Creating a Real Estate CRM with InfoLobby

In the ever-evolving landscape of real estate development, staying ahead of the competition requires a streamlined and efficient sales process. While generic CRM software offers a one-size-fits-all approach, it often fails to capture the nuances of your specific business needs. This is where InfoLobby, our Lego-like modular software, steps in, empowering you to create a custom CRM tailored to your unique requirements.

InfoLobby

InfoLobby is a modular software that can be used to create a custom CRM for real estate developers. In this tutorial, we will show you how to create a basic CRM with tables for leads, properties, and contacts. We will also show you how to create workflows to automate tasks such as assigning leads, sending follow-up emails, and creating deals.

Leads Table

The leads table is the core of your real estate CRM, storing essential information about potential customers. It serves as a central repository for all lead data, enabling effective outreach, qualification, and conversion.

• Name

• Email address

• Phone number

• Interested In - 1BHK, 2BHK, 3BHK, Villa, Commercial Space

• Location

• Source of lead - Referral, Website, Instagram, LinkedIn, Agent

• Lead status - New, Qualified, Hot, Dormant, Dead, Customer

You have a leads table. How do you populate leads? Capture them however you please, we'll handle the rest. InfoLobby supports a variety of methods.

• Are you at a real-estate event? Use our webform to capture leads on the spot.

• Have a website for prospect contacts? Embed our form seamlessly for easy interaction.

• Using other apps or tools? Connect effortlessly with our webhook integration.

• Prefer email communication? Just send it, and InfoLobby will organize it in the table.

• Want a more advanced solution? Explore our API for comprehensive access and functionality.

Our goal is to eliminate data silos and unify your leads. We want you to capture leads from any source, any channel, and any device, all consolidated into a single table. This will empower you to make business decisions based on actionable insights from centralized lead data.

Benefits of a Comprehensive Leads Table:

1. Centralized Lead Repository: Consolidate all lead information in a single, easily accessible location, eliminating data silos and ensuring consistent access for agents.

2. Effective Lead Qualification: Quickly assess lead relevance and prioritize outreach efforts based on property type preferences, location, and source of lead.

3. Personalized Communication: Tailor communication and marketing strategies to match the lead's interests and preferences, enhancing the customer experience and conversion rates.

4. Sales Pipeline Optimization: Analyze property type trends and customer demand to refine marketing campaigns, adjust property acquisition strategies, and optimize the sales pipeline.

5. Data-Driven Decision Making: Gain valuable insights into customer preferences and market trends to inform strategic planning, resource allocation, and property development decisions.

6. Efficient Lead Management: Facilitate effective lead routing and assignment to agents based on their expertise and specialization in specific property types, improving lead handling and conversion rates.

Once your lead data is unified, InfoLobby provides a suite of tools to streamline your workflow, accelerate lead qualification, and propel deals towards closure.

Automations

Automations can be used to automate tasks in your CRM. For example, you could create a automation to automatically assign leads to sales representatives, send follow-up emails to leads, and create deals when a lead is converted into a customer.

Here is an example of a automation for assigning leads to sales representatives:

1. Trigger: Lead is created

2. Action: Assign lead to sales representative based on location of lead

Here is an example of a automation for sending follow-up emails to leads:

1. Trigger: Lead is created

2. Action: Send follow-up email to lead after 3 days

3. Action: Send another follow-up email to lead after 7 days

Here is an example of a automation for creating deals when a lead is converted into a customer:

1. Trigger: Lead status is changed to "Customer"

2. Action: Create deal

3. Action: Associate deal with lead

4. Action: Associate deal with property

Activity Table

In real estate, maintaining clear and consistent communication with potential and existing customers is crucial for nurturing leads and driving sales success. The Activity Table serves as the backbone of your CRM, ensuring that no interaction or communication falls through the cracks.

• Lead or Customer: Relationship field linking the activity to the respective lead or customer record.

• Activity Type: Categorizes the activity, such as Email, Phone Call, Message, Meeting, Site Visit, Property Alert, or Other.

• Date and Time: Records the precise timestamp of the activity occurrence.

• Activity Description: Provides a detailed description of the activity, including any relevant notes, discussions, or outcomes.

Real-estate Workflow Examples:

• Automated Email Follow-ups: Schedule automated email follow-ups at strategic intervals based on lead engagement, property inquiries, or specific milestones in the sales process.

• Site Visit Scheduling: Seamlessly schedule site visits through the Activity Table, automatically notifying agents and clients, and recording the details of each visit.

• Property Alerts: Trigger automated property alerts to notify agents when new listings match a lead's criteria, ensuring timely communication and maximizing conversion opportunities.

• Offer Management: Track and manage offers received for properties, including offer dates, amounts, and counteroffers, all within the Activity Table.

• Closing Process Automation: Automate tasks related to the closing process, such as contract reminders, document uploads, and closing date notifications.

Embrace a Modular Approach to Real Estate CRM Success with InfoLobby

Published: March 13, 2024
by Thaha W