Introduction:
Greetings, real estate professionals! Whether you’re a seasoned veteran or a newcomer to the industry, you know that managing contacts and leads is crucial to your success. Enter Zillows CRM, a software solution designed specifically for real estate agents and brokers. In this article, we’ll take an in-depth look at Zillows CRM’s features and functionality, as well as the advantages and disadvantages of using this tool. We hope this information will help you decide whether Zillows CRM is the right choice for your business needs.
What is Zillows CRM for Realtors?
Zillows CRM is a cloud-based customer relationship management (CRM) software that provides real estate agents and brokers with a comprehensive suite of tools to manage their leads, contacts, and transactions. It offers a range of features, including lead management, contact management, transaction management, and marketing automation. As a result, Zillows CRM helps real estate professionals streamline their workflows and improve their productivity.
Lead Management:
Zillows CRM’s lead management feature enables you to collect and track leads from multiple sources, such as your website, social media platforms, and email marketing campaigns. You can customize lead capture forms, assign leads to specific agents or teams, and track lead status throughout the sales funnel. Moreover, Zillows CRM provides real-time lead alerts, allowing you to respond promptly to potential clients.
Contact Management:
Zillows CRM’s contact management feature helps you organize and manage your contacts in one central location. You can import contacts from various sources, such as your email, phone, or spreadsheets, and create custom fields to capture relevant information. You can also segment your contacts into groups based on criteria such as location, interests, or behavior. This segmentation allows you to send targeted and relevant messages to your audience.
Transaction Management:
Zillows CRM’s transaction management feature enables you to track and manage your deals, from the initial contact to the closing. You can create and send documents, such as contracts and agreements, within the platform and track their status. You can also set reminders and notifications to ensure that you meet deadlines and follow up with clients promptly.
Marketing Automation:
Zillows CRM’s marketing automation feature enables you to automate repetitive marketing tasks, such as sending emails, scheduling appointments, and creating follow-up tasks. You can create workflows that trigger specific actions based on preset conditions, such as lead status, behavior, or engagement. This automation saves you time and effort and ensures that you provide a consistent and personalized experience to your clients.
Advantages of Zillows CRM:
Zillows CRM offers several advantages for real estate professionals:
1. Customizable:
Zillows CRM’s interface is highly customizable, allowing you to tailor the platform to your business needs. You can add or remove fields, create custom layouts, and set up automation workflows that reflect your business processes.
2. User-Friendly:
Zillows CRM’s user interface is intuitive and easy to use, even for those without technical skills. The platform offers helpful guides, video tutorials, and customer support to assist you with any questions or issues you may encounter.
3. Scalable:
Zillows CRM can grow with your business, regardless of its size. You can upgrade or downgrade your subscription plan as needed and add or remove features based on your evolving needs.
4. Integration:
Zillows CRM integrates with several third-party applications, such as Google Suite, Mailchimp, and Zapier, allowing you to streamline your workflows and save time on data entry and transfer.
Disadvantages of Zillows CRM:
While Zillows CRM has many benefits, there are some potential drawbacks to consider:
1. Cost:
Zillows CRM’s pricing may be a barrier for some real estate professionals, especially those who are just starting or have a limited budget. The platform offers three subscription plans, starting at $29 per month per user, which can add up quickly if you have a large team.
2. Learning Curve:
While Zillows CRM is user-friendly, it still requires some time to learn and master. The platform offers many features and customization options, which may overwhelm some users, especially those who are not tech-savvy.
3. Limited Reporting:
Zillows CRM’s reporting feature is somewhat limited compared to other CRM solutions. While you can generate basic reports, such as lead source and revenue, you cannot create custom reports or dashboards without using third-party tools.
| Feature | Description |
| Lead Management | Collect and track leads from multiple sources and assign them to specific agents or teams. |
| Contact Management | Organize and manage contacts in one central location and segment them based on criteria such as location or behavior. |
| Transaction Management | Track and manage deals from the initial contact to the closing and create and send documents such as contracts and agreements. |
| Marketing Automation | Automate repetitive marketing tasks, such as sending emails, scheduling appointments, and creating follow-up tasks. |
| Customizability | Tailor the platform to your business needs by adding or removing fields, creating custom layouts, and setting up automation workflows. |
| User-Friendly | Intuitive and easy to use, even for those without technical skills. |
| Scalability | Grow with your business, upgrade or downgrade your subscription plan as needed, and add or remove features based on your evolving needs. |
| Integration | Integrates with several third-party applications such as Google Suite, Mailchimp, and Zapier. |
| Cost | Zillows CRM’s pricing may be a barrier for some real estate professionals, especially those who are just starting or have a limited budget. |
| Learning Curve | Zillows CRM still requires some time to learn and master. |
| Limited Reporting | Zillows CRM’s reporting feature is somewhat limited compared to other CRM solutions. |
Frequently Asked Questions:
1. Is Zillows CRM only for real estate agents?
Yes, Zillows CRM is specifically designed for real estate professionals, including agents, brokers, and teams.
2. Can I try Zillows CRM before buying it?
Yes, Zillows CRM offers a 15-day free trial for all its plans, during which you can test the platform’s features and functionalities.
3. Does Zillows CRM offer customer support?
Yes, Zillows CRM provides customer support via email, phone, and chat. The platform also offers a knowledge base and video tutorials to help you with any questions or issues.
4. Can I customize Zillows CRM to my business needs?
Yes, Zillows CRM is highly customizable, allowing you to tailor the platform to your business needs by adding or removing fields, creating custom layouts, and setting up automation workflows.
5. Does Zillows CRM integrate with third-party applications?
Yes, Zillows CRM integrates with several third-party applications, such as Google Suite, Mailchimp, and Zapier, allowing you to streamline your workflows and save time on data entry and transfer.
6. How much does Zillows CRM cost?
Zillows CRM offers three subscription plans, starting at $29 per month per user. The cost may vary depending on the number of users and the plan you choose.
7. Is Zillows CRM easy to use?
Yes, Zillows CRM is user-friendly and easy to use, even for those without technical skills. The platform offers helpful guides, video tutorials, and customer support to assist you with any questions or issues you may encounter.
8. Does Zillows CRM offer a mobile app?
Yes, Zillows CRM offers a mobile app for iOS and Android devices, allowing you to access your contacts, leads, and transactions on the go.
9. How secure is Zillows CRM?
Zillows CRM uses industry-standard security measures, such as SSL encryption and two-factor authentication, to protect your data and ensure your privacy.
10. Does Zillows CRM offer a free plan?
No, Zillows CRM does not offer a free plan. However, it offers a 15-day free trial for all its plans, during which you can test the platform’s features and functionalities.
11. Can I cancel my Zillows CRM subscription at any time?
Yes, you can cancel your Zillows CRM subscription at any time without penalty.
12. Does Zillows CRM offer a refund policy?
No, Zillows CRM does not offer a refund policy. However, you can cancel your subscription at any time without penalty.
13. Does Zillows CRM offer training and onboarding?
Yes, Zillows CRM offers training and onboarding for new users, including live webinars, video tutorials, and customer support.
Conclusion:
In conclusion, Zillows CRM offers a range of features and functionalities that can help real estate professionals manage their contacts, leads, and transactions more efficiently. While the platform has some potential drawbacks, such as its pricing and learning curve, its customizability, scalability, and user-friendliness make it an excellent choice for real estate agents and brokers looking to streamline their workflows and improve their productivity.
Therefore, we encourage you to try Zillows CRM for yourself and see how it can benefit your business. With a 15-day free trial, you have nothing to lose and everything to gain.
Closing Disclaimer:
The information provided in this article is for educational and informational purposes only and is not intended as legal, accounting, tax, investment, or financial advice. We recommend that you consult with qualified professionals before making any business decisions. The use of Zillows CRM or any other software or service providers mentioned in this article is entirely at your discretion and risk. We do not endorse any particular product or service and are not responsible for any damages or losses resulting from your use of such products or services.