top of page

Factors to Consider When Choosing a CRM

Don’t know exactly what you want from a customer relationship management tool? Ask these questions to identify which options will address your true needs.

Is it compatible with other tools you’re already using?

Focus particularly on a CRM that will be compatible with your lead generation tools. Talk to your top three sources of leads and find out which CRM integrates most naturally with their system, so you won’t have to enter [customer] information manually.

Does it have robust automation features?

A CRM’s capacity to set up and automate routine correspondence and marketing campaigns is probably most important for real estate professionals. Create automated communication plans for a range of business opportunities, such as buyer and seller leads, new listings, valuation requests, buyers under contract, and follow-up with clients.

Does the company behind the CRM have staying power?

Newer companies may be creating CRMs with more state-of-the-art features, but if they haven’t established longevity in the market, you could be stuck looking for another CRM if they go out of business.

Do you want your CRM to focus on sales or relationships?

When you launch your CRM, what kind of information first pops up? If it’s a sales funnel and weighted opportunity figures, then it’s a sales-focused CRM, and that purports to be its primary value. If it first presents you with contact records, then it’s more people focused.

Does the CRM provider offer sufficient customer support?

It’s important to know that if you run into problems using your CRM, you’ll get adequate assistance.

March 22, 2023.National Association of REALTORS®.7 Factors to Consider When Choosing a CRM.

Talk to a knowledgeable Transaction Coordinator today!

For your Transaction Coordination needs, Reach us via:


Call us: 407-801-2634

Check out our website:


Featured Posts
Recent Posts
Search By Tags
Follow Us
  • Facebook Basic Square
  • Twitter Basic Square
  • Google+ Basic Square
bottom of page