Maximize lead follow-up efficiency with CRM for Real Estate business

by Dquip Team · January 19, 2017

How follow ups can win more customers for your Real Estate businesses:

With new concepts like lifestyle estates, affordable housing market and increasing commercial property investments change the demographics to a great extent. But Realtors need to keep their clients happy at all times of the sales cycle. Even though Real Estate agents and sales employees have immense pressure riding on them, their dire need is to successfully cater to their client. This being the sole concern in Real Estate business deals, these are some essentials that determine the nature of your deal outcome:

– Having a quick response time to inquiries

– Listening and understanding the client’s requirement

– Following up and helping the client find what they want

These practices actually help Real Estate agents and sales employees conduct themselves professionally and maintain a consistent standard of service. Follow ups do play an instrumental role as quite some studies have shown that faster response times and consistent follow ups give approximately a 90% chance of making a sale. As real estate agents are mostly on the field, actively being able to reach out to clients can be a challenge. In order to achieve this, marketing tools and softwares like CRM are used.

Keen to know how a Real Estate CRM software helps Real Estate businesses make the differentiator? This feature list can help you a great deal.

Download 180 Plus Features of Real Estate CRM

Follow-Up Module

– Make and Schedule follow-up calls, emails, sms and visits with leads, clients, vendors, etc.
– Update details of calls and visits done with leads, clients and vendors.
– Set sms & email reminders for follow-ups, calls and visits.

I. Calls Module

15 Things you can do in calls module:
1. You can select a date & time to schedule follow-up calls with leads and clients.
2. You can add reasons and allocate tags to calls. Eg: important, very important, etc.
3. You can get an sms or email alerts for calls so that you or your sales people / Real Estate agents never miss to follow-up with leads and clients.
4. You can also allot calls to sales people under you.
5. You can view your sales employees’ & agents’ today’s calls, pending calls, scheduled calls, calls done. Respective people can see their own calling schedule.
6. You can update what’s discussed on call and delete calls.
7. You can update the call status. E.g: Did not pick-up, busy, not reachable, switched off, not interested, in a meeting, call back after sometime, etc.
8. You can streamline a call / meeting / email as discussed over the call.
9. You can do the following while updating calls in list calls module:
– Schedule meetings as discussed on the call
– Send / Schedule emails
– Schedule follow-up calls & sms to leads
– Add notes as discussed on the call
– Update call status i.e . Interested, no answer, etc.
– Close a call
10. You can keep a tab on all of the calls made by sales people / agents to know what’s exactly going on in sales follow-up.

II. Mass Email Module

7 Things you can do in mass email module:
1. You can send or schedule mass emails to contacts according to their tags & category i.e Hot Leads, Very Important Clients, etc.
2. You can select a date & time to schedule mass emails for leads, clients, contacts and vendors for respective reasons.
3. You can select an email body from the existing ones created by you.
4. You can manually compose emails with font format options and attach files.
5. You can view all the mass emails sent & scheduled.
6. You can get a count of mass emails sent, read, unread, bounced, sent and scheduled with their respective timings.
7. You can delete mass emails.

III. SMS Module

6 Things you can do in sms module:
1. You can perform a quick search of messages by entering the name, email ID, company name, team, department, category.
2. You can automate follow-up messages to leads, clients and contacts for specific reasons.
3. You can send out group messages according to their tags. For e.g.: You can sms hot leads, warms leads, etc.
4. You can select a template from the existing templates created by you.
5. You can know your team’s today’s sms, scheduled sms & sms sent. Respective people can see their own scheduled sms.
6. You can view the precise number of sms sent, status of sms (sent / scheduled) sms with their respective timings and subjects.

IV. Visits Module

26 Things you can do in visits module:
1. You can add details of the lead, site visits, date of visit & project by filling in the current form fields.
2. You can also schedule Site Visits.
3. You can add tags to the visit.
4. You can assign the Sales Person & Agent for the respective lead.
5. You can view all the leads’ visits, related project and assigned sales person.
6. You can know the number of Reschedules, Total Visits & their Visit status.
7. You can get a categorized view of Today’s Visits, Pending Visits, Schedule Visits & Done Visits.
8. You can do the following actions in the list visits module:
– Edit Lead
– Add Booking
– Book / Purchase Flat
– Update & Close
– Reschedule Visit
– Send / Schedule emails
– Schedule follow-up calls & sms to leads
– View the communication history of each lead
– Edit the lead / Visit status
– Edit the lead / Visit stage
– View & edit the expected business
– View & edit the expected close date
– Share a lead with any other user
– Create Quotation
– Add contacts and remarks for a lead
– Attach documents
– Deactivate or Reactivate the lead
– Delete the lead
– Convert the lead to client