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Are you in the market for a CRM to conveniently manage your investor relations?
There are substantial differences in capabilities, features, and overall quality between the CRM software solutions for real estate firms.
That’s why we compiled this short checklist to help you make the best decision.
But First, to know more about investor CRM and why it’s so crucial for investor relations, you can read our article.
Here are the nine most important features and capabilities for real estate investor CRM software:
Generic CRMs provide the ability to manage relations with leads, clients, or any other type of contacts.
They usually provide basic capabilities like:
Unlike generic CRM, a real estate investor CRM is specifically designed to manage real estate investor relations.
That’s why it’s built from the ground up to accommodate actions and needs that generic CRM software solutions don’t offer. For example, the ability to:
Investor portal software is essential for any real estate firm’s investor CRM software. The Investor Portal is essentially the storefront of your CRM operations.
That’s why no CRM is complete without an Investor Portal. Through the portal, investors to log in and view their investment information, track performance, review documents, and communicate.
An Investor Portal not only gives investors better transparency and more control over their information. It also frees them from depending on the real estate firm for information.
On the other hand, The firm saves valuable resources that are otherwise spent on handling investor requests and providing information.
Additionally, a real estate Investor Portal helps boost the fundraising process by providing investors with:
Another essential feature is an inbound leads manager – where firms can track and manage their inbound leads. They can add attributes to each prospective lead, like:
Sending emails from within the CRM platform is a basic feature that many, if not most, CRM software solutions provide.
However, not all CRM software solutions enable you to get email delivery stats and track your email success rates.
With email tracking, you should be able to view your email’s delivery, open, and bounce rate.
You should also see all the recipients who didn’t open or receive the email and reach out to them individually.
With email tracking and analytics, you can reduce the chance of miscommunication to zero.
We touched on dynamic lists briefly before, but it’s a feature so important that it deserves some attention on its own.
A dynamic list is a list that is based on certain criteria and changes automatically according to that criteria.
Meaning, the investors, leads, or contact on the list are not set but rather change automatically according to the criteria.
For example, You want certain deals to only be open to investors with at least three prior investments, with a total of over $1 million in contributions.
From the moment you create the list moving forward, any investor who qualifies will automatically be added to the list, so it will always be up-to-date.
Dynamic lists are helpful in every aspect of investment management. They are useful for fundraising and lead generation.
Dynamic lists are an essential tool to manage leads better, concentrate your marketing and fundraising efforts and increase efficiency.
A document manager is crucial in real estate firm investor CRM. We’re not talking merely about document storage, like a cloud drive or a set of folders, but more importantly, having better control and access to the documents, such as the ability to:
A stand-alone investor CRM isn’t a sufficient solution to manage real estate investor relationships.
To optimize your investor relationship, it has to be part of a holistic platform that also provides, among other things:
It goes without saying that financial information must be safeguarded by the most advanced security measures.
Look for the ISO/IEC 27001 information security certification, and ensure the portal login is secured by a 2-step authentication process.
Transferring your investment operations onto a new platform is a big decision. It should be based on knowledge of real user experience with the software, service, and customer support.
The best way to determine if the CRM delivers on its promise is through customer review websites like G2.
Agora’s real estate CRM is part of a comprehensive investment management solution that covers all the investment needs of real estate firms, GPs, and syndicators.