Picking a Customer Relationship Management (CRM) system for your property business can seem a daunting prospect. So how should you go about it?

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What do you actually need your CRM to do?

The first step is to identify exactly what you want from your property management CRM, what current software you have (that you would like to keep using), and what benefits you are seeking. It is also well worth double-checking your existing software, as there might be an in-built CRM element already there that you can use.

Common reasons for CRM implementation include:

– Improving relationships with customers
– Improving customer retention
– Improving sales

For property businesses, CRM software could help with the following:

– Storing all investor information and sending out monthly deals, as well as categorising investors as hot or cold
– Managing the purchasing journey, from initial contact with sellers through to purchase and aftercare
– Managing guests’ details, monitoring contracts, requesting reviews, and identifying opportunities for repeat business
– Structuring and managing communication with contractors including work schedules, cleaning schedules, and important dates

If you are looking for a CRM solution, why not take a look at the website of a leading provider such as property deck, today?

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Ease of use/adoption

You need to consider how easy the CRM will be to use and make sure it is easy for your whole team to use. You want everyone to use it so that all data and information is captured and can be viewed by everyone. Make sure you know that the user experience works for your business.


A CRM that can work with your current devices and software is ideal. Perhaps something cloud-based would suit your business best so that it can be accessed from any device and any location. In 2008, only 12% of businesses used a cloud-based CRM. Today that figure stands at 87%. You might also like the CRM to easily integrate with your current email, storage, or even your social media networks.


Cost is a very important consideration. Most platforms offer a variety of packages based on the number of users or features included. Make sure you know what is included in the price and what might cost extra. You don’t want any unwelcome bills!

By ZsuNC

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