The digitization of your processes and SOPs is one of the best things you can do for your real estate business.

However, it’s one thing to have a CRM tool in place to keep track of your leads and customers in a single place. Creating an ecosystem of digital tools that run independently is a whole new level.

Streamlining processes means you can engage with prospects starting from your CRM to your different channels and warm up to a sale!

This post will discuss the different responsibilities that you, as real estate professionals, can automate using various CRM solutions.

Lead Generation

Finding hot leads is the foundation of every successful marketing campaign. The goal is to acquire as many emails as you can to warm up them even more for the eventual sales.

There are different ways you can acquire leads online. The first is by setting up opt-in boxes on your site. These typically ask for the name and email addresses of visitors. Upon signing up, they can expect to receive regular newsletters or, better yet, content upgrades relevant to their needs.

Regarding the latter, you’d ideally have to create exclusive content that subscribers can download for free upon joining your mailing list. However, content upgrades give more incentive to visitors to sign up because they’ll immediately receive something of value.

Another way to acquire leads is by embedding a chat widget on your website. The widget also doubles as a tool for improving your customer support. This gives you a direct line of communication with prospects so you can immediately reply to their queries about your services or anything related to real estate.

Finally, you can create interactive quizzes to engage your prospects. Similar to opt-in boxes, there’s an incentive for quiz-takers, whether it’s getting a free exclusive guide or finding out more about themselves concerning real estate.

The great thing when using these lead generation tactics is you can automatically funnel the contacts you acquired to your CRM tool. This way, you don’t have to manually list down each person who signs up to your opt-in forms or reaches out to you.

Proposal Management

Gone are the days when you had to draft your proposals one by one, send them to your prospects, and wait impatiently for their response.

This cumbersome process paved the way for proposal management tools to help you expedite the process. Your CRM software may have the option to select the recipients of a new proposal.

When building your proposals, choose from different templates and personalize each one of them to increase your chances of conversions.

You can then save a proposal as a template and use it next time to create an offer.

Some proposal software even offers for your prospects to type in their name and use it as their signature. From here, the online proposal can then redirect them to your preferred payment gateway to process the transaction and jumpstart the project.

As you can see, automating the process of creating and signing a proposal eliminates the need for repetitive manual work. This is especially helpful when you manage multiple clients simultaneously and want to give your undivided attention to every customer.

Text Messaging

The best way to update your list about the latest properties for sale is via text. Since most people have their phones on hand, a quick text message ought to do the trick as a way of alerting them.

For example, if the apartment for sale now contains amenities that weren’t there before, you can let the prospects know through SMS.

Usually, you’d send an email from your phone to all your contacts. You’d craft the message at that very moment before hitting the Send button.

To make the process much easier, you can use an SMS marketing software that is integrated with your CRM software. This way, you can filter the most relevant contacts from your CRM tool and schedule SMS messages to be sent out to them.

However, this approach to SMS marketing is getting less and less effective. Fewer people have been engaging with realtors over the phone from the messages they’ve been receiving.

This doesn’t mean you shouldn’t text your prospects. It’s a matter of getting creative with how you automate text messaging as part of your strategy.

For example, instead of messaging prospects yourself, give them a reason to initiate the text conversation first. You can put up a sign on a property you’re selling with the SMS keyword and the number they’ll send it to. In doing so, they’ll receive updates about that specific property they inquired about.

For this particular campaign, you can schedule your text messages in advance for people who texted you the keyword. Space out the messages to keep the property they’re interested in on their minds for the potential sale.

Email Marketing

Similar to text messaging, creating email drips is a good way to keep your contacts updated regarding properties for sale and engaged with your brand.

Unlike text messages, however, you have the liberty to write longer content via email. It has its pros and cons, depending on what you’ll write about.

You must strike a balance between an informative copy and a too-long-to-read tapestry of an email.

At this point, it’s a matter of testing the length of your email to find out the optimal number of words. Most email tools have built-in analytics features allowing you to see how many opened the emails and clicked on your links or buttons.

Concerning CRM software, some email programs have a CRM function that allows you to keep track and score your leads based on how they respond to your emails. This lets you profile them much better and find which part they are in your sales funnel.

You can then set up conditional emails tailor-made to the choices they made upon becoming part of your lead database.

Among the many email marketing tools you could use, MailChimp is on the top of the list thanks to its