Skip to main content

5 minute read

Which CRM should we use?

It’s a question our team is asked almost daily! With so many options to choose from, how can you be sure that your investment in a new CRM platform is going to deliver efficiency and profitability to your business?

Implementing a new CRM platform can be a stressful and costly exercise so it pays to consider the following attributes of each provider before diving into a new CRM for your real estate business:

  1. Customer service and support experience: What is the support and experience going to be like?
  2. Innovation and features roadmap: What features are in the pipeline?
  3. Integration capabilities: What other technology can I plug into my CRM?
  4. Data security: How secure is our information?

What is a real estate CRM?

CRM software acts as your single source of truth for prospect and client information, allowing you to nurture relationships and make data-driven decisions. For top-performing real estate agents, a CRM is an essential tool for managing a healthy pipeline in a way that saves time and brain power.

Here are some of the key features a real estate CRM offers to make your life easier:

  • Organise contact information for clients and prospects, making it easy to find (no more hunting through spreadsheets or Microsoft Outlook!).
  • Quickly respond to property enquiries without having to dig through your inbox.
  • Keep track of which prospects you’ve reached out to and which ones are further along in the agent selection process.
  • Gather information digitally, such as your prospects’ website activity or whether they opened your emails.
  • Manage your sales pipeline in one place and keep track of deals.
  • Maintain contact with past clients for relationship management and future referrals.
  • Automate tasks and workflow such as email follow-ups after open homes.

The 3 Best Real Estate CRMs In Australia: For Website Feature Integrations

Below, in no particular order, we list some of the best real estate CRMs in Australia for website feature integrations and some real-world examples of how real estate businesses in Australia are using their CRMs in new and creative ways to drive more business opportunities for their agents.

Important! All website integrations/features mentioned below will require assistance from your website provider.

1. Agentbox

Agentbox offers a CRM solution for single agents, start-up agents, emerging agencies, established offices and large multi-office groups with a wide variety of integration capabilities with your other systems. Agentbox also offers a robust property management software solution, targeted prospecting tools and a mobile app.

What our clients say they love about Agentbox:

Agentbox can integrate with your real estate website in many ways including, but not limited to:

  • Sending listings and listing data (i.e. additional documents) to your website
  • Sending agent profile data to your website
  • Sending form submissions from your website to your CRM and vice versa
  • Displaying real-time data/statistics on your website
  • Much more…

Our website clients tell us they love the many integration capabilities between their Stepps website and Agentbox to deliver a unique experience to their website visitors and more leads to their agents. Take Clarke Estate Agents for example and their “Discover how many buyers we have…” lead generation tool which allows prospects to see, instantly, how many buyers are registered in their (Agentbox) CRM with specific property requirements:

2. Rex

Rex also offers plans for every agency size and its mobile app is a fully-featured mobile CRM app for real estate agents to use on the run. Rex also provides a “CRM grader tool” on its site to help you determine how you can improve your agency’s customer relationship management.

What our clients say they love about Rex:

Rex CRM can integrate with your real estate website in many ways including, but not limited to:

  • Sending listings and listing data (i.e. additional documents) to your website
  • Sending agent profile data to your website
  • Sending form submissions from your website to your CRM and vice versa
  • Displaying real-time data/statistics on your website
  • Much more…

Our website clients tell us they love the ability to display real-time statistics throughout their Stepps website to add ‘social proof’ for prospective vendors and landlords who are looking for an agent to sell or manage their property. Rather than manually updating information on your website, data and statistics can be synced with your CRM to automate the process on each page load, providing more efficiency for your marketing team and wowing your potential clients.

3. Vault

Vault offers an all-in-one software platform with over 380 deep integrations with best-of-breed, global PropTech companies. Agents can generate on-the-spot appraisals, periodic inspections and electronic signatures on the move using Vault’s Android and iOS compatible mobile app.

What our clients say they love about Vault:

Vault can integrate with your real estate website in many ways including, but not limited to:

  • Sending listings and listing data (i.e. additional documents) to your website
  • Sending agent profile data to your website
  • Sending form submissions from your website to your CRM and vice versa
  • Displaying real-time data/statistics on your website
  • Much more…

Our clients tell us they love the ability to integrate additional listing data from their Vault CRM to their Stepps website to provide buyers and sellers with additional information at their fingertips and the various departments within their office with more opportunities to generate leads.

Take the example of a standard post-open home SMS… instead of sending buyers back to a basic landing page, your website can provide a more tailored experience to specific buyer segments with links to additional listing documents while also providing more awareness of the additional services your business provides.

Honourable mention: Inspect Real Estate

We love building website features for property management and lead generation tools for BDMs! Similarly to the example above for a sales department, where sellers can see how many buyers are registered in the agency’s CRM, this website feature for Harcourts Solutions allows landlords to do the same, but for tenants:

What is the best CRM for real estate in Australia?

Managing a real estate business is no easy task. A long list of properties, an expansive portfolio of listings, and a high volume of contacts can feel overwhelming to organise in one place. But that’s where a real estate CRM comes in. By using a CRM, you can improve your client communication while making the sales process faster and easier for you and your team.

So is there really a “best real estate CRM”? We like to say there is… and it’s the one that you and your team use.

For a full list of all real estate CRM providers in Australia, visit the CRM category in our Stepps Index.

Close Menu