matching

Property matching is another task you can automate in real estate. With a real estate CRM software, you can instantly match your clients to properties with specifications that fit their requirements, and vice versa. This will allow you to get back to your client’s inquiry faster and provide them with a solution. Let the CRM work for you so you can concentrate on the bigger picture, instead of spending more time and energy doing the same task on a spreadsheet.

Ready to automate your real estate business? Let AgentDaddy help you set up your real estate CRM software now.