Discover how to efficiently manage, nurture, and close deals with OnePropertee's Leads CRM. Learn how to use its features to boost your real estate sales.

Estimated reading time: 10 minutes

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In real estate, managing leads effectively can make or break a deal. The OnePropertee Leads CRM is a powerful tool designed to help real estate professionals track, engage, and close deals efficiently by organizing and managing potential buyers. This comprehensive guide will walk you through how to make the most out of the OnePropertee Leads CRM, covering key features and actionable insights that can enhance your sales efforts.

Quick Overview of What You’ll Learn

• Learn the tasks you can do on the main Leads CRM page, from searching for specific leads to filtering and updating lead statuses.

• Learn to navigate the Lead Details page, send emails directly, add private notes, assign leads, report leads, and view inquiry histories.

• Learn tips on leveraging CRM features to ensure you engage with active leads and nurture prospects for better conversions.

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Module 1: Main Leads CRM Page

The Main Leads CRM Page of OnePropertee provides a comprehensive overview of your leads, allowing you to perform quick and efficient actions to manage them effectively. Here's what you can do:

☑️ View General Information About a Lead and Perform Quick Actions

The main page of Leads CRM offers an at-a-glance overview of your leads, showing their name, source, and recent status. You can also perform quick actions like viewing their contact details.

Benefit: You save time by accessing essential lead details instantly and taking immediate action to nurture leads.

☑️ Search for a Specific Lead by Name, Mobile, or Email Address

Quickly locate a specific lead by entering their name, phone number, or email address in the search bar. This feature ensures that your Leads CRM is easy to navigate, even with a large number of leads.

Benefit: Effortlessly find and manage individual leads, ensuring no potential client is overlooked.

☑️ Filter Leads by Status and Source for Efficient Lead Management

Easily sort your leads based on their current status (e.g., new, in discussion, closed deal) or the source they originated (e.g., Free, Paid Inquiry, Lead Boost Direct). This functionality allows for more organized and effective management.

Benefit: Allows you to prioritize high-potential leads by quickly identifying which leads need your attention based on their recent status and where they came from.

☑️ Update Lead Status Based on the Latest Engagement

After interacting with a lead, you can immediately update their status on the main page to reflect your latest communication or activity.

Benefit: Keeping lead statuses up-to-date helps you stay organized and ensures you maintain an accurate sales pipeline.

☑️ Quick Access to Contact Details

The CRM provides instant access to each lead’s phone number and email address, eliminating the need to switch between applications or tools.

Benefit: Having all your leads' contact details in one place will streamline your communication with them and make follow-ups more efficient.

☑️ Quick Access to Active Leads

The CRM highlights active leads, giving you the chance to engage with prospects who are actively browsing properties or have recently inquired.

Benefit: Engaging with leads while they are still interested increases the likelihood of closing deals. Quick access to active leads helps you stay ahead of the competition.

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Module 2: Lead Details Page

When you click on a specific lead from the Main Leads CRM Page, you’ll be directed to the Lead Details Page, where you can access deeper information and take more actions to nurture and manage the lead.

☑️ Get More Detailed Information About the Lead and Perform More Actions

The Lead Details Page offers an in-depth view of the lead's profile, including their inquiry history, property preferences, and any recent activity on listings.

Benefit: A deeper understanding of your lead’s needs helps you tailor your follow-up, increasing the chance of conversion.

☑️ Send LeadMail Directly from the Platform

You can send emails (LeadMail) to your leads directly from the Leads CRM, allowing you to maintain a record of all communications without leaving the platform.

Benefit: This feature saves time and ensures all lead-related communications are easily trackable in one system.

☑️ Add Private Notes

Document special details about each lead by adding private notes. This feature is especially useful for capturing important information that might help in future interactions, such as preferred property features or budget constraints.

Benefit: Personalizing your follow-ups based on these notes can enhance lead engagement and build stronger relationships.

☑️ Assign a Lead to Another Seller

If you're part of a larger real estate team, you can easily assign a lead to another seller or agent in your group. This delegation feature is helpful for team-based lead management.

Benefit: Efficiently manage leads within your team by assigning them to the most appropriate seller for better service and conversion.

☑️ Report a Lead

In cases where you no longer wish to engage with a specific lead, you can report the lead within the CRM. This action ensures that non-viable leads don’t clutter your pipeline.

Benefit: Clean up your CRM by focusing only on leads with high potential, improving your efficiency.

☑️ Access to the Inquiry History Tab

The Inquiry History tab provides a record of all the properties the lead has previously inquired about. This is essential for understanding their preferences and potential buying intent.

Benefit: By knowing what properties a lead has shown interest in, you can craft more targeted communication that meets their needs.

☑️ Access to the Activity Tab

In the Activity tab, you can view timestamps of the lead's recent actions, such as their last inquiry or latest login. This helps you gauge their level of engagement and interest.

Benefit: Timing your follow-up based on the lead’s activity ensures that you engage when they are most active and likely to respond.

By following this guide, you can unlock the full potential of the OnePropertee Leads CRM to streamline your lead management, nurture relationships effectively, and close more deals. With real-time insights, easy communication tools, and features designed to prioritize the right leads, the Leads CRM equips you to succeed in the fast-paced Philippine real estate market.

For additional tips on improving your real estate lead management, check out our article for Leads Nurturing.