3 In-Built Calling Features To Look For In A CRM

CRM   |   Updated on: 13 March 2024

What makes for the best CRM software? Is it the brand name or its feature-set?

It’s bit of both, and more for that matter.

What makes a software best for a business is how it solves problems particular to that business, which in this case is the calling feature integration.


Calling is an integral part of the real estate sales process. No matter how you generate a lead, you will not be able to convert the lead until a salesperson makes the call and starts a conversation. Reason why, it is very important for a real estate CRM software to have in-built calling features. Otherwise, your sales executives would have to keep track of all calls manually by feeding in input data into the CRM at every node, which beats the whole purpose of having a CRM software.

These 3 calling features are a must-have in any CRM for real estate:

  1. Virtual Number Calling

    Virtual numbers usually forward incoming calls to pre-set telephone numbers assigned to individual salespersons. Callbacks or new calls from such numbers usually have a lesser chance of being ignored. Many a time, it so happens that a lead blocks the number of a salesperson and marks it as spam. The reasons are plenty. It could be because the lead has chosen some other project, wants to postpone the buying process or something else. When a number gets marked as spam, it shows on every person’s smartphone whom the salesperson may call in the future. It reduces the chances of leads picking up the call. But if you have a CRM with virtual number calling feature, the chances of the number getting marked as spam reduce considerably.

  2. Call Forwarding

    When a lead calls the number you have provided in your marketing communications, they must be attended to. instant replies create a positive brand image in the lead’s mind and helps to sustain interest. However, a salesperson may not be available at a particular time due to ongoing calls, meetings, travel, lunch hours or other personal reasons. In such a case, the call forwarding feature can come to your rescue. It automatically routes the call to another available salesperson which can prevent losing the lead. Which is why, a CRM with calling should feature call forwarding as well.

  3. Offline Calling and Data Sync

    When a salesperson’s smartphone is connected to the CRM’s cloud through the internet, the calls they make can be automatically tracked in the system. But what happens when they don’t have internet connectivity? They would have to manually keep a record of all calls made which is a tedious task. A CRM with an offline calling feature stores offline calling data on the phone’s memory and when the app gets connected to the cloud, the data is synchronized automatically.

These features contribute to the automation process of a CRM in their own small yet significant way. These are designed to make life easy for salespersons while amplifying their performance as well. It is features like these, which are often ignored, that take a CRM from good to great.

Sell.Do stands out as the best real estate CRM software because of these features, which facilitate salespeople. Developed exclusively for real estate by industry veterans, it solves real issues faced by businesses with its features and updates.

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Comments (1)

Sell.Do - user-circle-solid  Dheepa posted about 3 years ago

Thank you for this Very valuable and solid strategies and tips to know about CRM.

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