Development of a CRM system for realtors and real estate agencies

Organization is the basis of a successful real estate business and effective closing of deals. However, managing hundreds of potential clients, dozens of properties and related documents such as insurance policies becomes an extremely difficult task when using standard spreadsheets or manual methods. In such conditions, automation of processes with the help of a specialized CRM system becomes not just a convenience, but a necessity.

AVADA MEDIA provides professional services for the development of individual CRM systems adapted to the needs of realtors and real estate agencies. Our solutions allow you to systematize all aspects of work, from managing client bases to optimizing transactions. Such systems not only simplify everyday tasks, but also help extract maximum benefit from each interaction with clients, increasing business efficiency.

What tasks can a CRM for real estate solve?

Real estate CRM systems can include a variety of functionality that is adapted to the specifics and individual needs of each real estate company. However, there are a number of key tasks that such systems solve in most cases:

• Systematization of client data . CRM allows you to save and structure all client data in one place: contact information, budget, preferences and details of previous negotiations. This helps real estate agents better understand the needs of each buyer and build more trusting relationships with them.
• Deal and property management . CRM allows you to save and manage information about all the properties in the agency's database. This allows you to easily find suitable options for clients and control the stages of the transaction, which minimizes the likelihood of errors and data loss.
• Automation of routine tasks . The relationship management system automates routine tasks of realtors, such as generating standard documents, selecting properties, monitoring deadlines and legal obligations. This frees up agents' time for more productive work with clients.
• Improved time management. CRM helps realtors manage their schedules efficiently – scheduling appointments, property showings, and other important tasks. This minimizes the risk of forgetting an event or having multiple events scheduled at the same time.
• Compliance with legal norms . The work of a realtor is associated with the fulfillment of numerous legal requirements, such as paperwork, registration of transactions, compliance with the terms of contracts and fulfillment of obligations to clients. A real estate CRM system helps automate and systematize these processes, tracking the necessary legal steps at each stage of the transaction.

How Real Estate CRM Systems Work

The CRM operating principle may differ in detail in different real estate agencies, but in general it is structured as follows:

• Receipt of an application . The company receives a new request. The program automatically determines which channel the client came through - through organic search, from a mailing list, social networks or by phone, then records the request and assigns a responsible realtor.
• Launch of a sales funnel . Already from the first contact, a sales funnel scenario is launched, which consistently helps the realtor bring the user to the conclusion of the deal. The program will remind you of the call, help you select real estate options and generate a contract.
• Interaction strategy . Depending on the user's response actions and embedded scenarios, CRM builds an individual logic of interaction with each client, for example: make an appointment, conduct a presentation of the object, prepare a mailing, generate a contract, etc.
• Efficiency assessment . The system collects and structures data, then prepares an analytical report on key business areas, which allows you to evaluate the correctness of strategies, marketing effectiveness and the effectiveness of individual agents.

Main functional capabilities of CRM systems for real estate

Over 96% of realtors claim that using CRM has increased their productivity. Therefore, we suggest considering the tools and functions of such systems that allow them to achieve such high rates:

• Integration with advertising platforms - allows realtors to place and update listings on different platforms using a single CRM interface, which saves time and reduces the risk of errors.
• Intelligent selection of properties — automates the selection of real estate for clients based on specified criteria: budget, location and time constraints, which speeds up interaction and increases the chances of concluding a deal.
• Analytics and Forecasting – CRM may include forecasting tools that analyze customer behavior and identify sales opportunities to close deals successfully.
• Integration with telephony and instant messengers - allows you to conduct all communications with clients through a single interface, and also records all calls, messages and correspondence in the system.
• Marketing personalization - CRM allows you to segment your audience, send personalized emails, and set up more targeted marketing. This greatly enhances your advertising campaigns and increases the response from potential customers.
• Reporting and data analysis - the analytics module allows you to
  Realtors and company management can track key metrics on visual reporting dashboards, evaluate sales performance and adjust strategies to achieve goals.

Benefits of implementing CRM systems for realtors and real estate agencies

The real estate market is all about relationships. And to manage those relationships effectively, you need to interact with your customers regularly – both existing and potential. This is where CRM excels: it helps you communicate with your customers quickly, professionally, and effectively, and it also ensures a flawless customer experience.

In addition, CRM for real estate management provides companies with a number of other significant advantages:

• Automates the most labor-intensive stages of work and reduces the operational burden on realtors.
• Saves time - time that can be used to find potential clients, new properties and hold meetings with buyers.
• Simplifies the management of large amounts of information, including customer base, real estate, contracts and insurance policies.
• Ensures proper organization of the realtor’s working day and helps not to miss a single deal.
• Helps strengthen relationships with customers, which increases the chances of a successful sale.

Examples of popular CRM for real estate agencies

Let's look at the best CRM systems for real estate agencies that are present on the market today:

• LionDesk is a relationship management system that helps realtors effectively grow their client base. It provides advanced contact management tools, social media integration, an AI chatbot for interacting with leads, and a lead capture tool. The CRM also comes with an interesting “Workflows” feature that automates repetitive tasks and offers agents email templates for sending out.
• HubSpot is a fairly universal system that is suitable for many businesses, and in particular for the real estate industry. It allows realtors to segment audiences, create automated sales funnels, and launch personalized marketing campaigns. In addition, HubSpot allows you to track the effectiveness of all customer interaction channels, providing comprehensive control over the process and improving the quality of service.
• Wise Agent is a convenient CRM for realtors that helps automate the processes of managing client requests and tracking deals. The platform allows you to easily set up sales funnels, send automatic reminders and personalized letters to clients. Wise Agent's functions also include calendar management tools, key performance analytics, and integration with email services and social networks.
• Pipedrive — This CRM helps real estate agencies easily manage their sales funnel. It is especially useful for realtors due to its intuitive interface and the ability to visually track deals at each stage. Pipedrive automates reminders, analyzes conversion at each stage of the funnel, and provides flexible customization options.

Ready-made CRM solutions are certainly convenient and can significantly facilitate the work of realtors. However, their functionality is often limited, and they cannot always be adapted to the specific requirements of a particular agency. If you are planning to implement a CRM, it is worth considering individual development. This approach allows you to create a system that fully meets the needs of your company, implement unique models of interaction with clients, increase the level of automation of processes and significantly improve business efficiency.

What technologies and tools are used in developing CRM systems for real estate

Choosing technologies for developing a CRM system for real estate agencies is a critical step. Technical architecture determines the stability, scalability and performance of the system, as well as its ability to integrate with other services.

At AVADA MEDIA we use modern tools and solutions to ensure high quality, reliability and safety of the developed product.

Here are the key technologies we use:

• Programming languages and frameworks. Python, PHP, and Java are most often used for the server part, as well as popular frameworks such as Django, Flask, and Laravel, which speed up development and provide flexibility of architecture. The client part is implemented on the basis of HTML5, CSS, and JavaScript, using modern libraries and frameworks such as React.js and Vue.js, which allows you to create fast and convenient interfaces.
• Databases : We use relational databases such as PostgreSQL and MySQL, as well as non-relational solutions such as MongoDB, to work with large volumes of structured and unstructured data.
• Integration with IP telephony and messengers. To improve communication with clients, we integrate CRM with services such as Twilio, Asterisk, and WhatsApp API. These tools allow you to record calls, keep a history of interactions, and provide realtors with convenient access to all communication channels in one interface.
• Integration with marketing platforms. To automate marketing processes, we integrate CRM with platforms such as Mailchimp, SendGrid, and Google Ads API. This allows you to launch personalized email campaigns, SMS mailings, and targeted advertising directly from the CRM interface, as well as track their effectiveness.
• Artificial intelligence and machine learning. To improve the efficiency of the system, we implement artificial intelligence technologies. For example, smart chatbots can respond to customer requests, and machine learning algorithms analyze their behavior, helping to recommend the most suitable properties.
• Cloud technologies . For scalability and availability of the system, we implement cloud solutions such as AWS, Google Cloud Platform, or Microsoft Azure, which ensure reliable data storage and flexibility.

These technologies allow creating an effective and highly reliable CRM system that easily adapts to market changes and business needs. AVADA MEDIA uses only proven tools and approaches, which guarantees a high-quality result.

Development of CRM systems: main stages

Technical implementation of CRM in our company consists of 7 consecutive stages:

• Analysis of customer requirements.
• Development of technical specifications.
• Design and prototyping
• Development of individual UI/UX design.
• Technical development.
• QA testing.
• Release and development of the project.

Each of these stages is essential to creating an effective CRM that truly helps a business achieve its goals. The process begins with a detailed analysis, where we define the needs of the real estate agency, its unique business processes and target tasks. As Henry Ford said: "Good organization of work is the key to success."

At AVADA MEDIA, we not only develop CRM systems, but also create tools that help clients achieve ambitious goals:

• Improve process management.
• Improve the quality of customer service.
• Increase conversion and business profitability.

Your success is our main goal. When you contact AVADA MEDIA, you get not just a system, but a strategic solution that will take your business to a new level.

Why it is worth starting cooperation with AVADA MEDIA

AVADA MEDIA is a reliable partner in creating CRM systems for realtors and real estate agencies. We understand how important it is not just to organize work, but to create a tool that will become your indispensable assistant in every transaction, strengthen relationships with clients and help your business reach new heights.

Why you should start working with us:

• Expertise and experience. We develop CRM that takes into account every detail: from automation of routine tasks to unique functions required by your business.
• Individual approach. Each real estate agency is a special world, with its own rules and processes. We will study this unique specificity and create a system that will perfectly fit into your work.
• Modern technologies. We use advanced solutions, including integration with advertising platforms, telephony and analytics, to make your work as convenient and effective as possible.
• Focus on results. Each of our solutions is aimed at improving processes in your company: optimizing routine tasks, increasing employee productivity and improving interaction with clients. Therefore, our CRMs really help businesses develop.

Still have doubts? Get professional advice on developing a CRM system that will become the key to your business success. To do this, fill out the form on the website or contact us by email.