CRM for Real Estate: importance, how to use it, customer journey and tips

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In recent years, the real estate market has undergone numerous transformations. If before the competition was only between traditional and local real estate agencies, now it is necessary to overcome models that focus on experiences throughout the entire customer journey , such as AirBnb and fully digital real estate agencies.

A CRM tool for real estate agencies can be the simplest and most affordable solution in this competitive scenario. In this article, we will show you how to use a CRM to track and automate the customer journey, as well as optimize your real estate agency's internal processes , all in one place.

Understand what a CRM is and how to use it for real estate
A CRM is an incredible tool for companies, regardless of their industry. It has features that organize and automate contact with customers.

For real estate agencies, CRM continues to be an excellent strategy, optimizing processes and providing greater productivity. In this case, you can use a CRM to reduce expenses, manage data, automate customer service and increase sales.

This can be done using a variety of CRM tools, such as sales funnel management, workflow, task monitoring, and data analysis.

Learn the importance of a CRM for real estate
Having a CRM is very important for real estate agencies. This digital resource facilitates the sales process in general, stores and organizes company and customer data, manages projects and much more!

A CRM for real estate makes the work of brokers easier and provides much more productivity to the company. This is because tasks are optimized and employees can focus on more projects in less time.

Image with a blue background, written Best CRMs on the market: a comparison to help you choose yours. In the image there is a computer with the Bitrix24 screen.

Mapping the real estate customer journey
Mapping the customer journey is about understanding people’s actions and motivations , not only so they have better experiences throughout the sales funnel, but also during the post-sale process. For your business, this tunisia telemarketing data can mean everything: higher conversion rates, increased ROI, and new customers coming from referrals .

Particularly for the real estate market, this is a challenging equation to solve and you may already know the reason: it is a business based on customer relationships , a variable that can be quite volatile.

Have you ever stopped to think about how buying, selling or renting a property involves high expectations and almost inevitable frustrations? For the client, this is a time of great financial and emotional investment. For real estate agencies and brokers, it represents long hours of negotiation and stressful situations , which cannot be allowed to affect sales performance in any way.

Drawing up a journey map involves many details, so it needs to be done as a team and mobilize all departments to identify the opportunities and barriers at each stage. It is no wonder that this is a service provided by some specialized consultants, whether because real estate agencies do not have the time, enough hands or are not experts in the subject.

Discover the advantages of using a CRM for real estate in your sales
If you work in the real estate industry, you can get numerous advantages from using a good CRM. Your sales will see a notable improvement, as CRM is capable of facilitating various business and commercial processes.

Are you curious about the benefits of CRM? Check out some of the main advantages of using a CRM for real estate in your sales:

Improved customer service;
Task automation;
Time optimization;
Increased team productivity;
Greater customer loyalty;
Centralization of business information;
Creation of business reports and analysis.
The role of your real estate agency in the customer journey
On a broker's desk, growing charts and graphs were found demonstrating the great results obtained with the help of a CRM for real estate.

It is important to note that the customer journey is the vision of your customers. It is the way they chose to interact with your real estate agency and how they feel in return for what you have to offer.

However, once the journey has been mapped, you will be able to see that in order to improve the customer experience, you will also need to take some action regarding backoffice processes , that is, how things happen internally in your company.