How Will CRM Implementation Help Real Estate Business?

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Your customer data is undoubtedly the most vital piece of information for your company. A CRM lets you collect and store this data automatically, thus giving you a unified and complete analysis of all user data. It is essentially a centralized platform that lets you consolidate customer information from multiple sources into a single database for faster access and analysis.

What is CRM Integration?

Customer Relationship Management or CRM is a technology that lets you manage customer engagement throughout their life cycle. Integration with CRM means connecting your CRM to other applications so that data can flow to, from, or between different systems. It can be as simple as integrating CRM with your company website or you can integrate third-party apps into your CRM.

This gives you the right data at the right time and can automate workflows and key processes across applications, including social media, lead generation calendars, and e-commerce systems. CRM users can get a 360-degree view of the customer journey, reducing the time to compile and evaluate customer data from multiple systems.

Advantages of Real Estate CRM Integration:

Integration platforms usually have pre-built connectors for the most common applications which complement CRM systems. With these applications, your marketing and sales teams can integrate data faster and more efficiently. With CRM integration services, you can improve your business, save time, and focus on a better customer experience.

Here are some advantages of integrating CRM software for real estate businesses.

Business Optimization:

As more and more organizations worldwide begin to reply on a multi-channel approach to their marketing and communication strategy, there is an increasing demand for digital systems to track and manage leads. By integrating with CRM, you can reap the benefits of improved data analysis and a better understanding of your data, leading to growth in your business processes.

Save Time, Money, and Energy:

With CRM system integration, you can save time and energy wasted on manual processes. It can help process inquiries from sources and direct them to a team member’s activities without human intervention.

Efficient and Structured:

CRM integration can help automate manual business processes, such as data entry automation, auto-logging phone calls, and email interactions. For example, if a form is submitted on your website, it can be automatically logged in to the CRM system. This improves efficiency across teams and reduces the time to track requests and upload them to the CRM. You can similarly structure workflows, such as approval workflows, where agents only need to input essential information to get the approval process started.

Increased Productivity:

Real estate salespeople are constantly engaged in office and administrative duties, they don’t always get the option to manage entries in the CRM system. With CRM software integration, you can use your CRM application on portable devices and even store data on the cloud, giving everyone on-the-go access to your CRM.

Better Customer Experience:

When you use CRM integrations, you can collate data from multiple sources which can help you track your customer’s journey throughout their lifecycle. It lets you track all activities, including calls, emails, meetings, etc. in one place so that appropriate resources can access and respond to inquiries or follow-ups. You can even set up integrations in a way that your customers can directly connect with your team through the CRM, thus unifying communication channels.

Powerful Integration for Real Estate Businesses

Some of the best real estate CRM tools are powered by integration features that enhance your customer engagement and help manage your sales pipeline. Here are some key integrations you can consider for your real estate business.

Property Portal Integrations:

The real estate business is linked with multiple property portals. If your CRM is integrated with these portals, you can accumulate customer data faster. It helps leads flow automatically into your account, allowing you to target customers based on their search preferences.

Lead Capture Integrations:

With the ever-expanding digital space, customer leads can come in from multiple sources like social media, ads campaigns, web forms, and even web chat. For example, you can automate the follow-up messages customers get via email or SMS for a new property inquiry. This communication can be further tailored based on queries such as site visit requests or property quotes.

ERP Integrations:

Your ERP stores your account and finance data while the CRM stores sales and marketing data. Combining the two can improve interactions between the front and back offices and allow faster data sharing. All your data about potential and existing customers will be compiled in the same place, thus giving agents all the essential information for building customer relationships.

Mixpanel & Other Reporting Integrations:

In the real estate sector, it’s necessary to keep a constant eye on lead behavior after it enters the sales pipeline. With a reporting application, you can track each lead and record its behavior in the sales funnel. This gives a condensed version of leads that can help your sales team filter mature and warm leads and form strategies for the cold leads.

Payment Gateways:

When payment gateways are integrated into your CRM, it allows customers to make payments for booking amounts instantly.

Google Calendar, Zoom, Microsoft Teams:

Google, Zoom, and Teams are among the top scheduling and virtual conferencing applications. When you integrate your CRM with such applications, it allows you to synchronize your contacts, meetings, and tasks without compromising on other schedules you already have in place. Another factor with such integrations is the ease of sending messages to contacts directly from the CRM.

Telephony Integrations:

Real estate requires constant two-way communication between sales and customers regularly along their journey. WIth telephony integration systems like Twilio and m-cube, your agents can give better suggestions to prospects over the call since the CRM system efficiently captures customer background and information.

Live Chat Integrations:

Chatbots are a great way to get more data on buyer intent. When you have integrated chatbots into your CRM, you can get all customer communication data within the app. This lets you automate data entry, get faster access to accurate data, and enhance the user experience since it stores all customer inquiries in the same place.


CRM integration leverages your existing systems and applications, so you don’t need to double down on efforts or duplicate your current projects. If you’re looking for the best CRM for real estate, head over to Sell.Do to take your business to the next level. Sell.Do’s CRM software offers robust integration features to help you market exceptionally with the help of various marketing channels and integrations to boost your real estate business practices.

I have 22 Year experience in website development, blogging, Seo, Link building. Digital Mareting Expert Certified By Hubspot Academy. Social Media Marketing Expert Certifed by Hubspot Academy. Google Adword Certifed Expert.

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