Intuitive Design, Navigability and Learning Curve - Part 1

Real Estate Technology with RE-ACT, LLC

These are three aspects of evaluating a CRM. You may want to bear these in mind when you are in any software program, and defining what they are may make it easier to do your evaluation.

Intuitive or Intuitive Design: Most agents have a fair understanding of what this means. If you are on a screen and you want to do something, is it pretty clear what you should click on to accomplish it? Or is it hidden away and hard to find or figure out. For example if you want to import contacts, is there somewhere on the screen that you would guess, and be right, that enables you to do it? In this image you can see that if you hover TP Intuitiveover Contacts, the drop-down offers "Import Contacts". If most of the maneuvering is that obvious, then you could say that the CRM is intuitive.

Note that the more features a CRM has, the more difficult it is to make it so that everything you want to do is easy to find and readily available from any screen. There is only so much screen real estate to fit everything into. There will almost always be some things that require a little more work to find. That's why one of the things you do when you get a CRM is to go click crazy. Any time you're on a new page, click on everything. See what's there. You won't remember it all at first but it's akin to moving to a new neighborhood and driving around all the streets. Little by little you'll start to remember where everything is.

Next - Part 2 - Navigability



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Stefan Winter
Real Estate in IL & NV | Owner of Real Estate Web Tech | Daily Vlogger - Las Vegas, NV
Owner - Winter Group & Real Estate Web Tech

Great post, I am actually working on a CRM post also currently. In my experience the CRM's built for any indsutry (InfusionSoft, SalesForce, etc) are way more powerful once you learn them compared to the once marketed only towards Realtors. Steep learning curve but well worth it. Have a great week.

Jun 25, 2015 01:28 AM #1
Gary David Hall
RE-ACT, LLC - Doylestown, PA
Real Estate CRM Sales, Training and Implementation

The operative phrase being "once you learn them". The vast majority of agents are either not capable of manipulating generic CRMs or do not want to spend the time. The latter in my opinion is a good idea. Realtors are in the business of lissting and selling, not programming. 

With regards to the generic CRMs being more powerful, there is some truth to that but real estate CRMs have been implementing those features as they go. The other side of the coin exists as well. There are many features that real estate specific CRMs do that generic CRMs do not, and never will because they require IDX feeds or relationships with MLS'. And there are others, such as fields specific to real estate that do not exist in generic CRMs. The tradeoff between spending the time making the generic CRM do what the real estate CRMs already do, and the extra features that the generic CRMs provide is debateable. 

The majority of real estate agents have a difficult enough time learning real estate CRMs, let alone taking on a much longer learning curve with the generic ones.

We all have our own opinions. Mine is based on an intimate knowledge of many of the real estate specific CRMs spanning over 25 years, starting with using a DOS Real Estate CRM called Real Estate Specialist to do 47 sales in my last year with a part time assistant and a buyer agent(my wife). I sell almost all CRMs specific to real estate. I could just as easily sell generic CRMs but it does suit the purpose of the vast majority of agents. 

Jun 25, 2015 11:59 PM #2
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Gary David Hall

Real Estate CRM Sales, Training and Implementation
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