The concept of a dashboard is not new. Every car has a dashboard, and it is the easiest, safest way to know pretty much everything you need to know about your car. You wouldn’t buy a car without one. A real estate CRM can give you the same transparency into the inner workings of your business. Get an at-a-glance view of everything you need to know, updated in real-time. Data is your best friend. Use it!
Your dashboard is more than the sum of its parts. Let’s take a look at how you can make the most of it, and use it to keep your real estate business organized:
Quality Over Quantity.
Almost all major tech platforms are now using dashboards as a way of providing their users with the ultimate user experience. Microsoft Windows and HubSpot, for example, are harnessing the power of the dashboard to give their users the tools they need to get things done smarter. Your CRM should be no different.
When choosing a CRM, it is important to select one that is designed specifically for real estate. Ever try explaining what you do to anyone outside of the business? No one really “gets it” like other agents. That is why it is important that your CRM speaks the same language you do. Choose one that has been designed by agents, for agents. You’ll thank yourself later. Once you do, you will wonder how you ever operated with one!
See It All. Instantly.
Let’s talk specifics. What exactly can I do with the dashboard of my real estate CRM?
- Easily search all of your leads
- Track lead quality by source
- View and edit calendar
- Monitor progress towards sales goals
- View lender statistics
- Track team performance statistics
- Quickly add new leads to your CRM
- View notifications of past-due contingencies, escrows, and other tasks
Tracking team performance… it’s easier than you might think.
You want to make sure you are getting the most out of each of your team members. But how? In order to gain transparency into your real estate business, you need to be able to see who is doing what, how often, how well, and so on. Using a team-tracking widget, you can see how well your team is performing, and what areas need attention. Why waste your time monitoring (and perhaps micro-managing) team members who are doing well and thriving? You should be able to see with a quick glance who is up to par, and who is not. Use that information to determine who actually needs your time and attention. A quality real estate CRM displays this information in an easy to understand visualization. Use this to your advantage. Like a boss.