SugarCRM for Real Estate

CRM in Real Estate Industry

That is not all; referrals play an important role in the success of a real estate agent. Most people like to have someone on board who they can trust; after all home, buying is a long-term investment and the last thing a person needs is an uncomfortable living space. When it comes to relationship building and giving clients an incredible customer experience, there is no better choice than SugarCRM for the Real Estate industry.

The CRM needs of Real Estate Agents and Brokerages

Moreover, the agent wants to know what activities he needs to do in order to take hot leads further down the Sales Funnel. He should also be able to tell if there are any future renewals due and whether he stands a fair chance for that particular renewal by visualizing client satisfaction. The CRM should tell if the client is dissatisfied and what steps he should take to retain business with them.

This is not at all an exhaustive list of the functionalities that a Real Estate CRM should have. Before moving to the video demonstration of SugarCRM for Real Estate, let’s revisit some must-have features for a Real Estate CRM and see how SugarCRM fares with respect to all of these.

Must-Have Features for Real Estate/ Property Management CRM

1. Mobile functionality

Needless to say, your Sales agents without mobile capability are like soldiers without swords. Mobile capability in a CRM lets real estate agents take advantage of the organization, efficiency, and accessibility of a CRM while they are on the move. Cloud-based SugarCRM provides the capability to track customer activity and timely updates by using SugarCRM mobile App or simply using a browser on their mobiles and tablets.

2. CRM should be built around Sales Agents — Not the Other Way Around

Remember, we talked about the vitality of relationship building in Real estate industry and for this reason, a Sales agent should be able to have every tool he needs at his disposal. SugarCRM is designed on the i2i philosophy to provide customer-facing individuals with the most individualized tools that help them close deals.

Furthermore, SugarCRM provides the most flexible platform to Sales agents who can easily customize workflows and dashboard interface to enhance their productivity and save time. With SugarCRM, a sales agent can have all the information he needs including past behavior and preferences of the client before making an informed pitch- making closing deals all the easier.

3. Data intelligence

Not only this, SugarCRM lets the Sales agent know the stage of buying process a client is in. This insight can help Salespeople identify whether he should focus on lead nurturing or move towards closing a ready prospect.

4. Email Tracking

5. Unlimited Integration

SugarCRM has an open-source architecture which allows almost any other software to seamlessly integrate with SugarCRM and that too in a cost-effective manner.

In our experience, most brokerages demand integrations like Gmail for Email services, QuickBooks for accounting needs and for data management. What Sugar does is make it easy to operate everything from within the SugarCRM dashboard and keep all the platforms synced and updated in real time. This increases the productivity of the whole team and lets them focus on relationship building with clients instead.

Why Companies choose SugarCRM for Real Estate: Short Case Studies of two Companies

1. Selangor Dredging

Selangor Dredging, a Malaysian based property management company chose SugarCRM for Property management needs. They knew that they could take their motto of “Driving Excellence and Building Lifelong Relationships” further with Sugar.

Selangor Dredging wished to improve its Sales and improve its customer service at all levels. It wanted a CRM solution which could integrate with its property management system and streamline all processes related to Property Management. Moreover, the company needed visibility and actionable insights from customer data which could be utilized for reporting.

Achievements after Implementing SugarCRM for Real Estate needs:

2. UEM Group

UEM group was a real estate and investment development group comprising of 2000 employees. They needed a solution to improve performance in all their departments including Marketing, Sales, Customer Support and Finance and a solution which could integrate with their existing Property Management Solution. In addition, they needed a CRM which will assist them to track and report customer activity across all channels to formulate effective strategies.

Achievements after Implementing SugarCRM for Real Estate needs:

The Bottom Line



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A SugarCRM, Salesforce, and Magento Certified Developer & Partner Firm. Tweets on #CRM #Sales #Marketing #Social + many more.