As a real estate agent, you’re always on the go. You’re constantly shuffling between showings, open houses, and client meetings. While the fast-paced lifestyle certainly keeps things interesting, it can also make managing your business challenging. How do you keep track of your busy schedule and all your client interactions in an efficient way?
The solution is vcita, an all-in-one CRM and business management platform built specifically for real estate professionals like yourself. vcita offers tools for online scheduling, a client portal, secure file sharing, streamlined billing, and more – all accessible anytime, anywhere, right from your mobile device or desktop.
Streamline your business with a real estate CRM and management platform
An all-in-one customer relationship management (CRM) system and business management platform like vcita can revolutionize your real estate business. The CRM for real estate agents helps you organize leads, manage client communications, and close more deals, all in one place. Track new leads and stay in contact with potential buyers; set up automated email sequences to nurture leads, schedule follow-up calls, and log interactions, to ensure that no opportunity goes to waste.
vcita’s other business management tools make it easy to schedule showings, share listing details, and sign contracts electronically. No more back-and-forth emails or chasing people down to get signatures. Your clients will appreciate how easy you make the process, and you’ll close deals faster and with less hassle.
The secure client portal gives your clients 24/7 access to listing details, documents, and messages. They can sign contracts, fill out applications, and upload files day or night, giving them more confidence in the process and increasing their trust in your business. No more fielding calls at all hours – your clients get the information they need on their own schedule.
If you’re tired of chasing clients down for payments, vcita can handle all the billing for you. Send professional invoices, accept credit card and ACH payments, and get paid on time, every time.
Key features of the best CRM for real estate agents
vcita’s robust CRM for real estate agents is designed to make your life much easier. Here are some of the main features to assist you in running a successful real estate business.
Online scheduling and calendar management
Say goodbye to the back-and-forth of email and phone tag. vcita’s online scheduling allows clients to book meetings directly on your calendar 24/7. They’ll receive instant confirmation for their selected date and time. No more chasing people down or confusion over when you’re available.
With vcita’s calendar integration, new appointments will automatically appear on your calendar, so you always know exactly where you need to be and when. Color-coded labels help you spot appointment types at a glance. You can also set buffer times in between meetings and block out time for admin work or personal events.
The scheduling experience is fully customizable, so you can choose which services or meeting types clients can book, set start and end times, and block off time for preparation or follow-up. You can even add a questionnaire to gather important details upfront. Your clients will appreciate how easy you’ve made it to schedule with you, and you’ll love regaining time to focus on what really matters.
Through the vcita client portal, your clients can book appointments, sign documents, and pay invoices online day or night.
The portal also stores all your client information and a full history of your interactions in one place, so you’ll never have to dig through files or rack your brain to remember details from past conversations.
Sharing important documents with your clients and colleagues is a breeze using vcita. Simply upload files to the software and generate a secure link to share via email or your website. Your clients and coworkers can then view, download, and comment on the files.
No more attaching enormous files to emails or fretting over whether a document was received. vcita handles all the uploading, and sharing, plus it provides a far more secure and streamlined way to send contracts, negotiate the fine print, and gather signatures.
Invoicing and billing
Say goodbye to tracking invoices on paper or in spreadsheets – vcita handles it all for you digitally. Here are some of the top invoicing and billing features:
Automated invoicing: vcita automatically generates professional invoices for all your services and products. Just enter the details once, and vcita will create invoices on the schedule you set.
Consolidated payments: Invite customers to view all their outstanding invoices in one place, and pay multiple invoices with a single online payment.
Scalable billing: As your real estate business grows, vcita grows with you. Easily add new services, products, customers, and invoices; you’ll never outgrow vcita’s invoicing capabilities.
The benefits of using vcita go beyond client portals and file sharing. You can also use it to:
- Send automated email reminders to clients
- Build a stunning website to help market your business in just a few clicks
- Stay on top of leads and nurture new client relationships
Get the best CRM for your real estate business
As an agent, your time is precious. vcita enables you to focus on what really matters – your clients and growing your business. Stop wasting hours each week on administrative tasks and get your time back with vcita’s easy to use CRM for real estate agents, so you can provide outstanding service to your customers.
Discover how this all-in-one solution can take your real estate business to the next level — start your free 14-day trial today.