Insights To Managing Customer Relationsh...

manager Over the recent years, the real estate industry has become increasingly competitive. Without implementing the right strategies and using the right tools, you may find it hard to keep your existing clients or attract new ones…

As you grow your business and develop more leads, it becomes harder and harder to keep track of them all.

The saying, “If you don’t take care of your customers, someone else will” has never been more relevant.

People are demanding these days. Very demanding. Investors must continuously work on satisfying the demands of customers (motivated sellers, buyers, renters, etc.), because people can quickly lose interest in you when your communication is not streamlined, organized and easy to understand.

This is where a good lead management and Customer Relationship Management (CRM) tool comes in handy. Having CRM software not only sustains customer interaction but also helps build strong, lasting relationships with clients.

Since there are tons of CRM software packages on the market, we’d thought we’d list some of the features we look for:

Ease of use: Choose CRMs that have a clean and simple user interface.
Customizability: Pick a software that lets you customize according to the needs of your business.
Niche-based: Look for CRM software that fits your niche.
Third-party integration: So your data is centralized throughout different parts of your business.
Cloud-based: So you can access your data any time, anywhere, whenever a device is connected to the internet.
Security: The software should protect your data from a cyber-attack and data loss.
Mobile access: Choose a CRM that lets you access data through smartphones or tablets.

There is a CRM software that gives you all that and more. Insightly is a powerful CRM tool that is affordable yet jam-packed with user-friendly and team-friendly features.

Insight into Insightly

Insightly is a customer relationship management tool that can be used by businesses in many different industries such as accounting, construction, consulting, education, health and wellness, manufacturing, real estate, utilities and energy… and more.

The San Francisco-based company was founded in 2009, has over 1.5 million users all over the world, and it is currently the most popular CRM tool for the users of Google and Office 365.

Insightly for Real Estate

There are over 19,000 real estate agents, brokers and investors worldwide who depend on Insightly. The people at Insightly seem to understand that you are busy juggling such things as:

Emails
Online calendars
Calls
Leads
Excel spreadsheets
Contact information
Contracts
Agreements
Project management tools

Insightly’s CRM tool makes it easier to track and stay focused on every transaction – from finding a lead to purchasing, wholesaling, rehabbing, renting or selling.

Connect contacts with emails, documents, and social media profiles

Insightly allows you to easily sync your Gmail or Microsoft email to the software so you can directly add the prospect to your contact database. Aside from that, you are also able to link other data including:

Calendar events
Buyers list communications
Real estate documents, and
Social media profiles

All of these items can be tracked in each client’s profile pretty much automatically. The program is fairly easy to use. You can even manage them yourself or outsource it to your VA.

Stay ahead of tasks and gain client goodwill

Stick to your goals and conquer every milestone using the project management features. You are able to set reminders, automate emails and track appointment requests – every part of the transaction can be done with Insightly so you can deliver superior client service.

Access client and broker data on the go

Real estate investors, brokers and agents alike spend more time on the road searching for houses, meeting with clients or getting houses ready to sell or rent. Insightly is available through an app so you sync your data and access it on the go.

And this is cool…

You can eliminate the need to manually type in notes because with Insightly’s new business card scanning and audio note feature, you are able to upload business cards or record notes and the software transcribes it for you before uploading it to the database.

Insightly has a slew of notable features, check those out on their website.

Let’s Talk Price

Insighly gives you 4 pricing tiers to choose from: Free, Plus, Professional and Enterprise.

Obviously, the free plan gives you limited access to its extensive features. Only 2 users are able to join and you don’t get the MailChimp integration or Google contact and calendar sync. If you want to experience all the features without the commitment, you can sign up for their 14-day free trial.

Other tiers start at $29 and go up to $129.

For everything that Insightly offers, it may just what you need to stay organized and word efficiently.

Give Us Insight

Do you use Insightly? Tell us what you like about it below.`

Organize Your Work - Having a ton of leads is great. Letting some slip through the cracks due to poor organization is bad.

Learn about Your Customer - When you find a new lead, learn everything you can about them. Search the internet. Talk to neighbors. The more they see you care about them, the more they will care about you – and want to work with you.

Make Your Data Mobile - You never know who you will run into when you’re out and about. Could be a motivated seller, an investor or someone else who can help your business. Have your data close by at all times. Use a cloud or mobile app.