A CRM to Work Faster Without Sacrificing Service Quality
Respond Faster, Automate Follow-Ups, and Focus on What Matters. In the highly competitive world of real estate brokerage, every minute counts. Between client follow-ups, property visits, negotiations, and administrative tasks, your days are packed, and time always seems to be in short supply. Yet, your success depends on your ability to respond quickly, structure your work efficiently, and maximize your time.
The challenge? Avoiding overload while staying productive. A missed call, a lost email, or a forgotten follow-up could cost you a transaction. So how can you gain speed without compromising the quality of your service?
The key lies in optimizing your management. A real estate CRM designed for your profession helps you automate repetitive tasks, centralize communications, and organize follow-ups in just a few clicks. Less time wasted on admin work, more efficiency to assist clients and close deals.
New to Real Estate CRMs?
If you're new to the concept of a CRM and want to understand its value before exploring advanced features, we recommend starting with this article: A Real Estate CRM to Boost Your Performance.
It provides an overview of CRM benefits and why adopting one is essential for brokers. Once you have these fundamentals, you'll be ready to dive deeper into CRM Essentiel.
Say Goodbye to Scattered Emails: One Tool to Centralize Everything
One of the biggest challenges for a real estate broker is juggling multiple communication platforms. One client sends an email, another messages you on Messenger, and a third calls to discuss an offer. The result? Scattered information and an increased risk of losing track of follow-ups. Centiva’s CRM simplifies this by centralizing all your emails in one place.
As soon as a client contacts you, their message appears instantly in your inbox, with direct access to their client profile, transaction details, and communication history. But communication management doesn’t stop there. You can schedule an appointment, add a follow-up task, take important notes, and tag the conversation for easy classification. No more searching through an overloaded inbox or forgetting key actions—everything is structured and at your fingertips.
Example use case: A broker receives an email from a potential seller looking for a property evaluation. Directly from the Conversations tool, they note key details and schedule an evaluation visit in just a few clicks. To ensure nothing is missed, they create a follow-up task to send a market analysis after the visit. Finally, they tag the conversation as “Potential Seller”, making it easy to find later. All of this happens in seconds, without leaving the interface.
Need help mastering real estate CRM terminology? Check out our Essential Terms Guide to better understand each feature and maximize your CRM usage!
Automate Your Responses with Ready-to-Use Email Templates
Brokers send dozens of emails daily to confirm appointments, follow up with potential buyers, or check in after property visits. Writing these messages manually takes valuable time that could be better spent assisting clients and closing transactions.
With Centiva’s CRM, brokers can access 100+ optimized email templates for recurring needs. These templates allow you to send clear, professional messages in seconds while maintaining consistency in communication. Brokers can select a template, personalize it, and send it immediately.
Because every broker has their own style and needs, it’s also possible to create and save custom templates. This way, recurring messages can be automated and tailored to the market and client realities in just a few clicks.
Example use case: A broker receives a call from a potential buyer who filled out a contact form on their website. Instead of drafting an email from scratch, they select the "First Contact – Buyer" template, designed for quick and engaging responses.
In seconds, they personalize the message with property details and send it. The template also includes an invitation to schedule a call or visit via a booking link, eliminating multiple back-and-forth emails to find a time.
With this approach, the broker responds quickly, projects professionalism, and maximizes their chances of converting the lead into an active client, all while saving valuable time.
Guide Clients at Every Step with Practical Resources
Great customer service isn’t just about responding quickly—it’s also about providing valuable information. Buyers and sellers often need guidance through different transaction stages. To help brokers offer top-tier support, Centiva has integrated exclusive PDF guides directly into email templates.
These guides cover key topics such as: buying process steps, preparing a home for sale, financial aspects of a transaction, and more. The guide is automatically attached, so brokers can provide clients with all the information they need—effortlessly.
Example use case: A broker is working with a family preparing for their first property visits. Knowing that these days can be overwhelming, they want to ensure their clients are well-prepared.
Using a pre-designed communication template, they send an email that automatically includes the “Preparing for Property Visits” guide. This structured document helps clients organize their visit process, ask the right questions, and consider technical and legal aspects.
During the visits, clients can refer to the guide to take notes and compare properties systematically. This structured approach allows for more informed decision-making rather than relying solely on emotions.
For the broker, this means clients are better equipped to evaluate each property objectively. When discussing their impressions later, they already have a clear comparison framework, making conversations more productive and helping them move towards a well-informed decision faster.
In a real estate market where every minute counts, having the right tools is essential to boost productivity and streamline follow-ups. With CRM Essentiel, you can centralize communications, speed up responses, and deliver seamless client support.
Don't let repetitive tasks slow you down. Log into CRM Essentiel now and see how it can transform your daily workflow. And for a fast and effective onboarding, access our free training, designed to guide you step by step through the CRM’s features.
Ready to optimize your real estate management? Start your CRM journey today! To log in for the first time, visit the Centiva platform and navigate to the CRM module.
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