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Pipedrive for Real Estate: Revolutionize Your Sales Process and Close More Deals

Pipedrive for Real Estate: Revolutionize Your Sales Process and Close More Deals


Pipedrive for Real Estate: Revolutionize Your Sales Process and Close More Deals

In a niche where every lead counts, like real estate, staying ahead of the competition is essential for success. To be successful, you must utilize tools that let you stand out with its functionalities.

Fortunately, there’s no shortage of real estate tools. With its intuitive interface and robust features, Pipedrive empowers agents and brokers to streamline workflows, increase efficiency, and close more deals.

But what does Pipedrive do exactly? We’ll be discussing those, as well as other essential information about the software, in this article.

What is Pipedrive?

Pipedrive is a powerful sales Customer Relationship Management or CRM software that simplifies workflows. Pipedrive’s interface and features make it a go-to solution for businesses of all sizes and all niches.

With Pipedrive, you can centralize and streamline your sales efforts. With its user-friendly interface and wide set of functionalities, Pipedrive empowers your sales team to focus on one thing: closing deals.

Whether a small startup or an established business, Pipedrive can scale alongside your business, adapting to your evolving needs and helping you achieve your real estate sales goals.

Pipedrive for Real Estate: A Rundown

You can unlock the full potential of your real estate business with Pipedrive. As a complete CRM suite, it has the following features which can effectively grow your venture:

  • Lead Generation
  • Listening, Reporting, and Analytics
  • Team Management
  • Integration with Other Tools

Let’s dive into each of them.

Lead Generation and Conversion

Attracting new customers is essential to the growth of your business. Increasing the homeownership rate means more potential clients, and you have to snag them before other businesses get a chance.

Pipedrive’s real estate sales CRM is a one-stop shop for marketing and customer management. Its basic functionalities include the following:

  • Accessibility: Use Pipedrive’s mobile application to update or view client information anywhere
  • Contact Management: Centralizes your customer data in one platform.
  • Conversation Histories: Review and manage your conversations with current or potential clients
  • Property Management: Access property information anywhere so that it’s always readily available
  • Reminders: Automate messages and alerts to follow up with your audience

Moreover, according to HubSpot, 64% of marketers consider email marketing the most effective lead generator. Pipedrive offers a seamless email marketing platform with features such as:

  • Analytics: Learn more about the email marketing statistics of your business
  • Customization: Create professional emails from scratch or use their templates
  • Segmentation: Reach the people most likely to subscribe or use your service

After lead generation, you must convert those leads into customers. Enter sales conversion pipelines, a process that starts from gaining new customers to closing deals. It involves creating and nurturing a relationship with each client.

Pipedrive’s sales pipelines offer the following features:

  • Activity Tracking: This lets you follow each deal and review the performance of your representatives
  • Automation: Saves time by automating repetitive tasks with precision
  • Customizability: Creates pipelines from scratch or use Pipedrive’s templates
  • Visualization: An overview of your sales cycle

Listening, Reporting, and Analytics

Knowledge is important across all aspects of business, and real estate is no exception. For marketing, knowledge comes in three different forms:

  • Listening: Monitor various sources to know the latest market trends and your competitors’ performance
  • Reporting: Consolidate and view your data in a well-organized format
  • Analytics: Examine your reported data to gain information on the patterns and meanings of your numbers

Pipedrive has all these three. Starting with listening, Pipedrive has a social CRM platform that collects valuable social media information for growing your real estate business. The following are available on Pipedrive’s social CRM:

  • Traffic: People who pass through your social media
  • Engagement: People interacting with your social media content
  • Brand Perception: How people see your real estate business

Since each business is unique, creating a fine-tuned reporting dashboard for real estate is paramount. For that, customizable reports are also available on Pipedrive. The data you can get out of Pipedrive includes the following:

  • Deals: The duration, progress, and performance of your deals
  • Conversion: Data on the leads you’ve successfully created and converted
  • Revenue: Get information on your current revenue against your expenses

You can gain valuable analytics or insight into your real estate performance using these numbers. For Pipedrive, here are the analytics options it offers:

  • Activity Performance: Performance of your team as a whole and individually
  • Campaign Performance: The open, click, unsubscribe, delivery, bounce, and spam rate of your emails
  • Subscription Revenue: Total revenue of your business model

And the cherry on top of Pipedrive’s analytics is forecasting. This tells you the likeliest outcome of your current marketing campaign and estimates your growth in the immediate and long-term future.

Team Management

Behind every successful real estate business is an efficient team. Pipedrive lets you manage your team to ensure everyone contributes. With Pipedrive, you can have access to the following team management features:

  • Alerts: Get notifications depending on which stage of the sales process your team is in
  • Chat: Implement a channel that your team can use to communicate with you or each other
  • Document Tracking: Automate approval of proposals and signings
  • Task Management: Create a to-do list for each team member
  • Visualization: Allow access to your pipelines to check each member’s status

Integration with Other Tools

An effective CRM allows the centralization of all your real estate sales tasks. That’s only possible if you have a CRM tool with many integration options — fortunately, Pipedrive does.

You can view Pipedrive’s complete list of third-party integrations here. Listed below are the integrations we deem worthy of mentioning due to their functionality in the real estate sales process:

For Automation

  • Autopilot: Automates your sales funnel using targeted email marketing
  • HappyFox: Increases your help desk efficiency by automating ticket response
  • Zapier: Creates indirect integrations with other tools like ClickUp and Reclaim

For Customer Interaction

  • JustCall: Make or receive calls using Pipedrive
  • Klenty: Increases engagement with a personalized outreach for each potential customer
  • Intercom: Converts leads with engagement and records the interactions with your audience

For Invoicing

  • QuickBooks: An all-in-one accounting software for creating invoices, tracking transactions, forecasting revenue, and more
  • Stripe: Allows customers to pay digitally for your services
  • Xero: A cheaper alternative to QuickBooks. You can see our comparison between the two accounting platforms here

For Productivity and Team Management

For Reporting and Analytics

  • Google Analytics: Gives you more insights about your real estate sales performance
  • Plecto: Real-time data on your team using gamification technology to encourage interaction and project completion
  • QuarterOne: A free-to-use application for sales reports and insights

For Sales and Marketing Processes

  • Docusign: An electronic signature platform that allows you or your customers to sign and manage documents digitally
  • Facebook Ads: Targeted advertisements for Meta users
  • Leadbooster: A chatbot fully aware of your sales funnel to assist your customers from initial interaction to closing

How Much Does Pipedrive Cost?

All good things come at a price, and that includes Pipedrive. Fortunately, Pipedrive has a free 14-day trial for all its plans. Once you’re convinced that you want to avail of their services, here are the plans Pipedrive offers, their cost, and essential features:

Starting Price Per Month$15$29$59$69.90$99
Lead Management
Organization Management
Revenue Forecast
Security Alerts
Phone Support

Note that these are the prices for monthly billing. If you opt for their annual billing, the following becomes the cost per month of their services:

  • Essential: $12.50
  • Advanced: $24.90
  • Professional: $49.90
  • Power: $59.90
  • Enterprise: $74.90 

Pipedrive: The Bottom Line

Pipedrive offers a wide range of features that enhance your sales process. You can gain and convert leads effortlessly with its intuitive lead management tools, extract valuable feedback to build stronger relationships, get crucial sales data, efficiently manage your sales team, and seamlessly integrate it with other essential business tools for a unified and efficient workflow.

Admittedly, Pipedrive comes with a hefty price tag. However, the investment is undoubtedly worthwhile for those serious about streamlining their sales process and maximizing results. 

Overall, Pipedrive is a robust sales CRM tool for all your real estate needs. Give it a spin, and we guarantee it won’t disappoint.

If you’re looking for Pipedrive alternatives, also consider the following tools:

  • Demandbase: Targeted engagement with high-value leads
  • Outreach: High conversion rates for lead
  • Salesforce: Complete sales and management suite for growth and maintenance

Disclaimer: The prices mentioned in this article are accurate as of May 2023. However, please note that prices may vary over time. We recommend verifying the current prices before making any purchases.

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