CRM data refers to information or records about customers that are stored within a CRM system. There are many pieces of data that you can store in your CRM, such as a contact’s name, email, phone number, city or location, address, gender, education, work history, and marital status. At the REILoop you get all this and information about the owner’s property.

Every real estate agent will benefit from using a CRM. Not only do CRMs help you maintain relationships, but they also maximize your productivity by automating tedious tasks. This software will scale with your business, whether you’re just starting out or have been an agent for a while now.

A CRM helps you manage your real estate sales pipeline at every step, from capturing leads to earning referrals and repeat customers. Most importantly, a CRM helps you send the right message to the right customer at the right time.

1. Setup a CRM application.
2. Configure the Organization Variables.
3. Rename the preset modules.
4. Create a Custom Module.
5. Add new fields to the new custom module.
6. Add a Custom Function.
7. Create a Connected App with Related List widget.
8. Why mess around? Get the strategic and lead management support you need with The REI Loop. We focus on the technical side of the business and you can focus on what you do best acquiring real estate.

Salesforce’s become the most popular CRM for real estate thanks to its broad ecosystem, built-in features, and the platform’s customizability. With Salesforce for real estate, you can have all the necessary customer data at your fingertips and know precisely who your customers are and with the REILoop data support team know that your data is getting updated daily.