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What Brokers Should Look for in a CRM

February 07 2018

moxi what to look for in a crmFirst of all... yes, you need a CRM. If you haven't onboarded a standard agent CRM for your brokerage, then 2018 is the year to do so. A CRM (customer relationship management system) is where all of your agents keep and nurture their contacts, market to their sphere, manage their sales flow, track their goals, and much more. The CRM glues everything together.

What impact could a CRM have on your business? Here are a few quick facts:

  • 74 percent of businesses using a CRM report improved customer relationships (Annuitas Group)
  • Conversion rates can improve by 300 percent with a CRM in place (Cloudswave)
  • Lead cost is reduced by 23 percent with a CRM in place (Cloudswave)

Vetting technologies can be challenging and complicated, especially a system as robust as a CRM. So, what should you be looking for in a CRM for your agents? Below are our recommendations for what you should consider when it comes to a CRM for your brokerage.

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