Most Real Estate agents do not have effective, streamlined CRM solutions in place to manage customers and clients. Too many do it manually with cards. Many now do it with Outlook. This leads to a fragmented and haphazard approach, where most companies have agents using different solutions.
A major issue this generates is the inability to deliver consistent service to all clients past and present. Before implementing a CRM system, it is commonly found that storing information was a time consuming task which was also inconsistent. There was no way of tracking actions and activities made by staff. Often appraisals were done then they were not followed up – leading to a potential loss of sale. There was no system which enabled everyone to view history, activities, and notes, causing confusion, lack of cohesion and disorganised staff.