Real Estate 

Real Estate has traditionally been a difficult industry for CRMs to handle. There are three parties to every transaction, rather than the traditional two. In addition to this, there are buyer's agents, seller's agents, commercial agents, land and house buying specialists, who buy then resell the property on a high-turnover, low-margin approach.  Motii has worked with them all and Pipedrive is the solution.

Below we combine the different challenges of some of the multiple real estate companies we have worked with across the US, Europe and Australia.

 

Challenges

Real estate agents are one of the busiest salespeople around. They need a system that helps them view urgent tasks at a glance, saves handling information twice and is efficient while on the road. Dealing with a high number of clients means having processes in place where smaller details are not forgotten in a system that is completely customised for their style of sales.

 

Solution

Pipedrive's Gold Plan with email integration, calendar sync, templates. Pipedrive pulls everything together into one customised system, delivering the information our clients need at a glance. Providing transparency for knowledge sharing and training, and taking care of the little things so that agents can focus on the sale.

Outcome

Our Pipedrive clients were able to create a personalised CRM to meet their individual needs and this software was simple and intuitive enough to get started immediately.  The rewards were saving time (not losing it by using complex software), communicating with more customers on a daily basis and having systems in place to allow them to focus on sales and growth of their business.

The JustCall integration changed the way we work. The ability to call and SMS directly out of Pipedrive is game changing for our productivity and record keeping. The phone calls and SMSs are recorded directly against the contact in Pipedrive. Brilliant.

                                          - Jen, Zech Buys Houses

Double handling

Following up a client for the 3rd time? Answering questions about a house for the 75th time? As a busy agent, you don’t have time to waste on writing the same email over and over. Pipedrive Templates lets you write it once, save it, then automatically merge the name, email address etc in the future so that you can touch base with twice as many contacts in a day. And when you are on the road pop your notes directly into the app so you don’t have to try and remember later the little things that make a big difference.

Slipping through the cracks

The only way to convert is to engage with the prospect. Build that relationship and be there when they are ready to sell. To maximize your relationships, you need to check in frequently, catching up, providing ideas and sharing potential properties with clients. You need the right information, at the right time, at your fingertips. And you need to be doing all that for as many of the right clients as possible.

One catch: You’re only human. (Sorry) But that is why equipping yourself with the right tools and using them effectively is what makes you superhuman. Pipedrive has activity alerts, reminder emails and even calendar sync to ensure you know where you need to be even if you don't have Pipedrive open.

Pipedrive is an activities based CRM and this means that when people focus on what they can control, they’re more productive. They do more of the things that ultimately lead to the sale.

Customisation

You do things differently to them. That is your point of difference.  You need the ability to completely customize the data fields, pipelines, automations and workflows to give you tailor-made CRM. Then you need to be able to change things when you think of a better way, all of this is possible with Pipedrive. And it’s easy.

 

Then what about those ‘other system’ you have been using for years that you want to also keep using? Lucky you. Pipedrive is designed to work seamlessly with other software like Gmail/Microsoft, Slack, Panda Docs for signing contracts or Autopilot for sending promotional postcards or creating nurture campaigns. It also has an open API for other software that doesn’t have a native integration. Just ask us, we’ll either make it work or tell you what does.

Pipedrive's activities remind me of all the little things I need to do each day. And the little things matter."
                                             -  Jacqueline, Realista

A need to Visualise what is Urgent

Treating all columns in a sales pipeline equally is a hard but important skill.  You might be about to close 3 deals but if the start of the pipeline is empty you’ll go hungry in a few months.

Pipedrive does a incredible job at presenting this information to you beautifully. At a glance, you’ll see at which stage any deal is, whether you have enough deals on the board to achieve your goals, the possible value of each stage and which deals need your attention now.

The insights on these pipelines will make the steps of the process obvious for you that need improvement, and indicate what your earnings can be.

Industry: Realestate Sales

Company Size: 4 to 10 employees

Location: Colarado, USA & Marbella, Spain

Key Features: Mobile app, file & pipeline customisation, email templates, workflow automations, activity alerts, calendar sync, Zapier, telephony (incl SMS), automated marketing.

Apps:

On the Road

Working in real estate means a lot on time on the go, Pipedrive’s mobile app means that wherever you out, simply pick up your phone and in a couple of clicks all the information is at your fingertips. You could be listing a property and entering in the number of bedrooms, bathrooms and roof style while speaking to the owner. Won’t you look professional?

Maybe you’re heading out to a meeting but can’t remember the owner's daughter’s name who just won a trophy. Pipedrive will pull up your notes on the client, so everything you need is top-of-mind.

The mobile app is just as functional as the desktop version, it just fits in your pocket a bit better.

Pipedrive Mobile CRM App - check out more info here.

Pipedrive Real Estate.JPG

Pipedrive has a great native and Zapier integrations which means if I like a software I can probably make it work with Pipedrive. Having the choice of what is in your tool kit is important. So far we've linked Click2Mail, Avochato, JustCall, Websites CMSs and more.  All of my data sits in a central vault, Pipedrive is the key.

                                      - Brent, Zech Buys Houses

Want to know more about Pipedrive + Realestate

  • Motii Blog - As a real-estate agent, you know good relationship are everything, but great relationships are what bring word of mouth and referrals. Learn here in Motii's blog why Pipedrive is the best relationship software.              - Read it here

  • Pipedrive Blog - Here are 5 Pipeline Management Tips for Real Estate Agents - Read it here

  • Autopilot Blog - Not everyone is ready to buy today, so re-engage old buyers and stay front of mind - Read it here

 

Motii work with Real Estate agents in the US, Europe & Australia, and everywhere is different.

 

​We take a unique and successful approach to setting up Real Estate companies in Pipedrive. We give the power to the agents, providing visibility and clarity every step of the way.