Every estate agent knows that estate agency software is a core tool for the day-to-day operations of an agency; from communicating with clients, tracking sales progressions and advertising properties. So it goes without saying that choosing the best estate agent software for your agency's needs is a key decision for your business.
You're going to need a bit of kit which supports all of the operational processes in your real estate business. Depending on the needs of your agency, for example, whether you're a lettings agency with property management offerings or an exclusively sales-based estate agency, you'll have different requirements.
Each software provider will offer different software packages with certain features which can benefit the workflows of your agents. For most real estate businesses, good software will act as a task manager, CRM and portfolio tracker all in one, automating and streamlining day-to-day tasks.
What key features do you need to look for in the best estate agency CRM software?
1. Cloud-based software platform
Let's face it. In this day and age, it's simply inefficient to rely on hardware and internal servers to operate your estate agency's digital functionalities. Operating your estate agent software on a cloud-based platform not only enables your agents to work remotely and on-the-go, but it is cost-effective and better for the environment.
Cloud-based estate agent software is key for any modern real estate business. There's really no downside, as all of your information is hosted by an external server, you're not having to run expensive hardware, undergo timely updates and risk getting hacked. At Dezrez, we do all of the leg work for you and make it simple for your estate agency to operate completely web-based, whether they're at their desks, at home, or at a viewing. , we do all of the leg work for you and make it simple for your estate agency to operate completely web-based, whether they're at their desks, at home, or at a viewing. , we do all of the leg work for you and make it simple for your estate agency to operate completely web-based, whether they're at their desks, at home, or at a viewing.
2. Customisable, user friendly dashboards
Your CRM dashboard is the hub of every sales or lettings process in your business, so nailing this aspect of your software is key. For agents, a dashboard which is simple and intuitive is key. Ensuring that agents have all of the information they need easily accessible to them makes it simpler to focus on effective sales processes, all the way from lead generation to completion.
Users shouldn't get held up by clunky design or difficult navigation, good estate agency software will feature intuitive dashboards which compliment your agency's workflows.
Let's say you're a lettings agency who offers property management to their landlord clients, you're going to need to know when a property maintenance issue has been logged, if the complaint has already been actioned and if the landlord has been notified. ReziPM enables you to do just that, making it simple for users to centralise contact management for each property and keep all relevant parties in the loop using the CRM functionalities.
3. Simple communication channels
It may seem like a given that a CRM would help communication with your clients, be that landlords, tenants, buyers or sellers. But the thing is, many property software providers offer 'solutions' with complicated communication channels. This means that, in many cases, the very software you invested in to aid client communications is just making your brand messaging get lost in translation.
With Rezi, we offer email sync and calendar sync as standard across , whether you're a start-up agency, multi-branch or even a real estate enterprise. There's no need for your agents to sift through their inboxes endlessly to find the right information for your clients as all communication is centralised and easily accessible within the software. our range of software packages as standard across our range of software packages, whether you're a start-up agency, multi-branch or even a real estate enterprise. There's no need for your agents to sift through their inboxes endlessly to find the right information for your clients as all communication is centralised and easily accessible within the software. , whether you're a start-up agency, multi-branch or even a real estate enterprise. There's no need for your agents to sift through their inboxes endlessly to find the right information for your clients as all communication is centralised and easily accessible within the software. , whether you're a start-up agency, multi-branch or even a real estate enterprise. There's no need for your agents to sift through their inboxes endlessly to find the right information for your clients as all communication is centralised and easily accessible within the software.
Clear, automated communications are key for the success of your property business. Using Rezi, agents can also send out marketing pushes to your mailing list directly from within the CRM itself. The best estate agency software will ensure that communication is as simple as possible.
Hybrid client communications
With our software add-on, Rezi Anytime, your agency can even provide a hybrid offering.
For the modern property client, whether they're renters or buyers, convenience is king. Rezi Anytime enables two-way communications between your agents and your clients by creating a self-service portal functionality which clients can access anywhere, anytime. Software which has the capability to offer your clients 24/7 updates on their property transaction smooths over any communication delays which may occur in a transaction, and can ensure client satisfaction. enables two-way communications between your agents and your clients by creating a self-service portal functionality which clients can access anywhere, anytime. Software which has the capability to offer your clients 24/7 updates on their property transaction smooths over any communication delays which may occur in a transaction, and can ensure client satisfaction. enables two-way communications between your agents and your clients by creating a self-service portal functionality which clients can access anywhere, anytime. Software which has the capability to offer your clients 24/7 updates on their property transaction smooths over any communication delays which may occur in a transaction, and can ensure client satisfaction.
4. An open API
For estate and lettings agents, it's crucial to be able to integrate with new and existing software tools in your CRM platform. With an open API, there is no limit to the amount of apps you can integrate into your agency's software. Most providers offer integrations with their selected partners and integrations, but it’s only with an open API that your choices are limitless!
At Dezrez, we offer the best of both worlds, we partner with pioneers in the PropTech market, so you and your clients can benefit from the most up-to-date software that grows with on-going technology developments and enable you to integrate your existing apps into your estate agency software.
5. A good reputation
Now this one isn't technically a 'feature' of software, but it's a crucial factor in any decision-making process. Any software provider can claim to offer a million different shiny features in their platform, but a word-of-mouth recommendation shows how property professionals just like yourself actually find using the platform. find using the platform. find using the platform.
As estate agents, you understand the importance of good customer service, so why should it be different for you? Your CRM software provider should make a concerted effort to ensure your data migration and onboarding is smooth, and be there for continued support. At Dezrez, we're proud to be a well-established, market-leading property software provider, trusted by over 20,000 property professionals.
Testimonial: Robin Jones Estate Agents
"I have no hesitation whatsoever in recommending Rezi and the Dezrez team."
"All you need to do when you want any help is to pick up the phone or email them and they're straight back to you. Very very helpful indeed."
Testimonial: Bayzos Estate Agents
"We went on to Rezi Premium around four months ago and it has completely changed the business. Communication and automation were two of the most important things I wanted to apply... and Rezi Premium has allowed us to do that."
Check out our client success stories page to hear how agencies across the UK think that Rezi is the best estate agent software. to hear how agencies across the UK think that Rezi is the best estate agent software. to hear how agencies across the UK think that Rezi is the best estate agent software.
So, what is the best estate agency software?
Well, of course we're a little biassed, but it has to be Rezi. At Dezrez, we're market leaders in creating innovative estate agent software which is future-proof and adaptable to the changing needs of estate and lettings agencies across the UK. We continually work to ensure our Rezi software is industry-leading by actively partnering and integrating with the newest and smartest PropTech available.
Not only this, our best-in-class software was created for estate agents, by estate agents. Every functionality within the Rezi platform was created with an acute understanding of the needs of property professionals and to provide the best user experience possible.
Want to have a look at what the best real estate software can do for your property business? Book a demo with one of our friendly team today.
