Whether you’re looking to get started with a new CRM or wondering if you’re getting what you need from your current system, here’s what you should look for in a CRM—and some tips on how our own CRM, LionDesk, helps you do what you need to.
A CRM is more than just a way to organize your contacts—this platform can be used to get a complete picture of your opportunity pipeline, inventory, and track record. With a CRM that suits your needs, it’s easier than ever to offer your clients a personalized experience.
1. How customizable is it?
Your CRM needs to serve you—it should make managing your business, reaching your contacts, and maintaining your brand easy. To do that, it needs to help you look consistent to your clients, whether it’s your logo, your email signature, your messaging, or your landing pages.
Did you know?
With rich messaging options and click-to-call, LionDesk can help you make sure your campaigns are easy to recognize—and are reaching the right audience. You can customize any field, set up automation for new sales, and prioritize your most interested contacts.
2.What integrations does it offer?
If you need to exit your CRM every time you send an email or check your calendar, you’re losing a lot of time—and momentum. Your CRM should integrate the software and tools you already use, making sure you can do everything in one place.
Did you know?
LionDesk connects with Boost, Transactions, and more—so you can launch ads, capture new leads, manage campaigns, and kick off deals without distractions or hurdles.
3. How easy is it to use?
Your CRM should be intuitive and should make the tools you use most a priority. From task reminders to contact fields, for types, sources, tags, and beyond, you need to know that your CRM suits your needs—and that it’s working just as hard as you are.
Did you know?
With LionDesk, you can completely customize your most-used tools to work the way you need them to.
All of this sounds great—but finally, and perhaps most importantly, is the last feature to look for:
4. How quickly can I get started?
In an always-competitive real estate market that’s only getting more persistent, there’s a lot on your plate. You might find you don’t have all the time and energy you’d like to spend setting up your CRM—if that’s the case, you need to know that your CRM has a way to help you get things started off right.
Did you know?
Because it’s designed with your time constraints in mind, LionDesk can help you reach out to clients on the very first day. Plus, with our expert Concierge Account Set Up Service, we’ll help you set up your CRM for your long-term success. The hardest step is the first step, let us take it for you. You’ll be glad you did.
Could LionDesk be the right CRM for you?
Today is a great day to find out: We’re excited to offer an exclusive discount for our Concierge Service—as an add-on to your LionDesk Free Trial, or as a complement to your existing system.
Our experts will help you optimize your CRM at set-up and beyond and to help you provide every lead a personalized and connected experience.
Start LionDesk on the right foot with our Set up Concierge.
