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Our CRM Is Purpose Built for Agents and Brokers

Maintaining relationships with customers is essential for every business. Thankfully, CRM software can help enterprises do that. Especially in real estate, agents use CRM's to serve clients efficiently while maintaining a good long-lasting relationship. We have perfected the CRM and tailored it to fit into your workflow as an Agent or Brokerage.
Real Estate Marketing CRM

Have your tools work for your team, simple learning curve for maximum productivity.

5 Reasons Our CRM is Better Than Yours!

1. Integration with Existing Essential Tools

Most times, a CRM system will not provide you with all functionality you need for your day-to-day operation. But, it should allow third-party integrations. Companies use CRM along with their existing marketing tech systems. It’s therefore essential that CRMs allow backward compatibility.

A system should work with your existing tools effortlessly. Otherwise, your team will be forced to install and learn this new system overnight. Individuals should write down a list of all their favorite existing tools when shopping for CRM and ask the salesperson how they’ll integrate each of these tools with their CRM. Fortunately, many modern CRMs like Vertex Leads allow integration of popular tools like MailChimp, WooCommerce, etc.

2. Segmentation of Your Buyer’s List

Lead management is essential for all businesses as it helps them direct campaigns based on what their potential customers need. Audience segmentation involves categorizing leads. With our CRM, one can categorize their list based on different information elements.

To effectively categorize your potential clients, create both online and offline lead generation forms that resemble each other, then let your leads segment themselves. When creating these forms you should determine the fields of information that are most relevant to the services you offer. Some questions to ask include:
  • Types of a customer, can be buyer, seller or both
  • Area of interest and budget for buyers
  • Property location, year of purchase and asking price for sellers
  • Property type either residential or commercial
  • How urgent they want to buy/sell
  • These fields can be customized per your requirements. Filtering leads helps you manage them well. And in turn, this increases your conversion rate.
Note that not all CRMs for realtors can capture all these details. Therefore we advise that when shopping around, you look for this feature. Consider a smart CRM like Vertex Leads that allows users to create different field types. One can create text, numbers, date, currency, etc.

Additionally, Vertex Leads lets you create form fields that are linked to CRM fields. And using this software one can use any of the fields to create smart filters. While you can make temporary segments for specific contacts individuals can also have a permanent segmented list for use when targeting different audiences.

3. Automated Follow-Up Alternatives

Managing relationships using manual follow-up can be time-consuming especially with many clients. Well, if a single client hasn’t reached out for a few weeks, one can simply send them a follow-up email. But what happens if you have over 50 such clients on your list that you don’t have updates on? While you can write and send follow-up emails to all of them, this can be time-consuming. Instead, individuals use CRM that automatically does this.

With a good CRM, individuals can easily compose email templates. This software then uses these templates to send emails to different people on your list instantly. This feature is especially important for businesses that send frequent follow-up emails. They can delegate this time-consuming task to their CRM system.

Now, one question that many people ask is how a CRM system ensures that these emails don’t sound non-robotic. Note that you write the email templates and the CRM only sends them for you. Therefore, it’s upon you to ensure that your emails sound natural. In instances where CRM offers in-built templates for various email types, individuals should customize them to add a personal touch.

Also remember that part of the text is simply contact information on your lead list such as first name, budget, location, range, etc. This info is used in all automated emails sent by CRM. All you’ll do is select a field when writing the email template where you want to include it. After, the CRM will send out that email using the selected template, which means, all sent emails will have the same content but different selected property that is specific for a client.

4. Social media contacts 

Social media is an incredibly powerful tool when leveraged correctly. Import your social media contacts and use the power of your Vertex Leads CRM to identify and target your most useful social media prospects. Combine this with automated followup and watch your social media contacts convert. 

5. Exclusion list

They’re typically bad/inactive leads or those you consider unfit to do business with. They include leads who’ve repeatedly consulted you without buying a property from you. This list is essential as it’ll prevent you from wasting your time with such people hence you’ll concentrate on prioritizing active leads. Your VertexLeads CRM will assist with automatically sorting your less active and responsive leads.