Why Your CRM Needs to Be as Flexible As Your Yoga Instructor

We can learn a lot from Yoga Instructors. They teach flexibility and focus.

If we consider your CRM, it too can benefit you by providing flexibility in it’s operation and focus via customisation. Learn how to customise your CRM to ensure your offering is specific to each individual client and their needs.

The Power of Custom Fields

In every real estate market, the specific needs and preferences of your clients can vary significantly. A one-size-fits-all CRM often falls short, and you are restricted in what you can store on your contact or property records. If your CRM allows you to add custom fields, you can capture additional, important information that helps you engage better in your messages to prospects and customers.

An example of this would be where your market is for lifestyle properties. Your agency markets coastal, suburban and semi rural properties. A custom field on your property and contact records could be “Lifestyle Type” and the options could include “Coastal, Retirement, Tree Change, Hobby Farms etc” The benefit is that by knowing someone’s motivation for moving or buying allows you to target market these contacts with appropriate messaging when a suitable listing comes onto the market or a hot buyer is looking in your area. The custom field could be presented like below.

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Improved Data Quality with Custom Field Selectors

Ensuring good data quality is really important for making your CRM work its best. Custom field selectors allow you to categorise data accurately and ensure everyone in the team is adding the data correctly. By tweaking field selectors to fit your needs, you can make sure data is entered properly, cutting down on mistakes and boosting the reliability of your CRM.

This customisation also ensures that your data is easily searchable and sortable, making it simpler to segment your audience and target your communications.

Flexibility In Owner Reports

Handling sensitive data requires a high level of professionalism. Relying on rigid, stock standard Owner Reports can adversely affect the real state of the campaign and reflect badly on your service.

Having flexibility with your Owner Reports and being able to customise the information allows you to accurately reflect how the property is being marketed.

Flexibility in the Owner Report could include, having sections to allow for editable text, the ability to update feedback and options with regards including or excluding whole sections of the report.

Custom Templates For Consistency in Communication

Keeping in touch with prospects and customers consistently is really important for keeping your brand strong and making sure your message is relevant. Customisable templates for emails, SMS, and letters help your team stay “on brand” and “on message” in all their communications.

These templates save you time and help your whole team stay on the same page, cutting down on any mix-ups and making your outreach look super professional. Whether you’re sending a marketing email or a targeted SMS, custom templates ensures your brand is always presented clearly and consistently.

The Future For CRM Is Flexibility With Customisation

As your business grows and evolves, so too will your data and CRM needs. A customisable CRM ensures that you can adapt to these market changes and move quickly in your targeted communications with prospects and customers.

By investing in a flexible and customisable CRM, you are future-proofing your business. You can quickly adapt to new market conditions, or shifts in customer preferences, ensuring that your CRM remains a valuable asset for years to come.

Phoenix Software is dedicated to offering a real estate CRM that is both highly flexible and customisable. Schedule a meeting today to discover how effortlessly you can tailor your CRM to meet the unique needs of your clients and team.