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Digging into what's stopping you from growing your business

Anyone in Real Estate will tell you to have a CRM (customer relationship management) to grow your business. There are three types of CRMs, and finding what you need can be overwhelming.

According to Forbes, CRM tools are becoming more important to the daily work of real estate agents and the success of their businesses every year.

You’ve likely already tried to use one or currently use one CRM, but are you using the right one for your business?

Operational CRM streamlines the various processes for client relationships and applies them to the business process. This type of CRM can help generate leads, convert leads into contacts, and provide the service infrastructure you need to retain clients.

Analytical CRM enables you to better understand the data gathered on clients and their interactions with your business. It can be a key resource for turning data into actions.

Collaborative CRM bridges the gap between agents on a team to share information and create a seamless and consistent experience for your client.


Let's break down each to help you discover the best one for your business!


Operational CRM

An operational CRM system is the most common type and covers the broadest range of functions. It blends all business processes, such as customer service, marketing, and sales, into one. Its primary goal is to help streamline business operations, centralize client interactions and sales, marketing processes, and service and support efforts in one place. Further, it stores information on customers, leads, and employees using a shared platform to support existing and potential clients better. Some examples of these CRMS are Mailchimp or HubSpot.


Analytical CRM

The primary goal of analytical CRM is to leverage client data into trends and actionable insights that your business can use to improve the client experience. Data from an analytical CRM can include client preferences, channels, touchpoints, trends, forecasting, and more. Examples include Salesforce and Zendesk


Collaborative CRM

A collaborative CRM, also known as strategic CRM, enables different teams or functional areas in a business to share client data. The result is that everyone uses the same knowledge base about the clients to make decisions, creating a more organic approach to managing client relationships. While operational CRM tools often focus on marketing and sales, collaborative CRM systems focus primarily on customer service. Examples include Microsoft Dynamics 365 and Copper.


But there’s a little something you need to know…


👉 Ultimately, the BEST CRM is the one you will consistently use👈


This is the number one piece of advice I give everyone in the industry. So, it was only right that I tell you, too! Has it opened your eyes? Perhaps it’s made you rethink your opinion of your current CRM.


Need more help with your CRM? We are happy to assist you with setup and maintenance.

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