Benefits Of Industry-Specific CRM For Real Estate – For Efficient Integrations.

CRM   |   Updated on: 10 January 2024

Real estate developers and brokers know that the first step to optimizing their business is using a CRM software solution. While such a solution is extremely helpful for the growth of their business, they must be fully aware of the software’s capabilities and to what extent it can be grown. And one way through which developers can augment their business more fruitfully is by integrating their Real Estate CRM system with third-party apps and service providers.

In this blog, we'll go through each of the strengths of integrating CRM with other services.

What is CRM Integration?

CRM integration is the process of linking your customer relationship management (CRM) system with other software programs. This allows information to be shared between the applications, making it easier to manage customer data and track interactions.

There are many benefits of integrating CRM with third-party service providers. For example, it can help you :

  • Save time by automating tasks such as lead capture and follow-up
  • Eliminating the need for custom development to integrate disparate systems
  • Improve data quality by providing a single source of truth for customer information

Furthermore, CRM integration can enable you to better understand your customers by providing insights into their behavior and preferences.

Types of CRM Integrations

Many types of CRM integrations can be beneficial for a real estate business. Some of the most popular CRM integrations include:

  1. E-commerce

    With e-commerce integration with CRM, businesses can keep track of their customer's purchase history, preferences, and trends. This information can be used to improve the customer experience, target marketing campaigns, and personalize sales interactions. Additionally, integration can automate tasks such as order management, inventory management, shipping, and payments.

  2. Property Website

    You can use a property portal integration to keep track of your customer's site activity, or you can use a property site management system to stay in touch with their customer's site information.

  3. Banking Integration

    With banking and loan integrations, you can streamline your financial processes and make it easier to manage your customer data.

    Marketing integration - By integrating your marketing and CRM systems, you can automate repetitive tasks, track customer interactions, and get a 360-degree view of your customers.


    Customer Service Integration - Create a seamless experience for the customer, no matter how they reach out or what channel they use.

Benefits of Having Third-party Integrations

Third-party integrations empower businesses to take advantage of a wider range of capabilities and data, which can lead to improved customer relationships and increased sales.

Some of the key benefits of CRM integration with third-party service providers include :

  1. Better communication

    Virtual property tours

    Integrating your real estate CRM with third-party service providers can do wonders for your business communication. You can connect with clients and customers more easily, collaborate with team members in real time, and manage tasks more efficiently.


    Aside from the easily trackable conversations, you'll also be able to monitor and record interactions with leads. This is valuable for quality control and training purposes. Knowing what's being said to leads by sales reps can help you coach them more effectively and overcome objections more efficiently.

  2. Better Customer Care with Improved Organization

    Virtual property tours

    It is no secret that good customer care is the key to success for any business. Real estate CRM integration with third-party service providers can help take your customer care to the next level. Here are some benefits of real estate CRM integration with third-party service providers:

    • Increased Efficiency
    • Enhanced Customer Service
    • Greater Insights
    • Enhanced Security
    • Improved Collaboration

    Hence, customer service integrations ensure that no customer falls through the cracks and that everyone is on the same page when it comes to selling real estate.

  3. Automating Processes

    Virtual property tours

    When it comes to real estate, time is of the essence. The sooner you can get a lead in front of a qualified agent, the better your chances are of closing the deal. That's where automating processes come in. By integrating your CRM with third-party service providers, you can automatically send new leads to the right agents and get notifications when a lead is contacted or changes status. This not only saves you time but also ensures that your leads are always being worked on by someone who has the best chance of closing the deal.

    For example, if you use a service provider that offers automatic appointment scheduling, you can eliminate the need for your staff to manually schedule appointments. This can free up their time so that they can focus on other tasks, such as providing a high level of customer service.

    The idea of automating processes is not only limited to sales and leads but also extends to marketing, customer services, payments & transactions, and much more.

In Conclusion

Overall, there are many benefits to integrating a real estate CRM with third-party service providers. By doing so, you can streamline your workflow, manage your contacts more effectively, and even save time and money.

If you're looking for ways to improve your real estate business, integration with third-party service providers is worth considering. Reach out to Sell.Do, India’s only complete end-to-end CRM solution with robust real estate integration capabilities.

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