So whether you’re in the office or on the road, you’ll always have access to the most current contact information, calendar, and tasks. A good system can even sync to your smartphone and Google Apps. With a cloud-based real estate CRM, you can access your database from wherever you happen to be, and whatever computer or tablet you happen to be using, provided you have an internet connection. Mobility and SynchronizationĪs an Agent, you’re always on the road and may not have access to your computer. A real estate CRM like IXACT Contact includes listing and closing Activity Plans that prompt you every step of the way to ensure no detail is missed when you’re listing or closing a home. Can you manage and organize your listings, showings, third parties, commissions, and transaction documents in Outlook? Can you generate service reports? The answer is no. And don’t even think about personalizing your mass emails, doing drip marketing campaigns, or tracking clicks, opens, and bounce-backs in Outlook! Agents can benefit greatly from many reporting insights that Outlook simply doesn’t provide. A real estate CRM is better suited for email marketing because it can easily handle large distribution lists, whereas Outlook cannot. A true real estate contact management system comes with a library of real estate specific email and letter templates. Outlook is sufficient when it comes to sending and receiving emails, but when it comes to email marketing, it simply doesn’t make the cut. IXACT Contact even includes various useful reports that give you important insight into your business. You can also search your database across a number of different criteria including the date someone was added to your contact list, when a call was logged with a specific contact, the last time a client was represented by you in a transaction, and more. For instance, categorizing contacts in to groups is a function critical for your business that you can do within a proper CRM. Contact Management for AgentsĮffective contact management for Agents is much easier when you use a true real estate contact management system. I’ll explain the key features Agents require in a CRM that Outlook simply can’t provide. In this post, I’ll explore the reasons why real estate contact management and Microsoft Outlook are very different software. Outlook is simply missing key features and functionality that are available in a contact management for Agents like IXACT Contact. A true real estate CRM is specifically designed to help you build a referrals-based business by making it easy to keep in touch with everyone in your database, build stronger relationships, and stay organized and in control of your business. Maybe you’re considering using Microsoft Outlook for real estate contact management, or perhaps you’re already using it and have discovered that Outlook just doesn’t cut it. However, Microsoft Outlook is not functional as a real estate CRM. And for good reason! It’s a wonderful email service we even use it as an email provider at IXACT Contact. Walk into an office and there’s a good chance the employees are using Microsoft Outlook as their primary work email provider.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |