6 Questions To Ask When Choosing Your Real Estate CRM

 In News

Digital is transforming our world daily. This means increased pressure for every business to adapt and find their niche within this space. With the added push of time constraints, we’re constantly reminded that our time is precious. As a result, we need to innovate and find new ways to use it wisely.


Just in case everyone is not familiar with the term. Double work is the idea that you do the same thing more than once. With admin tasks taking up a lot of our time each day, few of us can afford to do the same thing twice. We’ve all heard the saying “time is money.” This is especially true for real estate agents. In the case of a Customer Relationship Management (CRM), tedious admin tasks no longer need to take up a lot of our time each day as they can be completed once in real-time. CRMs have become indispensable in many industries, particularly in sales-driven ones, like Real Estate.

For busy real estate agents, a CRM is absolutely an acronym worth knowing.

But, which qualities should you look for when choosing a CRM? Here’s 6 key questions you need to ask when evaluating different CRM solutions for your real estate business.


    Does all the functionality of the CRM work in real-time and without any error messages? The saying, “you get what you pay for” rings true here. Make sure that you get exactly what was promised and paid for.


    Does the service provider have a team of developers? With technology evolving at a rapid rate, there are always a few glitches that come with it. Without a qualified team behind your CRM, you’ll be left behind. From our experience, we know the true value of a quick turnaround time, especially when there’s more than one developer supporting our product.


    Is the CRM scalable on all devices? There’s nothing more frustrating than a CRM that doesn’t adapt to every device it is used on. This is especially important for those that need to access their system on the go.


    Is it user-friendly and easy to navigate? If it’s not, it’s simply not for you. Those in sales need to hit the ground running as soon as they purchase their CRM license. With ease of use being an important factor to consider, you’ll be more likely to use your system if you feel comfortable that you can.


    Are you able to get hold of the service provider when you need assistance? It is vital that you get support when you need it most. If not, your issues will remain unresolved and go on to slow your processes.


    Do you have termination rights to cancel the contract? Should you find yourself unhappy with the product or level of service, you need to be able to get out. Be wary of getting locked into a contract that makes you pay for something you don’t want to use.


Our favourite CRM happens to be one of our own. Whilst some might call it biased, we know there’s a reason why The Virtual Agent is the #1 Data & CRM Tool for Estate Agents in South Africa.

We pride ourselves on providing nothing but the best customer service. Our clients get assistance from us at anytime, from anywhere, via our support line, email or Live Chat feature.

Our team of 90 developers is ready and waiting to address any glitches so that it’s back up and running in real-time, with no fuss. This makes downtime a thing of the past with The Virtual Agent.

With scalability on any device at any time, you can access it no matter where you are working for the day. Our CRM is also extremely user-friendly. So much so, that when we built it, we used our target audience’s website behaviour to develop our system. We also believe in termination rights so you’ll be able to cancel your 12-month contract. It’s as easy as giving us a month’s written notice.

Why do we offer all the qualities of a good CRM? Because we know that this is about you, not us. We want our CRM to improve your time management and help you focus on what you do best… selling homes.

Try The Virtual Agent today for FREE.