The best real estate CRMs for property management and publication in portals
A Real Estate CRM is a client and property management tool, also known as real estate software. Its main function is to provide access to a management program for all types of properties and the leads obtained. Another of the most notable features of most real estate CRMs is the dissemination of properties in the main real estate portals, both national and international, as well as free and paid. In addition, many of these tools offer the creation of a real estate website.
There is a wide variety of options when choosing the real estate CRM software that best suits the needs and characteristics of our business. Therefore, we have compiled a list of Spain's best real estate CRMs. These real estate management software allows access to different databases, to feed content and products to our real estate website. In this way, the supply of real estate grows, which increases the possibility of obtaining benefits from brokerage commissions.
A good real estate CRM is up-to-date, intuitive to use and has a value for money that meets the expectations of our real estate agency. Depending on our territory and sales niche, we will be able to study and evaluate the services of a real estate CRM or another, depending on the real estate portals with which they work, checking if they have a presence in our geographical area of action, and providing us with the tools we need.
Free or paid real estate CRM, advantages, and disadvantages
Many professionals in the sector, especially those who are just starting, consider the option of having the services of a free or paid real estate CRM. At first, it seems tempting to resort to the benefits of a free real estate CRM, since it means initial cost savings, in a context where income is minimal. This becomes an attraction for many agencies and real estate agents. The problem of using a free real estate CRM appears when the business begins to grow, and this first option falls short and is obsolete. In this situation, it is best to resort to the payment option. In most cases, the same companies that offer access to a free real estate CRM system have payment plans. However, these are not usually cheap, so they cannot compete with other better-known real estate software, which requires a payment, a high cost, to start using them.
Changing CRM later can cause a structural modification of our business on the network. While this complex system change is taking place, our real estate website is down, leading to a loss of clients and money. Therefore, it is very important to correctly choose the tool with which we are going to work from the beginning. Starting with access to a free real estate CRM system, simply for the initial savings of the fee, can be a fatal mistake, which conditions the activity of the entire business for a time. However, if free real estate software offers all the features we need, it can be a very interesting alternative.
Benefits of a real estate CRM
- Real estate management software provides a multitude of benefits to entities and professionals in the sector, among which the following stand out:
- The relationship with clients: The agency or real estate agent can store all the data and information of each client, as well as of each property. In this way, all day-to-day activity is enhanced, since the interests of users and real estate can be crossed, to process the sale or rental of properties.
- Control of all feedback received: Normally, most of these tool’s store everything done with customers, saving interests, characteristics and needs. Some also include everything managed by social networks.
- Scheduling and automation of daily work: Scheduling and scheduling all work speeds up and optimizes customer and property management, as well as optimizes it. In addition, the compatibility of most real estate CRMs with all mobile devices makes it a very powerful and complete work tool.
- Reports, data, and statistics: All the results obtained are collected by the software. This allows each worker to be tracked, as well as optimise their time and results.
Types of real estate CRM: generic and vertical
The most common is that a company looks for solutions related to its sector. For this reason, real estate agencies often opt for vertical CRM. But many others opt for a generic CRM, to check the functionalities that this type of software can give them and how it affects their daily work. These, subsequently, usually request the services of one more specialized in their sector.
A generic CRM is not designed based on any work sector. Therefore, it can be used by any company, whether in the real estate market or another with different characteristics, since its functions include customer management, data collection and marketing services, in general terms. For its part, a vertical CRM is created especially for the real estate sector, since it incorporates other functions such as the platform with real estate portals, MLS network, website design and maintenance, SEO optimization and the like.
Online real estate CRM and offline real estate CRM
When real estate management programs, CRM, began to appear, many agencies opted for software integrated into the company's equipment. But, over the years, real estate CRM in the cloud has taken over, as it allows greater flexibility in the work of agents, who spend a large percentage of their time outside the office. In addition, it allows you to use it on different devices, which speeds up and optimizes the relationship with customers.
Real estate CRM integrated into the computer
They are installed like any other program, with a disc or by downloading it from each computer. For the proper functioning of all its features, each computer must have an updated version of Windows and a processor that allows the maximum performance of the software. The most outstanding features of these real estate CRMs are:
- Single payment.
- Installation on the agency's devices.
- Maintenance and security on their own, although some include a price for assistance, to solve any incident.
- It is not compatible with all tablets and mobiles.
Online real estate CRM
Currently, the majority of entities and professionals in the sector use this software, since it allows them to work in a more flexible and closer way with clients. Its great acceptance in the market has led to a wide variety of choices, with features that enhance the work of any real estate agency. Its most relevant aspects are:
- monthly or annual price.
- No installation required.
- The creative company performs the control and security of the system.
- Multi-devices, remote access from any place and time.
- Updates to enhance and adapt daily work.
Differences between paid and free real estate CRM
Paid real estate CRMs offer more complete and professional features than free ones. But, the latter is an alternative for those agencies and agents that start in the property and real estate sector, to find out what these tools can bring them. Many companies that create this software have free versions, which can be used by any entity, to enhance their work and grow to a certain extent
Free real estate CRMs are limited in several users and properties, as well as other features such as connection to real estate portals or the MLS network. One of the most attractive free alternatives are the free generic CRMs since they do not have so many limitations, especially the open-source ones. The open-source license does not require any cost, but its tools may incur some other costs related to specialized technicians, maintenance, and security. It can be a very interesting alternative, provided that the real estate agency has a magnificent organization and structure that allows it to develop and customize the open-source system. It is convenient to study the functionalities of each one, to check which one best suit our characteristics and needs.
Free real estate CRM
They are a good alternative to start managing clients and properties, without making an investment that could be a problem. WordPress plugins are a highly recommended solution for many cases. These are installed on the CMS and synced with daily work, clients, and properties. Some of the most recognized are:
- WordPress-to-Lead (Salesforce CRM),
- Zoho CRM.