5 Ways Real Estate Agents Can Benefit From Automation

Real estate agents today are facing more challenges than ever before. With rising interest rates, a downturn in the market and the ever-increasing expectations of clients, it can be difficult for agents to keep up with everything that needs to be done.

This is where automation in a real estate CRM comes in and can help differentiate you from the competition.

A CRM (Customer Relationship Management) system is a software tool that enables real estate agents to manage their interactions with clients, leads, and other stakeholders in a centralized system.

The automation functionality in a real estate CRM allows agents to streamline their workflows, save time, and improve their overall efficiency. Here are 5 ways real estate agents can benefit from automation and some bonus resources where you can try our automations for yourself!

1. Automate tedious tasks and answer enquiries 24/7

One of the most significant benefits of automation in a real estate CRM is the ability to automate repetitive and tedious tasks. For instance, sending out follow-up emails or reminders to clients, scheduling appointments, updating contact information, and managing documents can all be automated with a CRM.

By automating these tasks, real estate agents can focus on more high-value tasks, such as building relationships with clients or closing deals.

At Eagle Software, our out of the box automations can automatically respond to your enquiries, attach them to your existing listings and import them as prospects.  Learn more here.

2. Enhance client communication

Effective communication is key to building strong relationships with clients. Automation in a real estate CRM enables agents to personalize and schedule communication with clients. For example, automated drip campaigns can be set up to send targeted messages to clients at specific intervals.

This can help keep clients engaged, informed, and connected with their agent.

An example of this at Eagle Software is our automations that help you nurture your leads automatically.  Our action triggered email chains will warm your leads and keep your agency front of mind when it is time to sell.

See an example of this automation for yourself here.

3. Improve lead management

Lead generation is a critical aspect of the real estate business. However, managing leads can be time-consuming and overwhelming.

Automation in a real estate CRM can help agents manage leads more efficiently by automating lead capture, assigning leads to agents, and nurturing leads with targeted messages.

One of the ways we can help you is through our Price Reduction workflows.  For buyers, price reductions improve a deal's value.  You can increase property interest through automated emails that notify buyers about price reductions.  Experience this workflow for yourself here

4. Better data management

A real estate CRM system can help agents manage their data more efficiently. Automation can help agents keep their data up-to-date and organized.

For example, automated data entry can save time and reduce errors by automatically adding new contacts, properties, or transactions to the system. This can help agents access relevant information quickly, make informed decisions, and provide better service to clients.

We can help you manage your properties from prospect to settled. Our easy to use CRM helps you keep track of your properties across the full lifecycle; from prospecting, appraised, listed, under contract, sold, and let. Learn more here.

5. Boost productivity

Automation in a real estate CRM can help agents work smarter, not harder. By automating repetitive and time-consuming tasks, agents can focus on more productive work, such as building relationships with clients, showing properties, or negotiating deals.

This can help agents save time, reduce stress, and ultimately boost productivity. One of the ways we can help you boost productivity is through our Buyer Inspection automations. Streamline your sale inspections with auto-reminders, thanks for attending SMS and follow up emails.  Learn more about this automation and try it for yourself here.

In conclusion, real estate agents should use automation in their real estate CRM to streamline their workflows, save time, and improve their overall efficiency.

Automation can help agents automate tedious tasks, enhance client communication, better manage leads, improve data management, and boost productivity. By using automation in their real estate CRM, agents can provide better service to clients, close more deals, and grow their business. 

Interested in learning more, book a free demo today with the Eagle Team, we would love to help!

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