10 Features you Need to Look Out for in CRM Software before Onboarding 

MindK research says that more than 32% of real estate businesses are unsure about the CRM software they are currently using. To not be one of these businesses, you need to look for these features in your CRM software and understand which ones would work best for you.  

1. Workflow automation 

Most CRM software providers also provide automation options. When potential tenants fill out forms on your website or raise a query, this software can send automated replies to quicken responses. This software also keeps logs for these inquiries and calls to understand the performance of the company. It also helps report all work to management and helps them manage better. Follow-ups with clients or sending reminders can also be automated because they are repetitive tasks that can be pre-programmed into the system. 

2. Customer service 

Many CRM software providers also have AI-based chatbots to send quick responses to customers. They create unique reference number for all clients, tracks queries, sends reminders if not resolved, and automatically tracks all points of contact.  

3. Third-party integration plans 

A third-party integration plan for your CRM software is the best way to let it co-exist with your other property management software. At Assetsoft, we can help you seamlessly integrate multiple CRM software solutions like Zoho, Office 365, and Salesforce. No matter what your need, we can help customize multiple features based on your demand. A third-party integrator like will never lose any data during integration or stop your work when a new system is installed.  

4. Employee work and performance tracking 

In a real estate business, employees and agents are always on the move to interact with clients and make sales. It is physically impossible to track them individually. Ensure that your CRM software has an employee performance, sales, and work tracking feature to help you make a better assessment.  

5. Built-in social media handling features 

Having this feature customized and integrated into your software will ease the life of your marketing team. It will help you draw useful insights about customer needs and rethink your strategies accordingly. Sending our marketing emails, push notifications, and you can even track when they are talking about your brand on social media platforms.  

6. Lead generation and management 

The right technology selection with CRM software can help you convert stored contacts into effective leads. It will help keep track of these leads and take actions to convert them into sales. Your CRM software must provide this feature to help you stay ahead of the competition in the real estate business. 

7. Real-time data generation 

Any CRM software dashboard can be remotely accessed so it can be updated with data in real-time. This makes it easy for all agents and property managers to keep track of their real estate inventory from any location. Be it sales information or vacant properties; everything can be updated immediately to avoid any roadblocks.  

8. Sales forecasting plans 

MindK data says that sales increase by 29% for real estate businesses after a proper CRM software integration and sales accuracy by 42%. This, in turn, helps your company properly handle your budgeting and forecasting for upcoming days. It also tracks data from current clients in the pipeline to increase sales forecasting accuracy. 

9. Email integration 

Keeping in touch with leads and potential customers is one of the best ways to drive up sales. So make sure your CRM software provides this feature of email integration to help you keep track of your work emails through the same dashboard.  

As per Oberlo market research, they say that on average more than 49% of humans would love to receive emails from their favorite brands. So make sure to keep sending offers and marketing emails to potential customers you have developed relations with.  

10. Proposal and contract management 

Contract and proposal management features can be customized and integrated into CRM software. In any real estate business, there is a lot of to and fro when a deal goes through. A lot can happen with this software, from negotiating with clients to filling up customer detail forms and drawing up contracts.