Top 7 Features to Consider When Choosing a Real Estate CRM in 2023

1. Calling and Texting

The ability to call and text leads and clients within your CRM is the most essential feature to consider. You want to make sure that the CRM you select allows you to assign a local number, record calls for later review, and has clear billing and usage limits for both calls and texts. Before committing to a CRM, ask sales reps about their calling and texting capabilities, including how calls and texts are made, whether you can use your own number or a local number will be assigned to you, and how calls are tracked and recorded.

2. Drip Campaigns

Drip campaigns are automated sequences of emails or messages sent to leads or clients over a specific period. You want to ensure that your CRM allows you to customize the content, add video or YouTube links, and time communications according to your follow-up goals. When evaluating drip campaigns, ask about the types of communications that can be sent, what other features the drip campaigns allow beyond communication (e.g., task assignment), how video or YouTube integrates with the campaigns, and what options are available to trigger a drip campaign.

3. Automations

Automations can help save time by automating repetitive tasks such as lead assignment, data entry, or follow-up reminders. Look for a CRM that offers flexible automation options, such as conditional triggers or the ability to set custom workflows. Beyond automated communication in drip campaigns, ask about what other automation features your CRM offers.

4. API

API or Application Programming Interface allows a CRM to connect with other API-powered software. If you work with a lot of lead sources, this is an essential feature to consider. You want to ensure that the CRM you select has a robust and well-documented API to allow for easy integration with other tools. Before committing to a CRM, ask where to find the API key within the CRM and whether the provider has direct integration options with other software or lead sources.

5. Technical Support and Training

The availability of technical support and training is a crucial feature to consider when selecting a CRM. Ensure that the CRM provider offers timely and helpful support, whether via chat, phone, or email. Additionally, evaluate the availability of training resources, such as user guides, videos, webinars, or in-person training. Look for a provider that offers hands-on support to guide you through the transition to a new CRM.

6. Mobile App

Real estate agents are often on the go, so having a CRM with a mobile app is a must. Evaluate the app's features, such as the ability to make calls and send texts, access your database, view your calendar, and assign tasks. Additionally, consider whether the app is available for both iOS and Android devices.

7. Pricing

Lastly, pricing is a crucial element to consider when selecting a CRM. While the features and capabilities of a CRM are essential, it's also important to evaluate the costs associated with the CRM. Ensure that the pricing model aligns with your budget and that you're not paying for features you don't need. Consider whether the CRM offers a free trial or demo period to test the software before committing.

Our #1 CRM Pick for 2023?

After evaluating numerous CRMs, we're proud to recommend Follow Up Boss as our #1 pick for the Agent Launch community. Looking at all elements we’ve described today, and then some, Follow Up Boss is an excellent choice whether you are a new agent or need to finally consolidate your 4 existing CRMs from the last 10 years. It’s extremely user friendly, has great call quality, excellent reporting and their support is truly the best in the industry now. Their training is very well thought out and you can tell this company develops with their Agent’s success in mind. If you want to try it out. you can get 14 days completely free! Sign up for Follow Up Boss here.