Automated Workflows

Work Smarter, Not Harder: The Power Of Custom Workflows In A Real Estate CRM

As a real estate professional, your time is invaluable, and building strong client relationships is the cornerstone of your success. There’s just one problem: the demanding nature of real estate work consumes valuable time, leaving agents overwhelmed and stretched thin.


But, there is a simple solution. A system that alleviates the burden of routine tasks, granting you the precious time to focus on what truly matters – cultivating the meaningful connections that fuel your business.


Behold the power of customisable workflows within a premium real estate-specific Customer Relationship Management (CRM) system. These dynamic workflows act as your digital personal assistant, tirelessly performing tasks based on specific conditions. In this article we explain how customisable automations within a high-quality CRM actually work, and how embracing them can transform your agency's productivity, efficiency, and most importantly, grant you the competitive edge you've been craving.


Get ready to work smarter, not harder, as we dive into the extraordinary world of customisable workflows and their potential to revolutionise your real estate game.


Automations: Your Efficiency Booster

Imagine having the power to automate common tasks for your entire office or specific agents. With premium customisable workflows, you can create and configure automated processes tailored to your agency's needs. These workflows can be set to run continuously, disabled after running once, or deleted after running once, giving you complete control over their execution. By automating time-consuming tasks, you'll enjoy greater efficiency and more time to focus on what you truly love: building relationships and closing deals.


Triggers: Activating Workflows at the Right Moment

Triggers are the events that activate your custom workflows. With a good real estate-specific CRM, you have a wide range of triggers at your disposal. Whether it's a new contact created, an enquiry on a listing, or even a contact's birthday, you can set your workflows to kick into action when specific events occur. These triggers act as the catalyst for your automated workflows, ensuring that important actions are taken promptly, leaving no room for missed opportunities.


Actions: A Symphony of Productivity

Once a trigger is activated, a symphony of actions can be orchestrated to perform specific tasks within your workflow. From sending emails and SMS messages to creating tasks, changing contact statuses, or generating vendor reports, the possibilities are endless. The beauty of customisable workflows lies in their flexibility. You can set actions to run in a specific order, adjust them using a simple drag-and-drop interface, and even include conditional branches to accommodate various scenarios. Your CRM becomes the conductor, executing tasks seamlessly and freeing you from the burden of manual work.


Conditions: Tailoring Workflows to Your Needs

Customisable workflows in a real estate-specific CRM allow you to set specific conditions that trigger particular actions. For instance, you can design workflows to respond differently when an email campaign is opened or not opened, when someone has clicked on a link or not clicked, or when a contact's status changes or remains the same. By incorporating conditions, you ensure that your workflows adapt to the unique requirements of your agency. You can set time-based conditions, wait for specific actions to occur, and make informed decisions based on real-time data.


Unlock Limitless Potential

Imagine the possibilities: automatically sending follow-up emails to interested leads, generating reports for vendors, or even re-engaging with contacts who haven't opened previous campaigns. With customisable workflows and the ability to set conditions, you gain the power to nurture relationships with precision and personalisation.


The competitive edge lies in unleashing the potential of customisable workflows in a first-rate real estate-specific CRM. By automating routine tasks, responding promptly to triggers, orchestrating actions, and tailoring workflows to your needs, you will unlock newfound efficiency and gain the time necessary to cultivate valuable relationships with your clients. 


If you are ready to embrace this game-changing digital personal assistant, simplify your workload, and propel the success of your agency, then keep reading to check out this week’s CRM feature.


Feature Of The Week: Triggers, Automations and Workflows

With MantisProperty’s comprehensive CRM for real estate agents you don't need to let tedious tasks hold you back. Their fully customisable workflows give busy agents the freedom to focus on what truly matters - building relationships and closing deals.


Packing all the automation perks of an exceptional CRM, MantisProperty’s solution goes one step further.


In addition to all the automations, triggers, actions, and conditions outlined in this article, MantisProperty also comes with a bunch of highly useful workflow templates that have been carefully designed to help agencies work more efficiently. These templates are ready to go, can be installed at the click of a button, and then customised to suit.


For busy real estate agents seeking to optimise their productivity and elevate their business to new heights, investing in MantisProperty's CRM for real estate agents is a game-changing decision. With its exceptional features, including customisable workflows, automated tasks, and a user-friendly interface, MantisProperty offers a comprehensive solution tailored specifically to the needs of real estate professionals.


If you’re ready to unlock your agency’s full potential, seize new opportunities, and propel yourself towards unparalleled success, then you’re ready to check out MantisProperty’s powerful solution today: 

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