Why Outlook Shouldn’t Be Your Real Estate CRM

By
Real Estate Technology with IXACT Contact Real Estate CRM

Walk into an office and there’s a good chance the employees are using Microsoft Outlook as their primary work email provider. And for good reason! It’s a wonderful email service; we even use it as an email provider at IXACT Contact.  However, Microsoft Outlook is not functional as a real estate CRM.

Maybe you’re considering using Microsoft Outlook for real estate contact management, or perhaps you’re already using it and have discovered that Outlook just doesn’t cut it.  A true real estate CRM is specifically designed to help you build a referrals-based business by making it easy to keep in touch with everyone in your database, build stronger relationships, and stay organized and in control of your business. Outlook is simply missing key features and functionality that are available in a contact management for REALTORS® like IXACT Contact.

In this post, I’ll explore the reasons why real estate contact management and Microsoft Outlook are very different software.  I’ll explain the key features Realtors require in a CRM that Outlook simply can’t provide.

Contact Management for Realtors

Effective contact management for Realtors is much easier when you use a true real estate contact management system. For instance, categorizing contacts  in to groups is a function critical for your business that you can do within a proper CRM. You can also search your database across a number of different criteria including the date someone was added to your contact list, when a call was logged with a specific contact, the last time a client was represented by you in a transaction, and more. IXACT Contact even includes various useful reports that give you important insight into your business.

Email Marketing

Outlook is sufficient when it comes to sending and receiving emails, but when it comes to email marketing, it simply doesn’t make the cut. A true real estate contact management system comes with a library of real estate specific email and letter templates. A real estate CRM is better suited for email marketing because it can easily handle large distribution lists, whereas Outlook cannot. And don’t even think about personalizing your mass emails, doing drip marketing campaigns, or tracking clicks, opens, and bounce-backs in Outlook!  Realtors can benefit greatly from many reporting insights that Outlook simply doesn’t provide.

Transaction Management

Now, think about transaction management. Can you manage and organize your listings, showings, third parties, commissions, and transaction documents in Outlook? Can you generate service reports? The answer is no. A real estate CRM like IXACT Contact includes listing and closing Activity Plans that prompt you every step of the way to ensure no detail is missed when you’re listing or closing a home.

Mobility and Synchronization

As a Realtor, you’re always on the road and may not have access to your computer. With a cloud-based real estate CRM, you can access your database from wherever you happen to be, and whatever computer or tablet you happen to be using, provided you have an internet connection. A good system can even sync to your smartphone and Google Apps. So whether you’re in the office or on the road, you’ll always have access to the most current contact information, calendar, and tasks.

It’s still a great choice to continue using Outlook for your everyday email correspondence.  The best real estate CRMs wirelessly sync with your Outlook contacts, calendar and task information in real time. Since your contact list in your CRM is always available in Outlook, there’s no need to manage two separate address books!

Automated Lead Capture

Automatically capturing leads is a powerful function that Outlook simply doesn’t have.  With a real estate CRM like IXACT Contact, your leads are transferred automatically into your database where you can further qualify and categorize them.  The Automated Lead Capture can also generate email alerts for immediate follow-up and auto-assign new leads to a drip email campaign or your monthly e-Newsletter.

Conclusion

There you have it. Microsoft Outlook is built to function solely as an email provider and it is a good one.  But it lacks the functionality that real estate agents require to manage their business.  Instead of treating Outlook as a CRM, leverage the power of a true real estate contact management system like IXACT Contact.  Try it FREE for 5 weeks now!

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IXACT Contact helps you build lasting relationships with past clients, hot prospects, and important referral sources.  The system makes it easy to keep in touch with clients the right way and to generate high quality new leads.  It also helps you manage the transaction side of your business, keeping you organized and in control.

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Rainmaker
2,886,155
James Dray
Fathom Realty - Rogers, AR
Exceptional Agents, Outstanding Results

I don't use Outlook never have liked it.  Don't know it may be just me

Apr 17, 2015 11:04 PM #1
Rainmaker
3,238,145
Sally K. & David L. Hanson
EXP Realty 414-525-0563 - Brookfield, WI
WI Realtors - Luxury - Divorce

Two crashes bang boom...and gone !

Apr 17, 2015 11:17 PM #2
Rainmaker
1,251,591
Raymond E. Camp
Howard Hanna Real Estate Services - Ontario, NY
Licensed Real Estate Salesperson Greater Rochester

Good morning Rich,

Great points and agree.

Make yourself a great day.

Apr 18, 2015 12:59 AM #3
Rainmaker
390,954
Rich Gaasenbeek
IXACT Contact Real Estate CRM - Toronto, ON
Real Estate CRM & Marketing Made Easy!

 James Dray, it sounds like you're ahead of the game.  For a lot of REALTORS Outlook is the default.  

Sally K. & David L. Hanson, I hope that's not the sound of your computer crashing! :) 

Raymond E. Camp, thanks for your comment!  Have a wonderful week.

Apr 20, 2015 12:16 AM #4
Rainer
25,792
Ron McCord
RE/MAX - Fort Lauderdale, FL
Residential/Multi Family Sales S. Florida

I only recently left outlook to google apps this year. However I used Outlook as a crm and currently using Google in same way. I have checked out 30 or 40 crms and none are perfect. As a contact manager Outlook is really good. It has one of the best note sections even compared to crms. It has a task manager,  Calender superior email to even gmail ( yes ) and you can do email merges with a great add on and even track with another add on. It also syncs perfectly to google Android phones and Apple including pictures and all info where most crms do not sync everything. Add in the included Microsoft one note or use evernote for detailed property information which is auto linked to your contacts and it does a great job. I am still looking for the right crm that is not too complicated, does everything outlook did and more. Still have not found it but I will give props to OnePageCrm which has the very best follow up system of any Crm lacking some Google Apps integration that I want.. Also ProsperWorks is lacking currently but may be what I am looking for by end of 2017. Insightly is the closest to being ready right now but extras on it I do not like. So for now google contacts, email merge program, hangouts for dialings, google voice, evernote and google calender, facebook and linkedin is my Crm.. I also forgot Nethunt which may have the features I want in 2017 as well vs say Streak

Nov 23, 2016 08:45 AM #5
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Rainmaker
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Rich Gaasenbeek

Real Estate CRM & Marketing Made Easy!
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