CRM Platforms for Real Estate

TechnologyReal EstateData
Written By Federico Biasin

CRM with Integrated BI for Real Estate:

Many CRM (Customer Relationship Management) platforms designed for real estate agents now include strong BI and analytics features. These are crucial for managing client relationships, tracking leads, and analyzing sales performance.

  • Salesforce (with Tableau/Einstein Analytics): Salesforce, a leading CRM, can be heavily customized for real estate and integrates well with powerful BI tools like Tableau or its own Einstein Analytics (now part of Salesforce AI Cloud). This allows for a complete customer view, including activity history and social data, alongside robust sales forecasting and reporting.

  • Agile CRM: Offers many tools for end-to-end CRM workflows and can be useful for real estate agents to create comprehensive workflows.

  • Pipedrive: Known for its intuitive tools and user-friendly interface, it's strong for sales pipeline management and email marketing, with reporting features that contribute to BI.

  • Follow Up Boss: A popular CRM for real estate, designed to monitor leads and deals, focusing on expanding lead conversion rates with powerful automation and a user-friendly interface.

Federico Biasin https://federicobiasin.it
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Real Estate Analytics & Data Platforms