Odoo: The Superior Platform for Realtors


As a realtor, your entire business is based on building trust. This is why a majority of new property sales are through referrals, 82% to be exact. Buyers are clearly in it for the long term, which is why careful consideration is given by both parties. The real estate industry has specific requirements due to factors like this and is the reason why trust-building is imperative to business growth.

Due to a network of referrals and the importance of giving customers a superior experience, CRM is vital to the success of a real estate agent. When it comes to delivering a great customer experience, there is no CRM better suited than Odoo for realtors. 

CRM Needs of Realtors

In CRM usage for real estate, all the information must be placed in a way that you can see and easily visualize everything. The first thing you should see when looking at your CRM data is whether you have any potential clients waiting for you or not. Having all the information on one platform is key to streamlining your business process.

Furthermore, a realtor needs to be made aware of what activities they need to be participating in to allow more leads further into the sales funnel. It’s useful to know if there are any returning clients or not. They might be looking for renewals so it’s good to gauge how much of a chance you have for them if they are worth pursuing. If your client is dissatisfied, then a CRM can gauge what steps are worth taking to maintain a healthy customer relationship with them.

These do not even begin to cover the full list of benefits you can achieve with a CRM for real estate. Odoo can cover all of these needs and then some, making it the superior platform for realtors. Let’s now go through some of Odoo’s important features that reinforce the real estate business.

Odoo for Realtors

Odoo Mobile

Odoo is a cloud-based CRM platform. What that means is Odoo mobile can be used from anywhere via just one tap on your smartphone. It is especially important for realtors and sales teams that have to make continuous site visits. Arming them with CRM capabilities on the go will make them much more productive and informed. Mobile CRM allows them to receive timely updates and alerts on more clients as well as leads. Downloading an app to have access to the entire sales pipeline will inform you where you are and where you need to be.

Opportunity Management

Odoo provides a clear and coherent view of the opportunity pipeline. This is powered by a simple drag and drop interface. You can use this to set up stages for your sales team. This will help to greatly optimize all your sales tasks. In addition, the ability to split it into substages will further streamline all your sales processes. Any lost opportunities can also be archived. Through this, you can better analyze the mistakes that were made so they may not be repeated. This provides a clearer view of the current pipeline and also provides better business insights. 

Schedule meetings from customer opportunities from within the interface. These will also be backed up and shared with the rest of your selected teams either through their mobiles or on their Google Calendars. This will greatly improve task management for all your team members.

Odoo Integration

Your CRM platform, even one as robust as Odoo, is not complete without integrating it with third-party applications. A lot of specific functionality can only be found on other platforms catered to different needs of your real estate business. For example, Odoo is not an accounting platform that can generate invoices for transactions. You will need to integrate it with either Xero or Freshbooks. Odoo integration will allow you to maximize the use of CRM, making it a do it all platform that will streamline your real estate business. Besides integrations, you can even customize Odoo to have real estate specific uses. All of this will substantially enhance the functionality and productivity of your firm.

Customer Communication

Easily organize your customers with clear address books with settings for customer preferences baked in. Using this you can also record a full history of correspondence with them. This will cover when you first got contacted to when you finally handed them the keys to their house.

In most common types of email communications, you can create custom email templates which can then be used repeatedly. For example when someone contacts you about the price of a certain house. With Email Gateways, new leads are created automatically based on the contents of incoming emails. Get your emails automatically attached to the right opportunity.

Key Takeaways

Odoo is a very flexible CRM platform that can be tailored easily to suit the needs of realtors. It has a plethora of features that are well suited for streamlining the industry. This makes it the perfect tool for a sales team as they will be more informed to make effective decisions. Those decisions are what can lead to building trust ultimately resulting in an excellent customer experience. RT Dynamic has a team of Odoo experts that are familiar with both the Odoo architecture and the real estate business.

RT Dynamic is an Official Odoo CRM Experts firm. From Odoo CRM IntegrationCustomizationMigration, and Support, we are a one-stop-shop for all your CRM needs. Contact us now for a FREE Business Analysis. We will be glad to assist you!

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