Lead Management Tools

Example of a features comparison matrix one might use when reviewing CRM tools.

Example of a features comparison matrix one might use when reviewing CRM tools.

Twice last week the NAR Library received requests for lead and office management tool suggestions, so we thought it an opportune time to share our findings. The first tool we’ll mention is our benefit partner relay® which advertises as “an easy-to-use Internet tool for managing real estate transactions online, enables agents to connect with clients 24/7 through a secure, custom branded transaction website.” relay® looks to be more of a transaction management system, but does offer a few customer interaction and management features.

The next tool we’ll mention is SalesForce. SalesForce is one of the original “Customer Relationship Management” (CRM) tools and offers features for prospect and client management,  sales pipeline analysis, prospect communications, and account management. Though SalesForce is not specifically tailored to real estate and thus may not be the best CRM tool out there for real estate brokerages, it gives good insight into how CRM tools work.

Next we’ll share the recommendations of your peers, via the NAR LinkedIn group discussion. We highly recommend that all NAR members join the LinkedIn group as the discussions are timely, relevant and insightful. Put any business problem or challenge you’ve got out to the group, and you’ll receive excellent feedback and guidance. For CRM and lead management tools, the LinkedIn group recommended:

REALTOR® Magazine published a buyer’s guide and several articles on CRM solutions in 2010 with some additional recommendations:

The recommendations from the above articles include:

Hopefully this will get you started in your research for finding a CRM and lead management solution. We also invite you to share your experiences with these and other tools in the comments below.

Kate Stockert

Information & Web Content Specialist at the National Association of REALTORS®

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