Why a CRM System Will Make Your Customers Happy

Services for Real Estate Pros

Gone are the days when just one person (unless, or course, you are a one person shop) might speak with clients. ‘Customer facing’ now involves everyone in the company.  Because the channels of contact don’t have clear boundaries anymore, everyone in the company needs to be using the same CRM so that no matter who the customer interacts with, their concerns and questions will be answered consistently and accurately.  So not only does everyone need to be using the same CRM -- everyone also needs to be able to access any and all information on the prospect or customer.  


The expansion of CRM throughout an office cannot come as a surprise to those involved.  There must be a strategic implementation of the CRM, and enough financial stamina to buy everyone a seat.  As a small business you are probably pinching your pennies, so you need to make sure you find the most affordable CRM with the best features for your business.  So how do you find the right CRM for your business?


These days, finding that golden “CRM in the sky” does not have to be a daunting task as there are plenty of reviews online.  For example, many of the online tech magazines have published lists like this one from PC World.  In addition many blogs also review CRMs.  The New York Times just wrote an article reviewing CRMs for small businesses. So in many cases the initial research is done by someone else.  This enables you to easily whittle the choices down to 2 or 3.  Today most CRMs have either a free account or at least a free trial so during this testing phase, all you have commit is time. 


Insightly offers a free account for up to 3 users, and also offers affordable paying plans beginning at $29/month for 4-6 users – that’s an average of $6/user/month.  Insightly also has a variety of reports so you can see all the customer interaction automatically delivered in a chart or easy to read table. And, since mobile access is key for real estate folks, Insightly has a free iOS application, and a site designed for mobile access that supports all types of devices.  In addition, Insightly has an Android app in development that should be available in the next 30 days.


Bottom line?  Get a CRM that works for you because neither you nor your company wants to be scrambling for answers when everyone could be making customers happy.

Comments (7)

Bill Gillhespy
16 Sunview Blvd - Fort Myers Beach, FL
Fort Myers Beach Realtor, Fort Myers Beach Agent - Homes & Condos

Hi Loretta, 

The choices for a CRM do seem a little daunting.  My first concern is whether a CRM has a " dupe " check.  For me not having a dupe check function renders the product almost useless.  I'd appreciate your thoughts.

Apr 08, 2013 12:46 AM
loretta jones
San Francisco, CA

Hi --

Yes, I agree a dupe check is key.  Today, most CRMs (including Insightly) have a dupe check.



Apr 08, 2013 02:43 AM
Melissa Zavala
Broadpoint Properties - Escondido, CA
Broker, Escondido Real Estate, San Diego County

There are so many choices, and it helps to know a little about yourself and how you will use it before making a decision.

Apr 08, 2013 12:37 PM
Inna Ivchenko
Barcode Properties - Encino, CA
Realtor® • GRI • HAFA • PSC Calabasas CA

lol, I just repinned an Infographic  about CRM! It was called ''poor agent vs rich agent in real estate'', I opened AR and here you are:)

Apr 08, 2013 04:59 PM
Rob Lyszczarz
RE/MAX Properties Unlimited - Westfield, NJ

Loretta,  What are the top three advantages of Insightly over its main competitors?  This is an overwhelming process so I wanted to check with you.

Apr 28, 2013 07:26 PM
loretta jones
San Francisco, CA

Hi --

I would say our top advantages are:


Ease of use

CRM and Project Management functionality in one program

Linking (the ability to link any entity to any other entity -- not heirarchical like most CRMs)

Integration with other apps -- currently Google Apps/GMail, and soon Outlook 2013/Office 365

Free account -- not just a free trial.

Hope that helps.  Thanks



Apr 29, 2013 01:36 AM