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How Real Estate Site Visit Tracking Works & How to Do It?

A real estate site visit tracker is a digital tool that streamlines property visits for real estate professionals. It logs details like dates, attendees, observations, and follow-up tasks, while also storing documents such as photos and floor plans. This enhances organisation, collaboration, and decision-making.

Converting a lead into a customer requires consistent nurturing, guidance, and engagement. A smooth site visit plays a crucial role in this process. Site visit digitisation simplifies the journey for agents and leads, ensuring better conversions. Let’s explore how it works in the real estate industry.

What is Real Estate Site Visit Tracking?

Real estate site visit tracking or site visit digitisation is the process of improving the user experience when they choose to visit the site. It happens through a real estate CRM (Customer Relationship Management). A CRM like Builedsk is specifically designed for real estate agents, channel partners, builders and developers. This feature effectively tracks property site visits and gives you better insights into how many people visited the site, what’s their feedback and much more. It also automates the entire process, ultimately solving problems happening due to manual work and guaranteeing accurate data collection.

How does site visit digitisation work?

Setting Up a Real Estate CRM

The first step is to set up a real estate CRM system that can capture the lead information through different sources. It could be through social media, email campaigns, ads or even through third-party websites. Once the lead information is captured, it is automatically updated in the CRM system.

Analysing & Nurturing Leads

Next, the system allows you to analyse the lead information, manage leads and nurture them through email campaigns, follow-up calls or even personalised messages. This not only helps in converting leads into clients but also keeps the potential buyers engaged and interested in your property.

Prioritising & Scheduling Site Visits for Interested Leads

Once the lead is qualified and interested, you can book a site visit digitally through the real estate CRM system. This feature removes the hassle of manual appointment setting and makes sure that all appointments are handled accurately.
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How to start site visit digitisation?

Real Estate CRM like Buildesk comes with a built-in appointment scheduling system. This allows you to easily view and manage all upcoming site visits, as well as schedule new ones for interested leads. Here we have listed out some steps of the site visit digitisation process:

  • Schedule Event

When the lead is ready for a site visit, you can create a task or event in the CRM for the same. This will include adding an executive to guide the lead on site, select a specific date and time suitable for both parties, and add any necessary notes or instructions. You can also add automatic reminders to ensure that the lead and the executive don’t miss their scheduled site visit.

This will send them notifications via text message, email and WhatsApp before their appointment. Once the event is scheduled, the lead and executive will be notified about the necessary details such as the property address, contact information, and meeting instructions.

  • Site Visit

The next step is the site visit, where the lead will have a chance to see the property in person and ask related questions. The assigned executive will be present with them to provide the property tour and answer any questions or concerns.

During the site visit, it is important for executives to make a good impression and present all the unique features and selling points of the property. They should be prepared to answer questions about the pricing, flats availability, and amenities. This is an opportunity for the lead to experience how it would be like living in space, so it is important for the executive to create a positive and welcoming environment.

  • Feedback

Once the executive is done with presenting the site, they should ask for feedback from the lead. This will show that you value their opinion and are open to addressing any concerns or suggestions. The feedback can also help in understanding the needs and preferences of the lead and tailor the sales pitch accordingly in next communications.

You can collect the feedback through a customised form in real estate CRM. Very few CRMs have a mobile app, one such CRM is Buildesk which is know for its CRM app.
With the use of app, the executive can capture feedback on their mobile and wouldn’t requrie to carry the laptop everywhere they go.

  • Real-Time Updates

The real estate CRM syncs data across devices in real-time which means any updates or changes made by the executive in mobile will be immediately reflected in the system. This ensures that all team members have access to the most up-to-date information, allowing for better collaboration and more efficient communication.

Later you can work on sending personalised messages to the leads based on the feedback they have provided. This will help in building a strong relationship with the leads and show them that you value their opinions.

Conclusion

Currently Buildesk CRM offers the best site visit digitisation feature, ensuring smooth operations and improved customer satisfaction. Don’t miss out on the opportunity to take your business to the next level with a real estate CRM.
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