Managing real estate agents, therefore, requires them to be organized, oriented, and up-to-date with market trends. Proper equipment aids in the simplification of business and monetary day-to-day affairs, in increasing work efficiency, and in improving customer satisfaction. Many tasks carried out in dealing with customer relations, entering into contracts, promoting properties, and analyzing relevant information are simplified through the use of various computer applications.

In this guide, I will present you with eight tools that all real estate agents should incorporate into their work, encompassing everything from client relationship management to marketing and lead generation, contract management, and many others. By adopting these tools into your system, you can reduce time consumption, have more business deals to be sealed, and ultimately, have more time to concentrate on expansion.

8 Must-Have Tools for Real Estate Agents

1. Lua CRM: CRM & Project Management for Real Estate Agents

Lua CRM is an all-in-one business solution that unites CRM, project tools, knowledge base and financial tools into one application. Lua CRM provides lead tracking, property management, task automation, and client/team collaboration for real estate agents. Through Lua CRM, the agents can detail the minor features in the sales process, including listing properties, appointments with clients, or even timeframes.

Key Features:

• CRM: Make a habit of tracking your leads, your clients, and their buying cycle.
• Project Management: Coordinate tasks, assignments, appointments, and projects of properties.
• Automated Workflows: You want to streamline work with repetitive tasks and follow-up sequences, ensuring that no critical steps are overlooked in the sales process
• Document Management: You can create and manage contracts, agreements or any kind of documents for your real estate business with Lua CRM’s document builder.
• Customizable Dashboards: Organize your environment to support what's important to you.
• Invoicing: You can bill clients directly through the platform and keep financial records organized. It’s a simple way to track payments and stay on top of any unpaid invoices.
• Integrations: Connect Lua CRM with Make, Calendly, Outlook, Gmail or other popular tools.

Best for: Individuals involved in the real estate business who wish to integrate a client relationship management system coupled with a project management tool to help manage their clients and their numerous property projects.