KG CRM Solutions

Real Estate CRM Software

Real estate crm

What is a real estate CRM Software?

Zoho CRM is a real estate CRM software that helps construction. It helps real estate business with more productivity, sales, and efficiency. With 40+ products, it helps in collaboration, marketing and includes features like email marketing, document storage, private chats integration, lead scoring, etc. This software makes it easier for real estate and construction companies. It helps to have a better customer relationship and integrates with many popular applications like Outlook, MailChimp, etc.

Zoho Real Estate CRM Features A proper understanding of the customer’s perspective while dealing with property-related matters has encouraged the CRM software companies to create numerous customized products. This has helped to achieve faster results as compared to the traditional pen and paper-based methods & used for third party integrations.

Campaign Management, Contact Management, Email Marketing, Interaction Tracking, Lead Management, Referral Tracking, Segmentation

Real estate CRM software is a system that caters to the multiple requirements of real estate agents and real estate firms. From managing incoming requests to preparing price quotes, to selling a property, the real estate CRM system takes care of the end-to-end process management for real estate agencies. With dynamic capabilities on both desktop and mobile, you’ll have more time to concentrate on every deal on hand and grow your business.

Zoho CRM is basically a one-stop-shop for your business needs. I use it in my office every day, and we can customize different modules based on the growing needs and demands of our company. Additional pros: Super simple to use. You can create buttons that do all the work for you (for example sending auto-emails).

Benefits of Real Estate CRM Software:

Loaded with a plethora of facilities and tools, the property management software has a myriad of benefits. They reduce time by helping analyze and list out the possible contacts who can be transformed into commercial partners or probable customers for the company. Moreover, they also help in reducing wastage of time and resources as one does not need prior technical knowledge to operate the software;

1. User-Friendly Interface:

Various software comes with a user-friendly interface to help anyone, and everyone has a good experience of the CRM software. With the pre-built designs, templates, etc. one has to click a few times and bingo, the work is done.

2. Accessibility:

Accessibility is a critical feature that helps an individual to track the progress of a project at any time from anywhere. Many Real estate Client Management Software also support mobile devices which help by offering better access to the company’s ongoing or upcoming projects.

3. Helps in Climbing to the top:

The CRM software comes with numerous marketing tools which can be used to understand the customer orientation and behavior as well as the company’s rankings as compared to others. One can use the facilities and tools to create smart emails, newsletters, and teasers which also serve as a visual luring factor for the public.

4. Automate Pre-sale and post-sale activities:

Nowadays the Real estate sales software also come with facilities for setting up customer interaction details, booking or scheduling appointments, or store information. This helps in cutting down the need for extra human resources while simultaneously increasing the company or agency’s productivity.

5. Faster Transactions:

If a business does not have robust process management and payment collection, then customers might not be interested in moving ahead further. The Real estate Client Management Software is coupled with good management and payment collection facilities which helps in completing the process within a short period of time.

How to Choose a Real estate CRM Software: 

  1. Compatibility  With Other Tools: The best real estate CRM software complies with almost all the other tools you may be using previously with a blink of an eye. This helps you to remain worry-free about going through the same hard work again of installing extra marketing tools. Moreover, you can rest assured and instead focus on providing customer-specific solutions to your customers.
  2. Robust Automation Features: Automation helps you in completing half of the tedious works as scheduling appointments, updating the daily calendar, and more. You are thereby reducing the wastage of time as well as other resources.
  3. Instant customer Support: Another essential thing which is needed in a good real estate management software is reliable and immediate customer support. This helps by enhancing customers’ trust in the company as solutions to issues are delivered instantly.
  4. Security: As your CRM software houses very confidential as well as private information, securing them is the most important process to ensure good operational activities. Many real estate CRM software come with two-factor authentication controls which are activated whenever there is an attempt to sign in. Hence, this acts by providing a more secure layer over the existing safety protocols.
  5. Offline Support: With the increase in demand for offline support in CRM software, various companies have started allowing users to make changes to the existing data when offline. The offline support in the best CRM for real estate automatically updates the changed data in the CRM for streamlining operational processes.

Read Also: Working with Navigational URLs

Building a Real Estate Business

Zoho Developer Console allows developers to transform your CRM into an industry-specific CRM solution. A real estate CRM needs to manage comprehensive and comparative details about properties, offer ease in handling Buyer and Client data and provide the convenience of effortlessly pulling out information correlated to one or more module(s). Integration with another real estate specific third party application(s) further enhances the usability of a real estate CRM. Property Pro is a real estate CRM that embodies all these features and much more, thereby giving customers a competitive market advantage.

Set up a CRM Applications:

How to create a setup for new applications:

  1. Log in to your Zoho Developer account and click CRM for Verticals.
  2. In the Vertical CRM page, click Create App.
  3. In the New CRM for Verticals page, input the name of your application, appropriate to the industry, for e.g. “Property Pro” and your URL as “”.
    Note: Your URL can be mapped to your custom domain later when you are branding your application.
  4. Select Realestate from the Select Category dropdown.
    The category denotes the industry (Automobile, Insurance, Health care, etc.) for which your application is being developed
  5. The modules Leads, Contacts, Potentials, Documents, Reports, Activities, Forecasts and Social alone should be selected. Uncheck the rest of the modules.
  6. Provide a Short Description of your application.
  7. Click Create. A new application is created.
Rename the preset Modules:

The preset modules can be renamed to suit the real estate.

  1. Click Modules in the left pane.
  2. Hover over the module which you want to rename and click ‘Rename’ as shown below:
  3. Provide the module name in entering the Module Name dialog box,
  4. How to create a Custom Module
  5. Click Modules in the left pane.
  6. In the Modules page, click Create New Module.
  7. To enter the module name details, click on the edit symbol
  8. Click the Save Layout.
  9. Select the profile “Administrator”. Users in the selected profile(s) will have access to the custom module.
Now we can add the New fields according to your requirements
  1. Click Modules in the left pane.
  2. In the List of Modules page, click the Properties module.
  3. In order to add fields into sections, drag and drop the New Section into the layout and rename it. Subsequently, add the fields.