How to do a good lead follow-up with Mediaelx CRM How to do a good lead follow-up with Mediaelx CRM How to do a good lead follow-up with Mediaelx CRM

How to do a good lead follow-up with Mediaelx CRM
6 February 2024

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If you work in the real estate sector, you know that simply posting your properties on the most popular portals and waiting for enquiries is not enough. You need to be attentive to potential buyers' demands, answer their questions, provide valuable information, address their concerns, and accompany them throughout the purchasing process. In essence, you need to effectively follow up on leads.

But, how can you do this efficiently without wasting time? The answer is to use CRM Mediaelx, a tool specifically designed for the needs of real estate agencies.


Step 1: Locate Enquiries

Find the "Enquiries" section in your control panel, located at CRM > Enquiries. All relevant information will be recorded here, from property details to information provided by the client.

How to do a good lead follow-up with Mediaelx CRM

Step 2: Respond Effectively

  • Email Response from CRM: Use this option for centralized, efficient, and personalized communication.
  • WhatsApp Response: Contact your leads quickly and directly through instant messages from the CRM.
  • Calls and SMS: Phone communication provides a personalized and fast connection with your leads. Don't hesitate to follow up with calls and text messages.

 How to do a good lead follow-up with Mediaelx CRM

Step 3: Automate Your Responses

Simplify your work by automating emails and text messages to inform leads that you've received their message.

The Mediaelx CRM integrates several different response templates so you can communicate with them professionally and effectively. You just have to select the desired response template, and your email will be sent with your real estate corporate data.

The templates are compatible with any device, meaning your messages will look perfect on desktop, tablet, or mobile.

How to do a good lead follow-up with Mediaelx CRM

Step 4: Adjust Your Search Strategies

Once contact is established with your potential client, it's time to adjust the search criteria in the Mediaelx CRM to meet their specific needs. Use the "Matching" section in the client's profile to define search parameters and improve the accuracy of your property recommendations.

How to do a good lead follow-up with Mediaelx CRM

Step 5: Maintain Continuous Follow-Up

Keep detailed records of all interactions and pending tasks using the Calendar, Tasks, and Calls features of the Mediaelx CRM. Organize your events, assign tasks, and receive automatic reminders to not miss any important details.

How to do a good lead follow-up with Mediaelx CRM

Step 6: Send Automated Newsletters

With the Mediaelx CRM, you can automate communication with your clients through automatic responses and scheduled newsletters.

  • Automatic responses ensure an immediate reply when a client requests information about a property, providing additional details and similar recommendations.
  • Automatic Newsletters keep your clients updated with new opportunities every week, sending a selection of 3 to 4 properties that match their specified search criteria in the CRM.

How to do a good lead follow-up with Mediaelx CRM

Additional Step: Schedule Strategic Calls

Don't settle for just one call. Many leads are lost simply because they weren't contacted at another time. Schedule calls at different times of the day and week to maximize your chances of contact.

  • Add a note in the CRM Calendar to schedule new calls at a different time of the week and day.
  • Set up Alerts on the calendar to remind you when you should make these follow-ups.

How to do a good lead follow-up with Mediaelx CRM

What More Can You Expect from the Mediaelx CRM?

  • Web and Mobile Version: Access information anytime, anywhere, from any device. Keep your business moving, whether in the office, at home, or on the go. The convenience of the web and mobile version ensures you're always connected, facilitating hassle-free real estate management tailored to your routine.
  • Convert enquiries to clients or prospects with a single click. This way, you can create a personalized profile for each lead, where you can save their contact information, preferences, budget, etc. Additionally, you can assign them a status (interested, pending, discarded, etc.) and a responsible agent.
  • Advanced data analysis: Obtain valuable insights into the performance of your properties, enquiries, and responses. Use this information to adjust strategies and maximize your sales opportunities.
  • Security and privacy: The Mediaelx CRM ensures the security of your data and the privacy of your leads. Trust in a platform that prioritizes the confidentiality of information.
  • Personalized support: You're not alone on this journey. Mediaelx offers personalized support service, ensuring you make the most of all features and resolving any doubts or issues you may have.

With the Mediaelx CRM, lead follow-up becomes a smooth and efficient task, ensuring no opportunity is missed and every interaction is meaningful. Optimize your real estate management today with Mediaelx!

How to do a good lead follow-up with Mediaelx CRM

Enjoy the Benefits of Working with the Mediaelx CRM

Effective lead tracking is essential for any real estate agency looking to increase sales and cultivate lasting relationships with its clients. However, we know this task is not simple; it requires organization, meticulous planning, and effective communication.

This is where the Mediaelx CRM becomes your indispensable ally, providing you with all the essential tools to manage portal enquiries, send automatic emails, plan tasks, events, and calls, export to different platforms, and access critical information from any device.

If you want to learn more about our CRM, contact us. We'll be happy to assist you and offer you a free demo. Don't wait any longer and start enjoying the benefits of working with the Mediaelx CRM!

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