CRM for real estate businesses: 10 ways Bigin can help manage your sales process

What is a real estate CRM?  

A real estate CRM is customer relationship management software tool that acts as a central depot for storing and accessing contacts, managing leads, and tracking all communication. It's designed to make selling listings a smooth experience for both customers and real estate agents. 

A real estate agent's job is not limited to showing properties; it also includes important administrative work like answering phone calls and updating property lists, as well as performing market research and networking with potential clients.

You need a CRM that's capable of supporting all aspects of your business without burning through your budget. In other words, you need Bigin!

 Why is Bigin the ideal CRM for real estate businesses?  

Bigin's real estate template is tailor-made not only to simplify real estate agents' everyday activities, but also to boost the overall business.

The ready-made pipeline template depicts the stages a client goes through while buying a property. If you're a dual agent, our sub-pipelines will be useful. You can create two different sub-pipelines: one for handling the sale of properties that owners entrusted you with, and the other for helping clients find the perfect property.

Acquiring a new listing can be quite the task. You can customize a template to simplify this process. Similarly, you can customize pipelines to better suit your business.

Priced at$7 per user per month, Bigin is an affordable CRM packed with practical features. Its user-friendly interface and intuitiveness make it an ideal CRM even for novice users. 

How can a real estate CRM help your business? 

From keeping a comprehensive account of all your listings and contacts to expediting the procurement of necessary documents, Bigin is equipped to enhance every aspect of your business process. 

A single software tool capable of completely revamping your real estate business—hard to believe, right? Read on to learn how Bigin's customizable real estate CRM template can help you manage and land more sales.

#1 Bigin's modules: A storehouse for all client, property, and task-related information

The Clients and Companies modules hold all information related to individuals and companies who correspond with your business.This information ranges from basic contact details like their telephone number and email ID to detailed descriptions of their requirements.

The Properties module is a great way to compile the exhaustive catalogue of listings you manage. What good is a comprehensive database if you can't find the right information at the right time? Well, with Bigin's search and advanced filter options, you can quickly extract the record you want in a matter of seconds.

#2 Convert curious leads to contented buyers efficiently

The real estate industry is notorious for the amount of time and effort required for converting leads to buyers. According to Ruler Analytics, the average lead conversion rate in the real estate industry is only 2.4%. On the other hand, the majority of real estate agents spend up to $250/month on lead generation. The key to bridging the gap? Well, it's Bigin!

Keep track of prospective buyers and buying agents as they move through the process of acquiring their dream property. Bigin's pipeline view divides your entire business process in to user-friendly and easily navigable stages.The customizable pipeline cards hold the information you need to stay on top of each opportunity. 

For example, as you can see, Lisa is in the "New inquiry" stage of the pipeline, or what is widely known in the real estate industry as the "10 days of pain". By capitalizing on this time and reaching out to her via phone calls and messages, youcan increase the chances of converting her.

Using pipelines, you can see which stage of the buying process each lead is in and then take appropriate action in accordance with their stages and ensure that you're equipped to handle them when they move to the next stage.

#3 Streamline document collection, storage, and viewing

Yay! The negotiations are over and you've arrived at a price advantageous to the buyer and the seller (and you!). The next and the most crucial step involves collecting all the required documents. Bigin's File Cabinet add-on generates unique links that can be shared with relevant parties. Using the link, they can upload their documents directly into Bigin. You can access the documents by clicking on the contact's record.

# 4 Email communication made simple

Maintaining a good rapport with your potential and existing clients is crucial, and emails are a great way of reaching out to them. You can receive emails and send mass emails from within Bigin. For instance, you can select multiple leads in the evaluation stage and send them location-specific information about housing trends and the latest listings.

#5 Communicating over the phone has never been easier!

Phone calls help in forging a personal connection with your clients. They're a great way to exchange crucial information in a short period of time, and Bigin helps make this exchange smoother with its built-in telephony. You can make and receive calls without leaving Bigin. Bigin will automatically log the calls, along with the notes that you take down during the call.

#6 Give referrals and repeat clients the attention they deserve

82% of all real estate transactions come from repeat and referral businesses. Using tags, you can make sure that they're distinctly marked accordingly. This enables you to prioritize them and ensure they receive proper nurturing.

#7 Wherever you go, your CRM follows

As a real estate agent, you'll spend most of the time in the field. Bigin's mobile edition will make sure that you have access to all the relevant information about the property, the buyer, the seller, and your entire history of communication with them. Be equipped to handle every hiccup with Bigin.

#8 Automate follow-ups and repetitive tasks with workflows

Reduce human error, boost efficiency, and tighten your command over each deal with workflows! Set actions to be executed when a trigger satisfies a particular condition. For example, you can set up a workflow that regularly sendsout emails to clients about home maintenance and other property listings. The more you impress your existing clients, the higher the chances they'll bring in referrals! 

#9 Track your progress with dashboards

For people in the real estate business, time is money, and each call or email can be the difference between making or breaking a sale. It makes sense to record such an important metric, right? Well, don't worry—Bigin does it for you. Bigin's dashboards keep track of your communication metrics, including the number of calls made by each user.

You can also keep track of other key performance indicators like the revenue generated, open opportunities, and the number sales handles by each user. 

#10 Integrate with beneficial apps

You can integrate Bigin with apps that help manage every aspect of your business, from maintaining financial accounts to implementing marketing campaigns. Additionally, if you're a skilled coder, you can use our Developer Center to build powerful integrations with real estate listing providers like Zillow, Realtor, Magic Bricks, and so on. With Bigin, the possibilities are truly limitless!

If you are a real estate business and are looking for software that will assist you with running and growing your business, look no further! Sign up for a free trial now.