Time and Task Management: 8 tools for real estate agents

Are you in the real estate business and want to increase your productivity or improve your workflow? Today’s technology industry has many solutions that are sure to help you. In this article we have gathered for you some practical tools that will help you better manage your time and tasks related to the work of a real estate agent. Enjoy your reading!

CRM

Almost every professional real estate agent today uses CRM (Customer Relationship Management) software. Systems such as Esti or Asari allow you to comprehensively manage customer relationships, which is undoubtedly the key to success in the real estate industry. With CRM software, you have access to a detailed customer database with a history of interactions, notes, contracts or appointments. Modern software also helps automate many tasks, such as sending emails with offers. This way you can save a lot of time and focus on more demanding activities. Implementing a CRM also allows you to better manage sales and monitor the effectiveness of marketing activities.

Trello

Trello is a task management tool that is ideal for teamwork. With a simple interface in the form of boards and cards, you can easily organize the process of selling, renting and managing properties. Each card can represent a specific task, such as meeting with a client, preparing an offer or verifying documents. In Trello, you can also easily coordinate tasks by assigning them to individual team members, adding important deadlines and uploading attachments with instructions for employees.

Asana

Asana, like Trello, is a project and task management tool. It allows you to easily plan and track the progress of tasks. This tool stands out for its more advanced features, such as Gantt chart templates that allow you to visualize project deadlines on a timeline. This is great especially for agents who are working on larger projects with multiple clients and properties. With Asana, it will be easier for you to determine the order of tasks to be completed, as well as ensure that they are completed on time.

Slack

Communication in a team is an essential part of effective work. Slack is a tool that allows instant exchange of information between team members. With the ability to create dedicated channels, such as for a specific property or client, you can conveniently manage all communication in one place. In Slack, you can also integrate other tools, such as Trello or Google Drive, and pin important messages. To top it off, the tool is also available as an app for mobile devices.

Nozbe

Nozbe is a Polish task management tool created by a true productivity enthusiast. It is intuitive, extremely functional and easy to use, and can be used on mobile devices. The program works great for real estate agents and has a number of solutions dedicated just for them. With Nozbe you can, among other things, create projects, add tasks, as well as set priorities and deadlines. Such efficient work management can, in turn, result in a more efficient process of buying, selling and renting properties.

Google Calendar

Scheduling meetings is a daily part of every real estate agent’s job. Google Calendar is one of the most popular tools for organizing meetings and managing time. With the ability to sync with other applications, such as CRM or Trello, you have full control over your schedule. Google Calendar also allows you to set reminders and create shared calendars for the entire team, which undoubtedly makes coordination easier.

Evernote

Evernote is a popular tool that allows you to store notes, photos, documents and more in one place. In this way, you can easily keep control of notes from conversations with clients, property plans or documents needed to complete a transaction. Evernote also offers searchable notes, allowing you to quickly find the information you need.

Calendly

Calendly is a tool for automating appointment scheduling – we can easily implement it on your website. With Calendly, you can provide customers with a link where they can choose a convenient appointment on your calendar themselves, without having to exchange multiple messages. This saves time and makes it easier to coordinate appointments, especially if you have a large customer base.

Devispace.estate is a project that was created with the needs of real estate agents in mind. Out of our passion for technology, we offer a comprehensive package of services where you get a modern website, a unique visual identity and professional online marketing. With us, your work in the real estate industry will be much easier and more pleasant – feel free to contact us!

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