4 Things Your CRM Must Do To Stay Relevant by inmanNews

4 Must Have CRM Features Moving Forward

1. Unified communication

Almost everyone with a pulse has more than one email account. Additionally, every day messages come in on Facebook, Twitter and LinkedIn that are related to business. A unified inbox and a record of correspondence, across platforms, within each contact’s file is critical.

2. One click importing of social media connections

Many agents have grown their social sphere of influence more than their database. Through the readily available social media APIs, adding contacts from Facebook, Twitter, Google+ and LinkedIn into a CRM only takes one click 

3. Unified calendar

If an agent is using Google Calendar, Outlook, an iPhone, a CRM and trying to keep up with their Facebook Friends’ birthdays they need to be able see all of that in one place. They also need to be able to select all or deselect them, as needed. When I suggested this approach to PlanetRE they added the functionality within 48 hours of our call ending. It can be done. 

4. 100% iPhone, iPad, Mac and Android compatible

If you haven’t noticed, real estate is no longer a PC and Blackberry dominated industry. Agents need mobile tools more than most business professionals. Largely they are using iPhone, iPad and Android devices. If your CRM is not fully functional on those devices…good luck. Mac Book Pros and Airs are becoming the laptop of choice for more and more agents. Asking an agent to install Parallels/Windows on their new shiny new Mac, just to use your CRM, is not acceptable.

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