Buffini & Company Blog

Using Your Real Estate CRM on the Go

Life is constantly moving! While we’d like to think that most of our real estate business is conducted at our desks, many agents understand that the opposite can be true, especially when balancing client meetings, open houses, lead generation activities and a family.  

That’s why it’s important to choose a real estate CRM that can accommodate your business whether settled into your home office or working from the car while waiting to pick up your kid.

For your real estate CRM to help you obtain maximum productivity, it must contain a fully functional mobile component. Here are a few ways your real estate CRM mobile app should help you stay efficient when you’re away from your desk.

Simple Design

Your real estate CRM mobile app should have a clean, simple interface that mirrors the desktop version. It should be straightforward and user-friendly, so you can easily access the information you need. 

Contact List Organization

Add contacts into your real estate CRM so you don’t have to constantly switch between apps when looking for numbers or email addresses.  

In-App Calls and Texts 

Look for the ability to send text messages or make calls straight from the app. Bonus points if you can send video messages. These will personalize your client communication, plus, the easier they are to send, the more you’ll want to do them.

Transactions At-a-Glance

View your pending, active and closed transactions from the palm of your hand, so you always know where you’ve been and where you’re going.

Calendar Sync

Never miss an appointment when you sync all of your calendars with the one in your real estate CRM’s mobile app. The in-app calendar should also show you daily to-dos so they don’t fall off your radar.

Lead Generation On the Go

The mobile version of your real estate CRM should make it easier for you to carry out lead generation on the go. For example, Buffini & Company Referral Maker® CRM mobile app includes mapping technology that tells you which clients are nearby, in case you’d like to deliver a Pop-By, or client appreciation gift.

Invest in a real estate CRM that can support your busy, on-the-go lifestyle. Buffini & Company Referral Maker CRM is a great option for agents who want to Work by Referral and maximize productivity in office or on the go.

The easy-to-use Referral Maker CRM mobile app lets you import contacts, sync your calendars, send calls and texts in-app, track transactions and keep tabs on your lead generation all from the palm of your hand. Sign up for a free trial today!

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