How to Choose Customer Relationship Management Software


Customer relationship management software was first discovered by professionals in the service industry. Service providers recognized the need for a software system that would help them organize and manage their clients while providing adequate after sales services. Contact management software, also referred to as lead management software facilitates the maintenance of buyers and sellers contacts. It enhances the relationship between the property manager and their client base thus making it possible for them to generate and convert more leads.

Benefits of using lead management software

Most sales people have problems when it comes to lead management. This is doubly so when it comes to real estate leads management, especially those that have longer conversion periods. Once an advertising campaign has been instigated, in a matter of time responses to this campaign will start flowing in. This information needs to be documented and tracked in an efficient manner. This is where real estate contact management software comes in.

Real estate leads software helps organizations to:

  1. Tag all incoming information and inquiries collecting it in a database for future follow ups.
  2. Record all converted sales for handling, shipping and delivery.
  3. Tag non-sales contacts inquiring for more information. In which case the earlier stored information will be necessary to retrieve required contact information.
  4. Schedule follow-ups for both converted sales and information seeking clients.

The main advantages of using lead management software are in its efficiency – as compared to traditional means, its capacity – real estate CRM has a greater memory capacity compared to that of a regular human being and lastly its memory – the software can re-call follow up appointments and other important client related information.

Things to consider while buying real estate CRM software

There are a number of different CRM software’s on the market. Thus as a property manager there are a number of considerations that you have to make before purchasing real estate leads software. First and foremost you need to catalog your business requirements and what you will require of your leads management software. The software package that you decide on should be able to achieve the strategic goals of your business.

The choices you need to make as a manager are between:

  1. Specialized CRM and generalized CRM

The latter software package is the standard across the board leads management software that can be used by any service provider. The latter though is specifically tailored to the real estate agent’s needs.

  1. PC based CRM and Web based CRM software

PC based CRM applications run on computers while web based apps are hosted on the internet. The real estate manager can decide on the best system to implement based on the advantages and disadvantages of each and their specific business requirements.

  1. Non-commercial and commercial CRM

Non-commercial apps are typically free; however they do not come with a support system or the possibility of any advanced features. Commercial CRM for real estate is more expensive, but it affords the manager more features, better after sales support as well as quality assurance.

  1. On-demand SaaS and on-premise CRM

These terms refer to the type of system purchased. The first is a web based software as a service (SaaS) which takes no time to set-up and provides third party maintenance. The latter consists of a CRM for real estate package directly installed onto computer servers but take a longer installation period but is less expensive in the long run.

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