Real estate agents don't spend most of their time at a desk. They are on site visits, client meetings, phone calls, and travelling between projects throughout the day. When your CRM is only accessible on an office computer, it slows down updates, notes are missed, and leads are lost. A real estate CRM mobile app resolves this by having all the leads and sales on the mobile device of every agent. Let's see why your team should need one.
1. Real-time lead updates.
When agents come to the site or call, they will typically jot down notes once they are at the office, and once they have come to the end of the day, the information may be gone. They can make notes with a mobile app, update the status of the lead, and set the next follow-up right away. Your records remain up to date, and managers always get the most up-to-date picture.
2. Answer New Inquiries Promptly
Several agents are asked at once, and the quicker the response, the better. Mobile notifications: Agents are notified as soon as a new lead comes in via Facebook, WhatsApp, or your website, enabling them to reply within minutes rather than hours, even if they're not in the office.
Don’t miss follow-up tasks.
Call, Meeting and Site Visit reminders will be displayed on the agent's phone. This can be particularly beneficial for property deals that typically require multiple discussions prior to deciding. One of the easiest ways to improve conversion rates is consistent follow-up.
3. Customer Details Access Anywhere!
An agent can easily review a buyer's budget, their location preferences, past communications, and all properties they have been discussing before a meeting. Preparing for a meeting will make a stronger impression and prevent the customer from having to repeat information.
4. Share Property Information on the Spot
Information regarding the price, payment terms, brochures, and location can be provided to buyers during a walkthrough or phone call. With this knowledge on hand, agents can answer questions with assurance and keep the conversation going.
5. Ensure Accountability and Visibility
Managers can keep track of site visits scheduled, calls made and deals moving forward without having to follow-up on people for updates. This gives a team a common understanding of progress and facilitates coaching.
6. Minimize Paperwork and Double Entry
Numerous teams make notes on paper or send updates via chat groups and then re-enter all of that information at a later time. A mobile CRM eliminates this additional step, which saves time and limits errors.
When searching for a mobile CRM app, you should consider the following features.
Not all apps are of the same value. Before you select one, you need to make sure that it:
- Is designed with a real estate workflow in mind.
- Clearly presents leads, follow-ups, and tasks on a small screen
- Provides timely notifications of new inquiries and reminders
- Works smoothly with your existing channels, such as WhatsApp and Facebook
- Safeguards data appropriately for access by appropriate users
- Does not take a long time for every agent to get up and running with it.
An app that is difficult to use or slow will not be used – ease of use is as important as features.
Have your team actually use it.
The best app can do no good if agents do not use it on a day-to-day basis. Make sure to train agents briefly, utilize the mobile nature of the updates, and demonstrate to the agents how they save time, not work. If everyone in the team is keeping the CRM up to date, then the information will become reliable.
Conclusion
A mobile CRM software application helps your agents to stay in touch with their leads, no matter where they go, enabling them to respond faster, follow up on leads regularly, and maintain accurate records. That can spell additional site visits and additional closed deals for the property business. See for yourself how a property-centric CRM and mobile app can benefit your team by scheduling a demo with SHE Technologies and experiencing Ladder CRM.
FAQs
1. What is a mobile real estate CRM app?
It's a mobile application for agents to handle leads, follow-ups, notes, and tasks, anywhere, linked to the main CRM system.
2. Why do real estate agents need a mobile CRM?
The agents are mainly in the field, meaning they can make updates to the records, answer questions, and view customer information without having to head back to the office.
3. Is it possible for a mobile CRM to remind agents about follow-ups and site visits?
Yes. Most apps notify agents of appointments, meetings, and visits that have been scheduled, thereby preventing missed follow-ups.
4. Is information secure on a mobile CRM app?
It can be if the provider has user access control and secure storage. When selecting an app, make sure to check how the information is secured.
5. Does SHE Technologies have a real estate mobile application?
Yes. Alongside Ladder CRM, SHE Technologies provides the Ladder Mobile App to help teams keep a handle on property leads and sales while they're on the move.
