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Back to Basics: Your CRM Questions Answered! PropertySimple’s CRM FAQ

In case you hadn’t already heard, PropertySimple recently announced the launch of our NEW & IMPROVED CRM plan! For only $59/month you can organize your leads, streamline your follow-up, and close more deals than ever and all in one system! Our CRM gives you the leading edge to capture, track, and convert leads with automatic text follow-up, Artificial Intelligence to highlight your most valuable leads, call transcriptions, and more!

If you’re already hooked, you can get started with your new CRM here. However, if you’re still hesitant or just want to learn more, don’t worry, we’ve got you! In this blog, we’ve put together a little FAQ for questions agents have asked us about our product and some things we think you should know in general! So let’s get started:

Q: What does CRM stand for?

A: CRM is short for Customer Relationship Management. It is a software or system that helps agents to manage their clients and easily turn leads into long term clients. Think of a CRM as an online database where you can easily communicate with clients and build a relationship from start to finish!

Q: How does a CRM work?

A: A CRM allows agents to track client and potential client interactions through various available channels, such as contact forms, emails, phone calls, and more. It provides a set of tools to manage the entire sales and marketing funnel, from lead qualification to nurturing, and deal closure. Through your CRM you can manage conversations with clients and automate communication by following predefined emails and messages generated by the system.

Q: What are the benefits of a CRM system?

A: There are almost too many benefits that we don’t even know where to start! Let's start with cost reduction - Automated and regulated communication processes allow you to reduce operational costs by decreasing the number of routine operations (such as texting or managing social media ads), which you have to perform manually.

Next we have quality of service and performance improvement. Using a CRM system allows you to make relationships with your real estate clients the first priority! Having a complete database on each client will help you deliver a truly personalized client experience, which leads to increased customer loyalty and more deals closed. Instead of wasting time trying to find information on all of your clients, a CRM allows you to access it all in one place instantly. You never have to worry about missing a message or call from a prospective buyer/seller. 

Finally, let’s talk about the increased number of sales. With your CRM generating and organizing your leads, you’ll see a huge increase in new customers which in turn will be an increased number in sales. By having the ability to track and view your lead details, notes, follow-up tasks, logged calls, and text messages all in one place, you’ll always be on top of your “hot leads” and which clients are ready to buy or sell in the moment or near future! Your ROI will pay for itself in no time!

Q: Can I upload my own leads to PropertySimple's CRM? 

A: Yes! You can add all of your former clients and new clients to your CRM. Once you are set up with your CRM you can also ask our Customer Success team to walk you through the process and assist you in uploading your leads. Also remember that our CRM pulls in leads from social interactions on content posted to your Facebook Business page. Once a contact is created, we'll alert you to take action!

Q: Is there any automatic follow-up? Can you email or text from the CRM?

A: Yes! With PropertySimple’s CRM, each time you get a new lead, we immediately enroll them in an 8-step email and text message sequence designed to nurture and convert! You can edit this sequence and also choose which messages you want to send and when!

If you have any additional questions, feel free to make an appointment with one of the members of our Customer Success team and they will be happy to help get you sorted out and started with your new CRM plan! 


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