RETI.us

Top Menu

  • Login
  • |
  • Logout
  • |
  • Sign Up
  • |
  • Welcome Page

Main Menu

  • Sections
    • A-E
      • Accessories
      • Apple
      • AR & VR
      • Business
      • By Company
      • Cloud
      • Communication
      • CRMs
      • Cyber Security
      • Evernote
      • Extensions
    • F-Q
      • Form Management
      • Future Tech
      • Global
      • Google
      • Hardware
      • Legal
      • Marketing
      • Microsoft
      • NAR Policies
      • Office
      • Photo & Video
    • R-Z
      • REALTOR Safety
      • RPR
      • Security
      • Smart Homes
      • Software
      • Social Media
      • Tips & Tricks
      • Top Lists
      • Webinars
      • Websites & SEO
      • ZipLogix
  • Webinars
  • Tech Guide
  • CRMs
  • What is RETI
    • About RETI
    • What to Expect with Your RETI Account
    • How to Use Your RETI Account
    • Tour of & How to Use the RETI.us Site
    • Premium Account Info
  • | RAIRC
  • Education
  • Login
  • |
  • Logout
  • |
  • Sign Up
  • |
  • Welcome Page

logo

RETI.us

  • Sections
    • A-E
      • Accessories
      • Apple
      • AR & VR
      • Business
      • By Company
      • Cloud
      • Communication
      • CRMs
      • Cyber Security
      • Evernote
      • Extensions
    • F-Q
      • Form Management
      • Future Tech
      • Global
      • Google
      • Hardware
      • Legal
      • Marketing
      • Microsoft
      • NAR Policies
      • Office
      • Photo & Video
    • R-Z
      • REALTOR Safety
      • RPR
      • Security
      • Smart Homes
      • Software
      • Social Media
      • Tips & Tricks
      • Top Lists
      • Webinars
      • Websites & SEO
      • ZipLogix
  • Webinars
  • Tech Guide
  • CRMs
  • What is RETI
    • About RETI
    • What to Expect with Your RETI Account
    • How to Use Your RETI Account
    • Tour of & How to Use the RETI.us Site
    • Premium Account Info
  • | RAIRC
  • Education
  • Top Tech Tools For Travel

  • How AI is Changing Real Estate

  • RETI Content Idea Posting Calendar for June 2025

  • How to Run an Engaged Online Community

  • Mastering Your Database – The Key to More Deals in 2025

  • Top 5 Browser Extensions for Real Estate

  • Generational Marketing for Real Estate 101

  • RETI Content Idea Posting Calendar for May 2025

  • Mastering Your Database RETI Webinsr

  • REEL Estate: Your Guide to IG Reels

BusinessCRMsGrowth & PlanningSoftware
Home›Business›Customer Relationship Management (CRM) Overview

Customer Relationship Management (CRM) Overview

By Craig Grant
January 18, 2016
Share:

A CRM system is one of the most important tools a REALTOR needs these days as it really does help run so much of your business.  A CRM system typically consists of several pieces including Contact Management (contact profiles, note-taking, reminders, follow up/reminders, etc.), Marketing (drip or blast e-mails, direct mail, tracking offline and online external marketing efforts), Transaction Management (files/forms, related tasks, etc.) Communications & more. There are also different kinds of CRMs:

  • Stand Alone or Plug-In CRM – intended for customers who already have an existing website and want to add better tracking and communications capabilities to their existing site.
  • Website Provider CRM – one company provides you both the website and CRM solution which means that in addition to the tools and data in most Stand-Alone systems, they also provide you additional tracking information on the property search activity of each site user
  • 3rd Party App CRM Integration – Add-ons to existing programs such as Gmail or Outlook that provide additional CRM functionality to those programs.

One of the challenges is there are a lot of vendors who all claim they have built the perfect CRM system.  And while the truth is, there is no such thing as the perfect CRM system (as each person, team, and/or company runs vastly different than others) in this video we review what a CRM is and the advantages and disadvantages of each type of CRM system. Be sure to also check out the CRM Section of the RETI Product guide to see reviews of some of the more popular CRM systems or the CRM Generator Tool that can help you pick the best CRM Vendor solutions for your business’s needs. (reviews of other CRM systems will be added over time). Also, check out Why Every Real Estate Agent Needs a CRM & Top 10 Things to Look for in Choosing a CRM.


Video & Bonus Content is for RETI Members Only

Login or Sign Up to view this content

 

Member Login

Remember me (for 2 weeks)
Forgot password?

Forgot Your Password?

Reset Your Password


Click to rate this post!
[Total: 0 Average: 0]
TagsCRMG-SoftwareIntro to CRMsSoftware
Previous Article

How to Embed a Video into a ...

Next Article

Contracts & Forms Management

Share:

Related articles More from author

  • MarketingWebinars

    How to Get Real Results from Your Email Campaigns RETI Webinar

    October 10, 2018
    By Craig Grant
  • AppsAR & VRFuture TechSoftwareWebinars

    Virtual Staging Software Solutions

    March 7, 2016
    By Craig Grant
  • AppsAR & VRFuture TechSoftwareTech Guide

    HomeStyler Floor Plan Website & App

    August 9, 2016
    By Craig Grant
  • Top ListsWebinars

    Top Tech Gift Ideas for the Holidays RETI Webinar

    November 29, 2017
    By Craig Grant
  • AccessoriesAppsHardwareSoftwareWebinars

    2019 Holiday Tech Gift Guide

    December 4, 2019
    By Craig Grant
  • AppsSoftwareTech Guide

    Nimble App Review

    May 3, 2016
    By Craig Grant

  • MarketingWebinars

    7 Low-Cost Real Estate Marketing Tips Webinar

  • AppsSoftwareTech Guide

    Move Snap Webapp Review

  • CommunicationGoogle

    The New Gmail Interface Tour

DO YOU HAVE A TECH (NON-SUPPORT) RELATED QUESTION?

choose one option from the dropdown that best describes you
CRM Generator Results
  • |
  • Sections
  • |
  • Login
  • |
  • Logout
  • |
  • Welcome Page
  • |
  • Sign Up Now
  • |
  • Contact