So that you can focus on the needs of your customers, you need powerful sales tools that have your back. In this article, we explain which software solutions make your work as a real estate professional more efficient and should definitely not be missing in your office.
When it comes to digital transformation, many real estate companies are falling short of their own expectations. This is the result of a recent study on digitalization in the real estate industry.
The assessment of one’s own digital maturity level is therefore often in contrast to how digital applications in the areas of data management, data analysis or process automation are actually used.
What sales tools do real estate professionals need?
There are many ways to drive forward your own digitalization. The following tools help to digitize important processes step by step and serve as a basis for further automation.
Incidentally, you don’t need individual software for each tool – Investagon ‘s platform provides all important sales functions centrally. Investagon offers interfaces for all tasks that require special software such as a CRM, so that your processes function smoothly and across all software.
1. real estate software
One tool that brokers, real estate consultants and sales organizations should not be without is a real estate software. This refers to software specially developed for real estate sales, such as Investagon, which offers the following functions, among others:
- Creating and sharing (digital) exposés
- Managing objects and object data
- Organizing sales documents, photos and floor plans
- Calculations relating to financing
- Overview of the sales status of properties
With real estate software, you can organize many of your daily tasks and documents in one place and keep better track of your sales progress. Investagon also allows you to collaborate with sales partners and connect other tools. For example, the following.
2. CRM software
Anyone who interacts with customers needs a tool that maps customer data and communication histories. This information makes it easier for you to maintain the relationship with your customers. This ensures that you can meet all the needs of potential buyers and existing customers at the right time.
HubSpot or Salesforce, for example, are used for these purposes, while tools such as OnOffice are widely used in the real estate sector. Investagon offers flexible interfaces (APIs) to CRM programs so that you can also conveniently use your customer data in your real estate software without multitasking.
3. analysis and evaluation software
The real estate industry, like many other sectors, thrives on data. When selling properties, it is firstly necessary to be able to evaluate historical data. On the other hand, you should be able to derive forecasts from the data that make it easier for your customers to make a purchase decision.
For example, if you can show your prospective buyers why a property is financially worthwhile and what potential returns they can expect, they can better compare their options and make an informed decision.
Other important functions for sales experts include real estate valuation, which enables them to determine the value of a property transparently and reliably. Investagon offers all of these functions.
4. software for project management
The more customers, partners and objects you have to keep an eye on, the more important a project management tool is. It allows you to keep track of projects, plans and to-dos. Trello is a popular project management tool that can be used individually or as part of a team.
Sales experts in the real estate sector can also view and manage the status of reservations directly in Investagon.
5. marketing tools
To ensure that as many people as possible find out about your services, you need to market your offer. Tools such as HubSpot, which you can use to send out mailings, can help you with this. Investagon can be seamlessly connected with CRM tools.
In addition, social networks are a good place to find prospects interested in investment properties and to drive leads to your website.
All-In-One: What Investagon offers
Are you still at the beginning of your digitalization journey? Then you need a central tool like Investagon, which bundles several functions and can be flexibly expanded.
Investagon provides you with a central solution with which you can digitize and simplify many of your daily tasks and connect other solutions for additional processes. Investagon offers you:
- All the functions of real estate software
- Integrations to your CRM to seamlessly manage your customer data and marketing activities
- Analysis and valuation options for your properties
- a reservation process to keep an eye on your sales progress
If you use TeamProQ as a data platform, for example, you can use Investagon as an extended tool for modern, conversion-optimized consulting for your end customers and data exchange with small to large sales companies.
Investagon’s interfaces also allow you to integrate CRM tools such as HubSpot and Salesforce. Or you can initially work with Investagon as a CRM system and only add CRM software later as your customer base grows.
Stay flexible
Whichever software combination you choose: It is important to rely on flexible and scalable solutions. After all, your industry is fast-moving and is currently undergoing change. Adaptable IT systems are essential in order to be equipped for all eventualities and ready for trends such as artificial intelligence.
Talk to us if you are facing the challenge of making your sales organization digital and future-proof. Our experts have experience in the real estate industry and know what sales professionals like you need to become more productive.
