Maybe the Best CRM for Your Business is Two CRMs
Choosing the right CRM for your real estate brokerage is critical, but what if you could harness the power of two CRMs to boost efficiency? The best CRM is the one your team will use consistently, and for many brokerages, a dual-CRM strategy—paired with automation—is a game-changer. Surveys show 20% of sales teams use multiple CRMs, and real estate is no exception. Here’s why this approach works and how automation makes it even better.
Benefits of a Dual-CRM Strategy
Maximize Broker and Team Tools: Use a broker-provided CRM alongside your preferred platform to leverage both systems’ strengths.
Segment Leads and Clients: Dedicate one CRM to lead generation and another to client nurturing, streamlining your pipeline.
Combine Top Features: Pick and choose the best tools from each CRM, like superior email automation or transaction management.
Accommodate Preferences: Let agents use their favorite CRM while you manage with another, increasing adoption.
The Power of Automation
Managing two CRMs manually can create data silos and wasted time. Automation solves this by syncing data and workflows between systems, offering:
No More Redundant Entry: Automatically transfer leads, contacts, and deal details.
Consistent Data: Keep client info and statuses updated across both CRMs.
Streamlined Processes: Trigger tasks in one CRM based on actions in the other.
Better Collaboration: Ensure your team accesses unified data, no matter the CRM.
A dual-CRM strategy with automation cuts administrative tasks, improves accuracy, and lets your team focus on closing deals.
Ready to Transform Your Brokerage?
Want to make your dual-CRM setup seamless? Talk to us about systemwide automation for your brokerage. Our experts can integrate your CRMs, streamline workflows, and drive growth. Contact us today!