As an estate agent, you’re always on the go. Whether you’re hopping between client meetings, running back-to-back viewings, or handling last-minute scheduling changes, the right mobile tools can make all the difference. With mobile accessibility, you can simplify administrative tasks, access crucial information and provide a smooth experience for clients – all without needing to be at the office.
Gone are the days when managing viewings, updating client notes or accessing property records required you to sit at a desk. Now, your entire office can go wherever you go, helping you stay organised, efficient and client focused. Here’s how mobile access to your estate agency CRM can empower you to work smarter and achieve flexibility outside the office.
The Need for Mobile Flexibility
Today, estate agents don’t work a 9-5 job confined to office walls. To meet client demands and stay competitive, you need tools that let you work on the go. Imagine having the ability to:
- Instantly check your office calendar for updates or new appointments.
- Review complete property records before a client meeting.
- Communicate with clients without needing to return to the office.
With mobile accessibility, you can tackle everything from managing viewings to updating notes, helping you stay on top of your workload while out in the field.
Key Features of an Estate Agent Mobile CRM
1. Calendar Access and Appointment Management
A mobile CRM with calendar access allows you to view your daily schedule and a colleague’s diary in real-time, add or adjust appointments, and ensure you’re always in sync with your office. Whether rescheduling a last-minute viewing or confirming an important meeting, it’s all just a tap away.
2. Full Property and Contact Records
With access to property and contact records in your mobile CRM, there’s no need to carry around printed documents or call the office for details. Instead, you can quickly pull up information on a property, check recent client interactions and have all the facts ready to go, making you look prepared and professional.
3. Checking Property Keys Made Easy
Keeping track of property keys can be challenging, especially on days packed with multiple viewings. With mobile access, you can quickly check the key numbers needed for each property and ensure you have the right key on hand. This helps you avoid mix-ups, giving you confidence that you’re prepared without needing to check in with the office.
4. Built-In Communication Options
The ability to communicate directly within the app via SMS or WhatsApp means you can keep clients updated instantly. Whether it’s confirming viewing details, sending a quick follow-up, or sharing property information, communication is quick and easy.
5. Effortlessly Store Notes and Viewing Feedback
From capturing feedback after a viewing to noting client preferences on the spot, a mobile CRM with built-in journaling makes it easy to keep your notes organised and instantly synced to your desktop CRM. This ensures that every detail from each interaction is stored in one place, automatically updating your records in real-time. No need to wait until your back at the office – stay organised and ready to follow up right from the field.
6. Map Integration for Navigation Ease
A feature as simple as map integration can save you time, especially on days filled with multiple locations. With navigation just a tap away, you can go from one property to the next smoothly and avoid unnecessary delays.
How Mobile CRMs Enhance Productivity
With mobile tools on hand, you can handle your day-to-day tasks with greater efficiency. Imagine this: you’ve finished a viewing, gathered feedback and jotted down a few notes on the client’s preferences. Immediately afterward, you’re able to update your notes, adjust your schedule, and text the client with additional details – all before you even leave the property.
This kind of streamlined workflow means that when you finally make it back to the office, there isn’t a mountain of admin waiting for you. Instead, you’ve tackled it all on the go, freeing up your time for more client-focused activities.
Estate Agency CRM in Your Pocket: A New Way to Work
Whether you’re new or an experienced agent, a mobile app can help simplify your work, improve client interactions and ultimately give you more control over your time.
For estate agents, having mobile access to key CRM functionality means more than just flexibility – it’s about enhancing the way you work. By adding on-the-go access to your CRM, you can simplify tasks, improve client interactions and ensure that all your updates are automatically synced with the main platform.
If you’re ready to see how mobile CRM access can elevate your workday, discover Reapit Go. Available exclusively through the Reapit Platform, Reapit Go provides essential CRM functions designed for agents on the move. Watch our Elevate ’24 event on-demand to explore how Reapit Go helps agents stay organised, reduce admin, and work more effectively from anywhere.
