Real Estate Software

Designed for Agents, Builders & Developers. Easy. Powerful. Mobile

Responsive Web designs

Get 50% more visitors to your website.

Mobile based software

24/7 Access, Anywhere, Anytime, Everywhere you are..


7 Things You Need to Know Before Choosing a Real Estate CRM

Posted by admin on May 19th, 2014

The selection process for choosing the right real estate CRM is like buying a property, firstly you need to set your budget, then you make a list of all of the things  you want in the property. Then you start comparing house to see what meets your needs.

Searching for a real estate CRM is very similar. Firstly you make the decision that a CRM is what you need. You have a list features you want. Then you search the internet to see what CRM’s are available. You then try to compare the long lists of features between different CRMs trying to decipher what each one offers. By the end of this process you think you are a lot more educated but sometimes it becomes even more confusing.

There are many things which you should consider when looking for your CRM. A good CRM is about understanding the buying habits and preferences of your customers and prospects so you can:

• Build  and strengthen customer relationships to keep them coming back.

• Provide value-added services that are difficult for competitors to duplicate.

• Improve your product development and service delivery processes.

• Increase your staff’s awareness of customer needs.

•Reduce customer frustration by not asking the same questions over and over.


Here is a list of things we have compiled that you should consider when choosing your CRM:

1.       Clearly define Business Objectives

Developing a clear-cut set of business goals is an integral component of any CRM software selection. You need to understand how you currently access and store data and based upon this you will be able to see your strengths and weaknesses of these approaches. For example, you may use multiple databases, one you collect leads from your website and other instances are your agents using Outlook to store their own contacts.

Once defined, it becomes easier to understand what the solution required needs to look like and what the CRM software will need to do in order to be successful for your company’s use.

2.       Price

Of course you have a budget and the more you understand what your needs and requirements are the more you will learn how realistic your budget is. Price when choosing a CRM is one requirement. You need to consider the upfront cost and the ongoing long term costs and benefits the CRM will deliver. Think about your businesses workflow and how easy it is to customise the CRM. Most CRM’s will require some level of customisation. Depending upon the CRM you choose, the cost to customise and change features can end up making one CRM a very costly decision compared to others. You need to spend the time to understand what you needs are and speak with a vendor who understands your industry intimately so that you can get the best advice before jumping in.

3.       Data Migration

Many organisations have information stored in older systems that they wish to move to the new CRM. This information is often times organised differently from the new CRM system, requiring some effort to relocate. Focusing on migration strategies early on can help ensure a smoother transfer of information down the road. Be prepared to spend some time migrating your data and testing to make sure it all goes smoothly.

4.       On site vs On Demand

Many businesses now are choosing cloud-based or software as a service (SaaS) CRM solutions. The advantages of these are that you can access your information from any computer in the office, on the go or at home. All of your emails and client files are stored in the CRM, so even if your computer hard drive crashes you will never lose your data. Ongoing maintenance and ease of deployment are also reasons why cloud based solutions are now so popular. On site solutions may fit your business needs. In these circumstances, you will need to manage your own server, updates and fixes. Unless you are IT proficient or have dedicated IT support person we find this a less attractive solution.

5.       Scalability & Vendor strength

The fact that you are now thinking about using a CRM or upgrading to one to meet your expanding business needs illustrates the changing nature of your business and its ongoing demands. By choosing a CRM that is scalable is imperative.   Once you purchase your CRM, spend the time to learn it and customise it to your businesses workflows, the last thing you want to do is have to change because the CRM you have chosen is not scalable and the vendor is not updating or improving the CRM features constantly. You need to partner with someone who has a proven track record.

Consolidation is a natural part of the business software industry, but your CRM partner should demonstrate a history of survival in both this competitive market and down economy. Sometimes acquisitions and mergers fail, putting you in the unenviable position of depending on orphan software to run your operations

6.       Customisation options

With many CRM’s today there are a suite of adons, plugins and third party software providers that you can use to add extra functionality to your CRM. Some of these instances are free and some are paid. Depending on your software provider, you should consider how they integrate with other common software packages like Microsoft Outlook, Chrome, Gmail, Google Drive, Facebook, Linkedin etc. As businesses use many different software solutions for different users, by using these plugins and adons, you can ensure that you get the most from your CRM. In some instances you may have a specific requirement which is for your business and in these instances you will need to make sure that the CRM you have chosen allows you to create custom functions and adons. Some providers offer open source platforms where you can completely get under the hood and customise the software to the nth degree and others limit your access and customisation capabilities. In those instances where you are limited, you may have to create external scripts and programs which make the CRM more clunky to use.

7.       Training and Support

CRM software offers a wide range of tools for users to learn and master. Many users will require multiple exposures to documentation and training in order to gain the critical skills required to succeed with the new CRM. Some CRM systems provide written documentation, videos, and other self-paced trainings, while others offer single or ongoing in-person group and individual trainings.


Rather than hastily rushing to embrace a new CRM solution, carefully review your objectives, requirements and expectations, and then methodically plan the process to ensure your buying decision and implementation will deliver the savings and improvements you want and expect. Your early investment in time and research will be repaid many times over by a CRM system that truly lives up to its promise and benefit.

About our Company is an innovative provider of real estate CRM software solutions. An Australian company providing solutions for real estate agents, builders and property developers. Our specialty is providing an end to end solution for our clients that are Easy, Powerful & Mobile.


Address: Berry St North Sydney, Australia

Tel: +61 2 8011 3091


This entry was posted in Blog on May 19th, 2014 by admin.

  • Leave a Reply

    Your email address will not be published. Required fields are marked *