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When Real Estate CRM is the best agent`s friend: wish-list from our clients


It is the common knowledge that the real estate business is the business of managing relationships. Your success on the market is measured by how you can effectively manage relationships between buyers, sellers, agents and financial institutions.


One of the most valuable tools for real estate agents is the suitable CRM that allows to resolve the set of unique challenges depending on the complexity of the business processes. CRM enables to manage contacts, schedule tasks, monitor their pipelines efficiently, and help you to stay organized. In that sense, CRM is a fundamental tool for real estate business which helps agents to build successful relationships and win more deals.


Over last 10 years Dynamica Labs Team has been creating additional benefits for CRM users in Real Estate industry who had chosen MS Dynamics as the fittest CRM for their business needs. We have an obsession with improving productivity and efficacy using cutting edge solution that enhances business value based on CRM development strategy.


The best award for us is the triumph of your business. We are interested in researching new technical approaches in order to help your business to flourish. In this article based on our previous experience we would like to cover main features of CRM in real estate business making CRM your close friend – not enemy.


Agent`s expectations from Dynamics CRM in real estate companies

Often CRM`s out of the box functionality is not meet agents expectations. In this case, you need ask for help to improve current CRM, make modifications, adding necessary business logic in the core of existing system. Search IT experts who solve similar tasks is the best decision. We have been learning Real estate industry and would like consider following agents expectations from Dynamics CRM that needs suitable add-ons for real estate business.

  • Keeping customer data in one place in order to provide a better, more-personalized experience for the client; this includes not only their contact and address information, but the customer’s relationships as well.

  • Culling accurate insights from real-time and on-location data. Stay ahead of your competitors – view and interact with data, clients in real time using opportunities of CRM on mobile devices.

  • Workflow automation. The ability to automate day to day activities is a huge time-saver for property agents.

  • Creation an organized to do list. Make sure that your daily tasks are getting completed and you have not lost money, clients, opportunities. Avoid distractions and make your workday more organized using tool for keeping track your daily tasks.

  • Commission calculation for agents just in one click. Track commission paid to agents directly in the MS CRM is easier than ever.

  • Communication management. Engage with clients using all channels of communications directly from CRM.

  • Keeping track each business opportunity. Ensure that you never miss a business opportunity because you weren’t able to immediately follow-up with a prospect.

  • Automatic e-mail for birthday wishes. Build a good relationship with your clients, showing that you care about them. Sending them wishes messages that demonstrating a positive attitude towards customers without crossing professional boundaries will create a climate of success in customer service. CRM will help you to improve your client relationship automatically.

  • Focus on what matters: showings and closings. Free up staff time for matters that bring money.

If you are not sure how to start improving of Dynamics CRM or you are have some issues with your current software, let us know – we will help you. We have explored all the leading solutions in Real Estate industry in order to bring you the best functionality, in according your business needs.


All of our new solutions for Dynamics CRM—whether they involve software, websites or mobile apps — are developed with the idea of improving the professionalism of agents in the eyes of their clients, hence getting more deals.


We pay attention to the real estate industry in a whole, exploring business needs, those depend on the size, structure, marketing strategy, target audience, communication channels of the companies, and use the newfound information as competitive advantage for making powerful applications for MS Dynamics.




About Dynamica Labs

Dynamica Labs is one of the oldest Dynamics CRM Partners and one of a very few companies with ISO 9001 Quality Management System certification for Dynamics CRM project delivery services.

For over 15 years we have been focused on 3 key CRM project goals: delivering measurable business results, following a cost-effective approach, providing the highest quality standards. Over the course of these years, we've taken part in hundreds of projects from SMEs to blue-chip global companies.

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