4 Signs Your CRM Isn’t Working for You

frustrated using a crm

4 Signs Your CRM Isn’t Working for You

There’s nothing more frustrating that trying to use a commercial real estate CRM that just isn’t working. Adding a CRM to your business is supposed to help you in a number of important ways. In an industry that depends on creating new relationships and staying in touch with long-term clients, an all-in-one organizational program that improves communication is an essential tool. However, not every CRM platform is created equal. Some aren’t designed for you, and others simply aren’t that good.

If you find that your CRM system is working against you and making life more difficult, it might be time to consider switching platforms. Here are some big red flags that suggest your current solution isn’t a good fit.

1. Your Client Info is Missing or Hard to Find

One of the most important features of a good CRM is the ability to organize clients and look them up based on specific details. A CRM that’s unable to provide you with this information is making your work harder. You want a CRM that has the ability to search for contacts based on location, lease expiration, requirements, company name, and even property relationships like “owner”, “tenant”, etc.

2. You Have to Input the Same Information in Different Fields

The purpose of having a CRM system is to help you work more efficiently, and having to enter redundant information greatly inhibits that. If your CRM isn’t compatible with your email, property marketing, and real estate demographic and analytic programs, then it’s not the right software for your business. You want a program that can import contacts between email, property, and social media platforms and automatically sync your programs, so you can spend more time in the field closing deals.

3. Your Conversion Rate Is Taking a Hit

In the world of commercial real estate, staying on top of the correspondence you have between clients and prospects is critical. If you’re unable to keep track of your leads then the chances of closing a deal fall significantly. Prevent this drop in sales from happening by relying on a CRM that lets you manage important information like dates and relevant facts, while helping you manage and track your deals throughout various stages.

4. It’s Too Difficult to Use

What’s the point of spending money on a CRM system if it’s too confusing to use? Less is more, especially in the field of CRE technology. Don’t buy a fancy CRM platform because it has many extra features. Instead, buy one that helps you perform your tasks more efficiently. You’ll find that a lot of these extra features that come with many CRMs aren’t functional for your line of work, and they just make it harder to navigate the program. This is why you should choose an industry-specific program that was designed specifically for people working in CRE.

Making the Switch to a Better CRM

Choose a CRM that helps you keep track of your day-to-day activities while also organizing your network of contacts. ClientLook is designed specifically for CRE and can help you better manage your priorities, without learning how to reinvent the wheel. Check out the free trial and see how it can help boost your relationship with clients and prospects.

About the Author

Michael Griffin

Michael Griffin - ClientLook, Founder

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