The Best Real Estate CRM Tool in 2024 to Close Deals Faster!

Check out our guide on finding the best Real Estate CRM tool for Real Estate businesses.

The Best Real Estate CRM Tool in 2024 to Close Deals Faster!
Closing property deals is a top priority for any real estate agent or company. Choosing a CRM that closes deals faster is cherry on the cake!
To achieve these objectives, you need to:
  • ensure the tool handles client relationships well
  • choose a simple and intuitive CRM tool that’s easy to use
  • ensure a smooth integration with existing systems to onboard the tool quickly
This can help you achieve your real estate deal goals and improve your performance as a real estate agent or manager.
You’ll want to look for a tool that makes it easy for you to prioritize client relationships, handle more calls and deals, and provide personalized service to your clients. With a good real estate software CRM tool, you can close your deals faster, improve your client satisfaction, and ultimately, feel more confident and successful in your job.
But how do Real Estate agents choose the best Real Estate CRM tool? What features do you need to look for? What budget and needs do you need to know before you buy one?

EngageBay is the Best Real Estate CRM Tool in 2023!

EngageBay offers a one-stop-shop with marketing, CRM, and support features for realtors to help them thrive and excel in the real estate industry. Know more about EngageBay Real Estate CRM If you click this link and make a purchase, we earn a commission at no additional cost to you.
Create a new ticket in EngageBay Real Estate CRM
Create a new ticket in EngageBay Real Estate CRM
EngageBay continues to dominate and remains the king of real estate CRM tools for Realtors in my opinion.
EngageBay's Real Estate CRM is perfect for real estate agents and agencies to stay on top of their heavy workload. This is without compromising the quality of service being offered. Effortlessly create proposals, send out personalized emails, update appraisals and property listings, schedule open-house viewings and appointments, and provide real-time assistance with our real estate CRM software.
By offering an intuitive user interface, EngageBay simplifies and streamlines your customer relationship management processes, freeing up your time to focus on closing your deals faster.
The CRM motivates real estate experts to prioritize building and maintaining meaningful client relationships and to leave the routine tasks and manual labor to the tool.
Its user-friendly design, persuasive reasoning, and engaging writing style make it a valuable resource for realtors seeking to close property listings faster while providing exceptional customer service.

How does EngageBay Real Estate CRM work for a Realtor?

Look, closing a property deal is no joke. Providing excellent customer support can be a daunting task. EngageBay's Real Estate CRM software is here to help, offering a wide range of features that make managing client interactions a breeze.
One of the most counter-intuitive aspects of EngageBay is its automation capabilities. With the software handling routine tasks such as lead qualification and appointment scheduling, you and your team can focus on building meaningful connections with your property clients.
And by leveraging personalization features such as custom messaging and data-driven insights, you can tailor your communications to meet each client's unique needs and preferences - to give them the dream home and the dream deal!
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EngageBay's counter-narrative approach means you won't just be another faceless real estate business to your clients. The software empowers you to build real relationships by prioritizing timely, relevant responses and offering proactive support.
Plus, its elegant articulations make it easy to integrate with other tools and workflows, giving you the flexibility to work smarter, not harder.
BONUS: But perhaps the most shocking and awe-inspiring aspect of EngageBay's Real Estate CRM software is its impact on productivity. By automating routine tasks and providing in-depth analytics, you can identify areas for improvement and optimize your workflow to ensure maximum efficiency.
Answering a support ticket in EngageBay Real Estate CRM.
Answering a support ticket in EngageBay Real Estate CRM.

How EngageBay CRM helps Realtors with Customer Relationships?

EngageBay's Real Estate CRM and sales tools allow you better organise your contacts, track pending engagements, and close more deals while spending more time creating solid relationships with your clients.

You get the entire buyer perspective in EngageBay Real Estate CRM

With a 360-degree customer view, you can better understand your customers and offer better service. You get a comprehensive overview of each client in one go, including contact information, communication history, social media profiles, interests, and points of connection.

EngageBay Real Estate CRM runs even after your day is over!

All real estate agents using your software access the same data source. So your real estate company can continue to:
  • offer top-notch customer service
  • make it possible for any representative to update the contact page
  • stay up to date with previous information for potential house purchasers
Utilise this information to educate open house events, schedule follow-up calls, or drive the next best action for your client.

Allow your clients to schedule appointments online with EngageBay Real Estate CRM

With an innovative appointment scheduling tool, you can publish your calendar online and book more appointments.
Allow your clients to schedule appointments with you at their leisure by making yourself available to them.
Inform potential homebuyers of significant occasions, such as open house viewings, or schedule appointments with multiple members of your team.
Create contacts for potential customers who schedule consultations automatically and

The 6 Best Features to Look Out for in EngageBay Real Estate CRM for Realtors and Agents

One-Click Call to Leads

Calling your leads quickly shows that you are attentive and responsive to your client needs. This builds trust and increases customer satisfaction. Responding promptly helps address any questions or concerns your leads may have before they lose interest or move on to a competitor.
Make a call in one-click to your potential customers with EngageBay Real Estate CRM.
Make a call in one-click to your potential customers with EngageBay Real Estate CRM.
You can call your potential clients in one click with the EngageBay Real Estate CRM. This helps you quickly focus on the most important thing - getting back to your clients in the right time.
You can also add call notes to keep track of past conversations you had with your clients. Engagebay also lets you record important calls so that you don't miss out on the much needed information from your real estate clients and listings.

Call Scripts

Call scripts for a Real Estate CRM provides a standardized framework for agents to follow during customer interactions. Using call scripts saves time and ensures consistency in service quality, making it easier to track performance and identify areas for improvement.
You can deliver accurate information every time by using EngageBay Call Scripts. Every word spoken by your real estate agent’s representative in any given situation will have an outline to follow.
This will ensure they never fall short of words in a conversation. Your real estate agents will have productivity and reduce training time.

Email marketing to engage prospects

With the help of a sophisticated email tracker within the EngageBay Real Estate CRM, you can keep a tab on:
  • potential customers' activities
  • view the status of your email immediately from your mailbox
  • increase your lead generation by automatically adding all senders and recipients as contacts
EngageBay’s ticketing system.
EngageBay’s ticketing system.
EngageBay Email Tracking also helps you connect with your audience by sending out weekly newsletters with MLS listings, news about the housing market, or other real estate information you want them to know.
You can craft personalized and engaging emails for your contacts. This intelligent solution lets you measure your performance and analyze results to ensure a solid return on investment.
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Capture Leads using Captivating Forms

With EngageBay Real Estate CRM, you can capture leads straight from your website. The forms are customized as per your real estate business branding.
It is simple-to-create and easy-to-render. The web pops to display the right memo at the right time.
Your automatic lead capturing system can:
  • Grow your listing
  • nurture these leads
  • turn them into satisfied clients
All with just a few clicks!

Build beautiful landing pages to showcase every property

Boost and maximize conversions by creating a landing page that will keep visitors interested in your website.
Choose from our beautifully designed templates or build your own design to meet your needs, all in a few minutes.
Help potential buyers find their dream home within your customized and optimized web pages.
Keep in mind that what one macro does can easily be undone by another macro. The actions defined in the macro will be applied. If the macro updated the ticket comment, you can edit the text before submitting the ticket.

Powerful Reporting

Good reporting allows your startup to analyze your performance and improve your customer service. Detailed information on call volume, agent performance, customer feedback, etc. helps you identify areas for improvement and make data-driven decisions.
With EngageBay Real Estate CRM, you get all possible metrics of hourly tickets, the number of chat sessions per day, calls made/answered by each agent and create an awesome report.
View your Real estate support status with EngageBay reporting.
View your Real estate support status with EngageBay reporting.
Keep a track on how quickly your team is responding to your clients and set average response time goals. You can also create new reports and add custom variables to your existing reports.
See all your tickets, agents and groups that these tickets are assigned to, right on your dashboard, Manage your data constantly with advanced analytics, metrics, and reports for more continuous growth.
How to use EngageBay Real Estate CRM? Step 1: Create your custom support email powered through your domain and EngageBay. Step 2: Send a test ticket and update ticket automations Step 3: Update ticket statuses according to the types of query Step 4: Create support groups and canned responses Step 5: Continue to Optimize and improve customer support in dashboard reports

How EngageBay Real Estate CRM Enhances your Real Estate Agent’s Productivity

In a real estate business, managing client data on the go is challenging, especially when you have multiple inquiries to handle at once. That's where EngageBay Real Estate CRM software comes in.
With an organized and exhaustive database of your clients, you can keep track of notes, property listing status, and historical data, giving you deep insights into each client's needs and potential purchase possibilities.
Integrating the client database with the functionality of a contact center provides a unified, single user interface for tracking client communication activity efficiently.
Create automations on EngageBay Real Estate CRM ticket requests.
Create automations on EngageBay Real Estate CRM ticket requests.
Without CRM capabilities, handling client support or property requests becomes tricky. The use of a Real Estate CRM software provides great value and efficiencies for your real estate business.
Consider investing in EngageBay Real Estate CRM software to streamline client management and improve client satisfaction.
What else does EngageBay Real Estate CRM offer? 1. Integrations with many other tools: Using Convert Kit or any other expensive tool? Bird Send provides a full-length feature comparison so you know you’re not missing out! 2. Migration with Ease: Support in switching your contacts and audience in less than a few minutes, you can migrate your contacts with ease. 3. Go Beyond customer support: Build a stronger marketing, sales, and support software that is affordable and unified comprehensive solution for your business. 4. Synced Desktop Application: Get your entire team involved ranging from sales, marketing and customer success to win your businesses over competition. 5. Real Time Status: Identify and understand about the calls made to leads both in real-time as well as historically offering a complete easy-to-understand reporting status.

Is EngageBay Real Estate CRM Worth it?

Oh Absolutely Yes! If you are tired of juggling multiple tools and struggling to keep up with your client support demands, it's time to say hello to EngageBay Real Estate CRM!
This tool not only integrates all your client data but also provides an easy-to-use interface for agents to handle all client communication efficiently. With EngageBay, you can keep track of client history, communication activity, and even VIP status, all in one place!
So, if you want to save time, reduce stress, and improve your customer support game, give EngageBay Real Estate CRM a try. Trust me, your real estate agents will thank you, and you might even get a few more five-star reviews!

Written by

Qayyum Rajan
Qayyum Rajan

Qayyum (”Q”) is a serial builder with more than 5 startups to his name with 3 exits. He specializes in shipping products fast, and early with an focus on driving traffic across the marketing funnels