What’s the Best Real Estate CRM


A CRM is one of the most important decisions a REALTOR can make because it literally runs your entire business in terms of managing all your contacts, marketing, follow up, lead conversion and more.  The problem is there are so many CRMs to choose from, choosing the one that will run your business can be a pretty daunting task.

To kick off RETI’s CRM Smackdown Webinar Series, Amy Smythe-Harris, managing broker of a virtual real estate company, 20+ year veteran of the industry and user of many CRM systems is here to help as she will give you several tips to help YOU Pick the Perfect CRM for yourself, team or company.

Watch the How to Pick the Perfect CRM Webinar Now!

RETI's Real Estate CRM Reviews

Real Estate CRM Smackdown Webinar Series – Realty Juggler


A CRM is one of the most important decisions a REALTOR can make because it literally runs your entire business in terms of managing all your contacts, marketing, follow up, lead conversion and more.

In this session, Quin Leach of Realty Juggler will join us to discuss how his system is great for all REALTORS.

And be on the look out as all month long during April, the RETI team will be breaking down some of the best systems in our CRM Smackdown!

Wednesday, April 18th @ 3 PM EST
Special Guest:  Quin Leach of Realty Juggler
Instructor:  Juanita McDowell

Click here to Register for this FREE Webinar Now!

Real Estate CRM Smackdown Webinar Series – Wise Agent


A CRM is one of the most important decisions a REALTOR can make because it literally runs your entire business in terms of managing all your contacts, marketing, follow up, lead conversion and more.

In this session, Brandon Wise the CEO of Wise Agent will join us to discuss how his system is great for all REALTORS.

And be on the look out as all month long during April, the RETI team will be breaking down some of the best systems in our CRM Smackdown!

Wednesday, April 11th @ 3 PM EST
Special Guest:  Brandon Wise of Wise Agent
Instructor:  Craig Grant

Click here to Register for this FREE Webinar Now!

How to Pick the Perfect Real Estate CRM System RETI Webinar


A CRM is one of the most important decisions a REALTOR can make because it literally runs your entire business in terms of managing all your contacts, marketing, follow up, lead conversion and more.  The problem is there are so many CRMs to choose from, choosing the one that will run your business can be a pretty daunting task.  Well RETI’s Amy Smythe-Harris, managing broker of a virtual real estate company, 20+ year veteran of the industry and user of many CRM systems is here to help as she will give you several tips to help YOU Pick the Perfect CRM for yourself, team or company.

And be on the look out as all month long during April, the RETI team will be breaking down some of the best systems in our CRM Smackdown!

Wednesday, April 4th @ 3 PM EST
Instructor: Amy Smythe-Harris

Click here to Register for this Webinar Now!

Why Every REALTOR Needs a CRM w Contactually CEO Zvi Band


A CRM is an essential part of a REALTORS business as it allows you to organize all your contacts, track leads, communications, follow up and more. In this session Amy Smythe-Harris discusses this & more with Zvi Band CEO of Contactually

Instructor:  Amy Smythe-Harris
Special Guest Contactually CEO Zvi Band

Wednesday, March 29th @ 3 PM EST

Click here to register for this webinar

 

Google – How to Run Your Real Estate Business on Google


Welcome to the World of Google, Where You Can Learn to Run Your Entire Real Estate Business for just a few $$ a month including Google Apps for Business, Drive, Vault, YouTube, Picasa, Photos, Maps, Docs, Sheets, Forms, Presentations, Drawing & Much More!

Intro to Google

Google Apps for Work / G Suite

Google Docs (Office)

GMail, Calendars & Hangouts

Chrome Browser & Google Search Engine

Hardware, Software & Apps

Photo, Video & YouTube

Other Google Tools

Top 10 Things to look for in Choosing a Real Estate CRM


1. How much are you willing to spend?- What is the initial cost of the CRM? How many “seats” or users do you get with your account? Do you have to pay for additional seats? How much is monthly charge? What are the contract terms? Is their an early termination if I choose not to use your CRM anymore?

I see agents blow a ton in monthly fees for a CRM that they never use.

2.  Why does your business need a CRM software? Are leads not getting proper follow-up? You feel stagnant in your business?  Lack of organization with your daily tasks for clients? I tend to forgot about past clients? I feel overwhelmed with doing everything in real estate but don’t have enough production to warrant an assistant? I think my sphere of influence forgets about me being a real estate agent! I don’t know but I was told by my trainer to get one!

If you nodded your head after reading the above questions, then it’s time to choose the right CRM.

3. What features do you want from a CRM? – Do I need daily task management on files? I want a shareable calendar to my team? I just need drip email campaigns. Is there something you absolutely love in your current CRM that you want in this one? Do you want to be able to “group” prospects? Do you want email reminders to the clients during the transaction?

4. What goal do you want to accomplish with a CRM? – Is it to handle leads? Prospect to past clients and sphere of influence already in another database? Drip email campaigns? Specific email timeline campaigns to clients? Track & reminder to reach out to future prospects that are necessarily a lead? Track where business comes from? I need better efficiency because I feel like I am losing business?

Once your determine what the goal you need from the CRM after you realize why does your business need a CRM, it will quickly help you narrow down the CRM choices available for you.

5. How many people will be using the CRM in your business?- Is the CRM system designed for teams or individuals only? Can I separate out tasks to other team members and check that they have done them? How adaptable is your team to learning new system?

6. Ease of use-  Will your team be able to adapt into their work flow? Visually do you like the product? Is it intuitive to you or your team/assistants?  The best CRM is the one you will USE!!!!

Many agents are visual and also don’t have time for a long learning curve on a new system, so this is imperative that you chose one that makes sense to you.

7. Cloud Based / Mobile Access-   To me this is must as a mobile agent out on the road with clients. You want to be able to access your CRM from a mobile device and know that whatever you put into the CRM from your computer, you will be able to see on all devices. Also, double check if the CRM app is compatible with the devices you use in real estate.

8. Customizable – will it grow with you? You may be looking at the CRM for your current individual status as a lone real estate agent, but if you decide to add a buyer’s agent, listing agent, assistant or build a team, will the CRM you chose be compatible with those type of business structures. Don’t think short term but think long term when choosing your CRM. Also, does the vendor listen to your feedback? How long do they take to implement changes?

9. 3rd party integration – If you are using Constant Contact or Mail Chimp already, does the CRM integrate with those programs? What other 3 party integration is available for the CRM even if you have not implemented yet? Maybe you use gmail and need to see if integrates with their platform? Or IFTTT or Zapier? Check into what you are currently using for 3rd parties, but also check out for future reference what other programs integrate with the CRM you chose. Can you import contacts from your phone into the CRM?

10. Take advantage of trial periods    Most CRM’s offer some kind of trial period. The problem with us in real estate is we get side tracked with putting out fires with clients and never take time to play with the CRM during the trial period.  A lot of the CRM’s will ask for a Credit card, knowing most of the time as agents we forget about it and then we will get charged a monthly fee on a product we are not using. I spent 4 months researching various CRM’s before deciding on the one I choose. I willingly spent the monthly fees because I wanted to take time to use it in various aspects of my real estate and speaking business. Some CRM’s will extend the trial period time if they see you have been logged in and using the system or you are asking for help, so make sure to ask.