These three important features are necessary when choosing a CRM.

Which Customer Relationship Management (CRM) system should you use to build your real estate business? The truth is that the best CRM is ultimately the one you’re going to use. Many agents use a combination of tools like Google Calendar, spreadsheets, or phone notes. Regardless of the CRM you select, it must have these three essential features:

1. It stores contact information. Your CRM needs to be comprehensive in keeping contact information, including emails, physical addresses, and the names and nicknames of your prospective customers. A useful additional feature would be a system for follow-up tasks or a method to mark stages for your leads based on their stage in the buying process.

“Choosing the right CRM for your phase of business is essential for your success as an agent.”

2. It enables the creation of a pipeline. This will help you forecast your business, not just in terms of contacts, but in sales volume and expected commission. This is crucial for financial planning in your business.

3. It’s affordable. It’s important to consider the phase your business is in and select a CRM that’s appropriate for your current income level. Options range from the inexpensive or free Zoho, to the marketing-inclusive HubSpot, to the highly robust and pricier Salesforce.

Choosing the right CRM for your business is essential for your success as an agent. If you have any questions about which CRM is best for you at this stage in your career, call or email us. We’d be more than happy to assist.