CRM for a real estate agency
The real estate market means constant movement, dozens of calls, meetings, and clients waiting for a quick response. At this pace, it's easy to get lost among contacts, notes, and endless files. That's why it's important to choose the right CRM for real estate agencies and realtors. It is a working tool that takes over the routine, leaving more time to communicate with clients and close deals.
Benefits of using a CRM system for realtors and real estate agencies
Every minute spent searching for correspondence or clarifying transaction details is a potentially dissatisfied customer. Therefore, the Odoo CRM system for real estate is considered the main tool for agencies and realtors who want to work quickly and accurately. The benefits of using the software include:
- Sales funnels for real estate, buyers, or investors.
- View calls, emails, and messages in Viber and Telegram to keep your contacts in touch.
- Record the results of discussions while they are fresh in your mind and view information about the property through the mobile app.
Odoo CRM facilitates convenient access to data, a clear structure of communications, and the ability to respond in a timely manner. For a realtor, this means less chaos and more results. For an agency, it means stable growth and transparent teamwork.
What opportunities does Odoo CRM provide for a real estate agency?
- Manage orders and rentals. In Odoo CRM, all transactions are collected in one table:
- You can add payments to each order, attach contracts, and leave notes;
- You can customize your own statuses for different types of transactions.
- A mobile application for working on site. Realtors can create new deals or edit existing ones during a meeting or on the go.
- Planner and work schedule. CRM for real estate agents allows you to manage team tasks and organize the workflow in real time. Create a work schedule to see the level of workload of each employee and effectively distribute tasks.
- Financial control. The CRM for a realtor allows you to create an unlimited number of cash desks for different branches and types of payments to track the movement of funds in each direction:
- Integration with the Checkbox cash register allows you to automatically fiscalize payments;
- Analyze financial flows using the cash flow statement, as well as evaluate the company's profitability for each order and sale.
- Analysis of advertising campaigns. Marketing reports in Odoo provide in-depth analytics on all advertising activities of your agency.
How do you implement and configure a CRM system for real estate?
Implementing Odoo CRM is a gradual, thoughtful work to ensure that your business runs smoothly and smoothly. For the system to start functioning immediately, it is important to go through each stage without haste
Consultation and offer. Before starting work, we analyze your business and find out your needs. At this stage, you receive:
- a clear vision of what real estate CRM features should cover your business objectives;
- a preliminary version of the system that will suit your needs;
- answers to all your questions.
Consultation and offer. Before starting work, we analyze your business and find out your needs. At this stage, you receive:
- a clear vision of what real estate CRM features should cover your business objectives;
- a preliminary version of the system that will suit your needs;
- answers to all your questions.
Pre-project analysis. We learn how the team works, how requests are processed, and how the customer base is maintained. The result of this stage is:
- a list of requirements for the system, broken down into stages, so that everything is implemented gradually and logically.
- a technical task that will form the basis for customizing the program;
- business process diagram in BPMN format;
CRM implementation and training. We customize the program according to the terms of reference and adapt it to your team. You get:
- CRM for realtors customized for your business;
- access to the test version to check how everything works;
- training for the team.
Technical support and maintenance. The system is a tool that needs to be maintained. We stay by your side to:
- respond quickly to errors or technical issues;
- consult if there is a need to change or add something;
- support features that are already working so that they do not fail.
Each stage is a crucial step in making CRM not just a program, but a part of daily work. It helps to grow your business, not slow it down.
Want to try Odoo and learn more?
Frequently asked questions
How to solve routine tasks of a realtor with the help of CRM for a real estate agency?
CRM for real estate agencies and realtors is a convenient way to organize the daily work of a specialist. Instead of endless spreadsheets, you get a convenient platform that works for you. Odoo CRM helps you to see the bigger picture: analytics, reports, control of key indicators. This allows you to manage processes and improve service.
What features should a CRM system for realtors have?
The program should store customer contacts, information about objects, and the history of interactions. Automatic notifications, document generation, reports, and analytics help not only to keep processes under control but also to see what works and what doesn't.
Who benefits: ordinary realtors or the manager?
The manager gets a clear picture of who is doing what, how the deals are progressing, and where support is needed. For realtors, the software saves time. Routine tasks are completed faster, documents are generated automatically, and reminders work without fail.
