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With Bitrix24 lead management features, you can automatically generate leads from your website, email enquiries and phone calls, answered or missed. Bitrix24 lets you know which lead generation channel has best ROI and which client prospecting efforts are waste of time and money. Lead nurturing, drip marketing, birthday reminders and other tools inside Bitrix24 let you build long term relationships with your clients while automating these routines and saving you time.
Free email marketing in Bitrix24 lets you send messages individually or in bulk directly from inside your CRM. Importantly, it also keeps all your correspondence with a particular client or prospect in one place so that you know the entire history even if the agent who has brought the client in is no longer working for you. Bitrix24 even comes with mail server that lets you create new email address for a new employee using your own domain in under a minute. You can also use free email services like Gmail, Outlook or iCloud and access them from Bitrix24 via email connectors.
Yes, you can make and receive phone calls directly inside Bitrix24 CRM. All phone calls are tracked and recorded, if necessary. Missed a phone call? Don't worry, because Bitrix24 can automatically convert missed phone call into a new lead. Importantly, calls from existing clients are automatically routed to an assigned agent when they dial your office phone number. And if your agents aren't in office, these calls can be automatically forwarded to their mobiles or voicemail.
Where are your clients coming from? Which clients or property types bring you most money? How much money can you reasonably expect to make in the next six month? Who are your best agents? Which agents are underperforming? What is your ROI for classified ads vs Google Adwords? How many proposals were sent out last week? What is the weakest stage in your sales funnel? These and many other questions are easily answered by reports inside Bitrix24 CRM.
Contracts, lease agreements, eviction notices, titles, court orders, appraisals, property photographs and video tours - all of the documents that real estate agents work with on a daily basis can be stored, viewed, edited and shared in Bitrix24 safely and securely. You can automate document workflow so that necessary papers are prepared, reviewed and submitted for approval automatically when a deal reaches certain stage. And with Bitrix24.Drive, the latest version of necessary document will be always available to you on your computer, mobile phone or tablet.
Real estate agents who sit in the office don't make any money. This is exactly why we released free Bitrix24 mobile app for Android and iOS. It's much more than just mobile CRM that lets work with your clients on the go. You can use this app to send messages to your co-workers and contractors, host video conferences, view documents, work with your calendar, set tasks for self or others and do much more.
Bitrix24 lets you manage your entire agency and not just clients. With shared calendars you know exactly what each agent is doing. Project management lets you assign tasks to your employees and make sure they are done on time. Appraisers, mortgage brokers, insurance agents, home movers, pest exterminators, contractors and other business partners that you interact with can be given limited access to your portal via extranet.
Bitrix24 CRM manual is available here. If you are interested in buying self-hosted editions of Bitrix24, which come with API, CMS and source code, can be easily customized and integrated with other tools, please download a trial version here.