Boost Your Real Estate Sales

All-in-one Platform for Every Agent and Agency

Manage sales processes, properties, and automate tasks seamlessly. From individual agents to developers and brokerages, NotchCRM helps you close more deals and streamline your business.
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What is a real estate CRM software?

Real estate CRM software serves as a comprehensive system designed to facilitate relationships among buyers, sellers, agents, brokers, developers, and financial institutions. It addresses various needs of real estate agents and firms, handling tasks ranging from incoming inquiries to price quotations, and from commercial property sales to property management.
 
With its capabilities spanning end-to-end process management, the real estate CRM system streamlines operations for agencies across the industry.

Why is CRM essential for real estate agents?

Real estate revolves around trust, evident in the fact that 82% of new property sales stem from referrals from existing contacts, previous clients, family, friends, or relatives.
 
Given the protracted nature of buying or selling properties, involving numerous follow-ups and renegotiations, real estate businesses benefit from implementing CRM software.
This enables realtors to efficiently manage contacts, schedule tasks, track pipelines, and maintain organization, thereby fostering successful relationships and facilitating deal closures.
Why choose NotchCRM for your real estate business?
Omnichannel communication

to capture inquiries from multiple channels

Third-party integrations
and APIs to improve productivity
 
Built-in campaigns
for sending out drip email
Self-service portals
to connect both sellers and buyers directly with your business

Key Features of Real Estate CRM Software

Lead Management and History Tracking

Capture leads from various channels such as social media, offline campaigns, business cards, and online campaigns, and monitor their progression until they reach the opportunity stage. NotchCRM enables you to identify priority prospects for your team’s attention. Upon entry into your pipeline, automate email responses to nurture leads and encourage interaction.

Enhance Efficiency through Robust Automation

Streamline lead distribution by automatically assigning leads to sales representatives using predefined workflow rules, considering factors such as territory, industry, potential deal size, or through round-robin allocation.
 
Once a lead enters your CRM pipeline, promptly notify the designated sales representative and allocate tasks and reminders for follow-up. Automate follow-up emails, NotchCRM field updates, and notifications, freeing up time for your sales representatives to focus on closing more deals.

Stay Connected with Your Team, Anywhere You Go

Engage with your team seamlessly via Feeds, a real-time timeline enabling discussions on deals, collaboration on ideas, and broadcasting announcements. NotchCRM empowers you to integrate your chat tools with CRM. Utilize Commands and Bots within your chat tools to access CRM records, reports, and analytics effortlessly for sharing with teammates. Send CRM lead approvals and event or call reminders directly through your chat tool.

Centralized Document Management

NotchCRM gives you centralized access to important documents such as property details, service reports and transaction documents. There is no need to dig through all your documents when you just want to send the latest property document to your leads.
 
The document library intelligently connects relevant collaterals with the appropriate lead or deal. You can even have multiple versions of your sales collateral in the Documents Tab and access the latest draft of the document whenever you log in.

Effortless Invoicing and Billing

NotchCRM streamlines your sales cycle by allowing your team to generate and store quotes, invoices, price books, and bills directly within their accounts. Seamlessly handle all post-sales processes with robust inventory management capabilities, and effortlessly share quotes and invoices with prospects using customizable email and invoice templates.

Empower Data-Driven Decision-Making with Comprehensive Analytics

Benefit from NotchCRM’s robust in-built analytics, offering over 40 prebuilt reports to measure every facet of your sales pipeline, from campaign expenditure to deal closures.
 
Utilize NotchCRM’s Analytics to monitor progress toward targets, access agent activity reports, adjust compensation, and identify neglected deals in your pipeline. Additionally, set up revenue forecasts based on territories, gauge KPIs using target meters, and track lease expirations effectively.

Seal Deals Anywhere You Go

With the NotchCRM Mobile app, you can stay connected with your buyers and sellers and oversee their property sales directly from your mobile device.
 
Zoho CRM’s mobile app offers real-time sales performance reports and insights, allowing you to schedule and log meetings, add follow-up tasks, and discover prospects nearby, all while you’re on the move.

Why choose NotchCRM for your real estate business?
Improvement in lead conversion rates
0 %
Revenue increase per sales person.
0 %
Improvement in customer retention rates
0 %
Increase in customer satisfaction rates
0 %
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