Last week I blogged about the different types of contact management systems that are available. If you recall, I came the conclusion that a web-based application, created specifically for real estate agents is the way to go! After narrowing down the field, however, there are still a bunch of different options. So what kinds of features should you look for to get the most bang for your buck?
User friendly: While there will always be a learning curve with new software, look for something that has a good user interface and is easy to navigate. See if you can get a demo of the CRM to make sure you like it before you buy it!
Customizable: You are going to want to set up your account your way! Do you want all your emails to be forwarded to one primary address? Maybe you’ve made a nice signature that you want to be able to put at the bottom of your emails. A good contact manager will let you customize it the way you like.
Interactive Calendar and Scheduling: The right CRM will help you have better communication with your leads and clients. Having your email tie into your calendar will let you schedule important messages, get reminders and notifications, and plan follow-ups with ease. 
Integrated Website and Lead Generation: When your contact database is connected to your website and lead generation tools, you can track all your leads’ activities and then send them personalized property information automatically. Be sure to look for a CRM that has great statistics and reports so that you can see the results of your marketing efforts and respond to them directly.
Built-In Marketing Options - Whether it’s social networking, drip campaigns, or pay-per-click, newer contact management systems have these options build right in. Wouldn’t it be nice to tweet directly from your CRM or have pre-written marketing scripts ready to be sent at the touch of a button? These features are available with some of the newest technology.
Transaction Management: I’m sure you’re emailing documents to your clients all the time as you take them through the process of buying or selling a home. If you have a transaction management system as part of your CRM, you can track all your paperwork, request electronic signatures, and keep all of your digital files organized as you send them back and forth.
So, what are your favorite features in a contact manager? Let me know what’s important to you!
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