3 Common Mistakes When Choosing Real Estate CRM

You’ve finally decided to invest in CRM software, but what are the most common mistakes? Here are 3 real estate agents make when choosing their CRM.

  1. Poor training
  2. Incorrect data collection
  3. Wrong platform

Poor Training: Many CRMs have some amazing features when it comes to automating workflows, sending automated emails, organizing contacts and making businesses more efficient. Yet, how can a team be expected to utilize the system when they aren’t provided with the right training? For CRM implementation to work, everybody needs start an onboarding process. Take a few hours to read through the tutorials, help desks and videos.

Incorrect Data: Next, you need to make sure you input the correct data into your CRM. Being detail oriented will be helpful with data input as something like a mistyped phone number from a website contact form, can expose that lead to fall through the cracks as you may be calling a wrong number. To prevent this, we recommended importing or exporting data with such programs like Microsoft Excel to ensure that transferring data is accurate.

Wrong Platform:  We understand that the selection process can be confusing and frustrating. There are over 30 well known real estate CRMs out there and it is vital that the CRM solution you choose matches the needs and functions of your team. A barebones CRM may hurt a robust business and a complex CRM may be too feature rich for a solo agent working part time.

Below is a list of basic features you should be on the look out for in a CRM.

CRM Software Key Features

Lead Generation/Marketing – You need a website that generates leads. In real estate you provide information and value with your IDX website. The home buyer or seller searches for their home on your site and signs up for property alerts or marketing reports. These leads will then flow into your CRM where you begin the process of taking this new lead and making them into a lifetime client.

Communication – Once you’ve captured your lead, make sure to communicate with them on ALL platforms including: Email, video email, text and calling. Your CRM should allow you to participate in all these communication avenues.  The best CRM solutions offer robust communication tools on an easy to use interface.

Automation – Why spend time performing mundane tasks when they can actually be automated?  CRM software can assist with communication, lead conversion, and other processes.  Automated email or communication tools are now a basic function of a CRM. These functions allow emails to be sent on a certain date and time without having to be physically present to send the emails!

Integration – Finally, a good CRM system should also integrate with other tools and websites.


Avoid these common mistakes when you’re searching for you real estate CRM and remember to choose a platform that your team can use.

Check out our Real Estate CRM today to automate and build your real estate business!

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