Business Operations

Tataiso ea ho qetela ea Theknoloji ea Agent ea Thekiso ea Litša: CRM, Lead, and Transaction Management (2024)

Tataiso ea mantsoe a 3000+ e tsamaisoang ke data bakeng sa barekisi ba thekiso ea matlo le meaho mabapi le ho khetha stack e nepahetseng ea theknoloji. E kenyelletsa lipapiso tsa CRM, meralo ea lintlha tse etellang pele, litempele tsa mahala, le tlhahlobo ea litšenyehelo.

14 min read

Mewayz Team

Editorial Team

Business Operations
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Tataiso ea ho qetela ea Theknoloji ea Agent ea Thekiso ea Matlo: CRM, Lead, and Transaction Management (2024)

Ka Sehlopha sa Mewayz Strategy | Lintlha tse tsoang ho basebelisi ba 138,000+ | E qetetse ho ntlafatsoa: Pulungoana 2023

Lethathamo la Litaba

1. Hobaneng ha Tech Stack ea Hau e le Sesebelisoa sa Hao sa #1 sa Thekiso

Ho morekisi wa sejoalejoale wa thekiso ya matlo, theknoloji ha se ditjeho tsa tsamaiso—ke enjene ya hao ya letseno. Ak'u nahane ka sena: baemeli ba sebetsang hantle ba qeta nako e ka tlaase ho 41% nako e fokolangho kenya data ka letsoho le mesebetsi ea tsamaiso ho feta lithaka tsa bona, ba khutlisetsa nako eo mesebetsing e kenyang chelete e kang ho latela pele le likopano tsa bareki1. Leha ho le joalo, 67% ea baemeli ba tlaleha ho sebelisa lisebelisoa tse hlano kapa ho feta tse khaotsoeng tsa software letsatsi le leng le le leng, ho baka ho se sebetse hantle le ho boloka boitsebiso.

Theko ea monyetla e ea makatsa. Ho ipapisitsoe le lintlha tse tsoang ho basebelisi ba rona ba 138,000+ ba Mewayz, baemeli ba sebelisang sistimi e kopaneng ea theknoloji bona:

  • keketseho ea 3.2x ea litefiso tsa ho sokoloha ho isa ho moreki nakong ea matsatsi a 90
  • Karolelano ea ho boloka nako ea lihora tse 14.7 ka beke mabapi le khokahanyo ea transaction
  • 28% lintlha tse phahameng tsa khotsofalo ea bareki ka lebaka la puisano e tsoelang pele

Tataiso ena e fana ka lintlha, meralo, le lithempleite tse ka sebelisoang tseo u li hlokang ho theha stack ea theknoloji e sebetsang ka thata joalo ka uena.

2. Metheo ea CRM: Ka Ntle ho Buka ea Aterese ea Dijithale

CRM ea 'nete ea thekiso ea matlo ke setsi sa mantlha sa khoebo ea hau. E tlameha ho sebetsana le mesebetsi e meraro ea mantlha ka nako e le 'ngoe:Taolo ea Likamano, Taolo ea Pipeline, le Marketing Automation.

2.1 Likarolo tsa CRM tse sa Buisanoeng (2024)

  • Tsela ea Melaetsa e Mebeli & Khokahano ea Khalendara: Lengolo-tsoibila le kopano e 'ngoe le e 'ngoe ea bareki e tlameha ho ingolisa ho rekoto ea bona ea mabitso.
  • Mehato e Ikemetseng ea Lipeipi: Ho tloha ho "Lebitso la Pele" ho ea ho "Tsoetsoeng - E fetiselitsoeng" ka ntlafatso ea ho hula le ho theola.
  • Tatelano e Ikemetseng: Li-imeile/mangolo a ipapisitseng le nako kapa boitšoaro (ka matšoao a ho iketsetsa motho).
  • Bobolokelo bo Kopantsoeng ba Tokomane & Lets'oao la E: Ha ho sa batloa likonteraka ka li-imeile.
  • Sesebelisoa sa Mehala se Kenyellelitsoeng Ntle le Marang-rang: 63% ea liapdeite tsa CRM li etsahala ho tsoa sesebelisoa sa mohala se sebetsang2.
  • Mohloli o ka Sehloohong & Tracking ea ROI: Tseba hantle hore na ke papatso efe ea Zillow, open house, kapa poso ea Facebook e hlahisang litumellano tse koetsoeng.

2.2 Theko e Patiloeng ea li-CRM tse "Mahala"

Leha lisebelisoa tse kang HubSpot CRM li fana ka tier ea mahala, litšenyehelo tsa 'nete li hlaha ka nako le menyetla e lahlehileng. Tlhahlobo ea rona e bonts'a baemeli ba merero ea mahala e lekanyelitsoeng ba qeta nako e eketsehileng lihora tse 5.1 ka bekelits'ebetsong tsa matsoho mme ba haelloa ke boiketsetso ba bohlokoa bakeng sa ho holisa loto. Tafole e ka tlase e hlalosa litšenyehelo tsa 'nete.

3. 2024 Real Estate CRM Comparison & Cost Analysis

Sethala Theko ea ho Qala (Khoeli le Khoeli) Matla a Bohlokwa Mefokolo ea Bohlokoa Molemo ka ho Fetisisa Latela Mookameli $99/moemedi Sehlopha se tsepamisitse maikutlo, ho romellana melaetsa ka matla, ho tsamaisa litaba Litsenyehelo tse phahameng, mokhoa o phahameng oa ho ithuta Lihlopha tsa 3+ liakhente tse nang le molumo o phahameng oa keta LionDesk $25/moemedi Imeile ea video, lisebelisoa tse matla tsa kholiso Sebopeho se ka utlwahala se sa kopane Baemeli ba Solo ba tsepamisitse maikutlo ho bapatsa ka lifitio HubSpot CRM (Mahala) $0 Tier e matla ea mahala, papatso e ntle ea lengolo-tsoibila Ha se taba ea thekiso ea matlo le meaho, taolo ea transaction e hloka litlatsetso Baemeli ba theknoloji ba ikemiselitseng ho itlhophisa Mewayz Business OS $19-$49/mo (basebedisi ba se nang moeli) 208 modules e kopantsoeng (CRM, transactions, docs, accounting), 94% margins a qotsitsoeng, mahala ka ho sa feleng Lets'oao le sa tsejoeng haholo (empa basebelisi ba 138K) Baemeli le li-brokerage tse nyane tse batlang sistimi ea tsohle ka litjeho tse tsitsitseng RealtyJuggler $29.95/mo Ke nako e telele e thehiloe, khetho ea komporo e fumaneha Sebopeho se siiloeng ke nako, likhokahano tse fokolang Lisebelisuoa tse hanyetsanang le lisebelisoa tsa maru feela

1,2 Lintlha tse nkiloeng ho tsoa ho 2023 National Association of Realtors® "Technology Survey" le lintlha tse kopaneng tsa mosebelisi tse sa tsejoeng ho tsoa sethaleng sa Mewayz.

4. Ho aha Sistimi ea Lintlha tse Tsamaisang Letoto la Lintlha

Ha se bohle ba etellang pele ka ho lekana. Sistimi ea lintlha tse etellang pele e beha tatellano ea hau pele ho ipapisitse le monyetla oa ho etsa transaction. Mona ke moralo o netefalitsoeng o sebelisoang ke bahlahisi ba kaholimo.

4.1 Boitšoaro khahlano le palo ea batho ba bangata

Abela lintlha ho latela mekhahlelo e 'meli:

  • Demographic Fit (Passive Data): Na li lumellana le boemo ba hau bo nepahetseng ba moreki? (mohlala, +10 lintlha bakeng sa aterese ea IP ea lehae, +20 bakeng sa boemo ba mong'a ntlo).
  • Boemo ba Boikamahanyo (Boitsebiso bo sebetsang): Ba sebelisana joang le uena? (mohlala, +5 bakeng sa ho bula lengolo-tsoibila, +15 bakeng sa ho etela leqephe la "apply for mortgage" sebakeng sa hau sa marang-rang).

4.2 Mohlala o ka Sehloohong oa Lintlha (HTML Table)

Mekhahlelo ea ho Fumana Lintlha: 0-24 pts (Ho bata), 25-49 pts (Mofuthu), 50+ pts (Ho chesa). Batho ba chesang ba lokela ho fumana mohala nakong e metsotso e 5.

5. Mokhoa oa Sejoale-joale oa Moeta-pele: Ho Tloha ho Tlanya ho ea ho Mabitso

Wepsaete ea hau le marang-rang a sechaba ke lijenereithara tse etellang pele tsa 24/7—haeba li ntlafalitsoe ka nepo.

5.1 Lithempleite tsa Moeta-pele tse Fetolelang Phahameng ka ho Fetisisa

Sebakeng sa "Ingolise ho lengolo la ka la litaba," fana ka lisebelisoa tse ikhethileng, tsa boleng bo holimo. Mona ke libapali tse peli tse netefalitsoeng:

Lead Magnet Template: "Lenaneo la ho Itokisetsa Lehae"

Seo e leng sona: Lethathamo la maqephe a 2 la PDF le sebetsanang le ho felloa ke lintho tse ngata, ho se be le botho, litokiso tse nyane, le lintlha tsa motheo ho etsa hore 'maraka oa lapeng o lokisoe.

Hobaneng e sebetsa: E hohela barekisi ba nang le tjantjello qalong ea leeto la bona. E u beha joalo ka setsebi, eseng morekisi feela.

Mabaka a Foromo: Lebitso, Imeile, Aterese ea Thepa (bakeng sa tekanyetso ea mahala), Letsatsi la Lethathamo leo re le Rekileng.

Fumana Phetolelo e Feletseng, e ka Fetohang: Template ena, hammoho le tse ling tse 5, li fumaneha e le mojule o hahiloeng esale pele ho Mewayz Business OS. E tlise akhaonteng ya hao ka ho tobetsa hang.

6. Automated Nurture Workflows E hlileng e Fetola

Automation ha se "e beha mme o e lebale." E "e beha le ho e laola ka leano." Mona ke mohato ka mohato tatellano ea kholiso ea bareki.

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  1. Letsatsi 0 (Instant): Arabela ka boits'oaro ka bukana ea hau ea dijithale le sehokelo sa ho hlophisa mohala oa "Home Buying Strategy" oa metsotso e 15.
  2. Letsatsi la 1: Lengolo-tsoibila le ikhethileng le nang le manane a 3 a tsamaellanang le maemo a bona a mantlha (e huleloa ka bo eona ho tsoa ho IDX ea hau).
  3. Letsatsi la 3: Molaetsa oa Mongolo: "Lumela [Lebitso], ke bone lehae le leng [Aterese] le hlahang le so be li-portal. Na u khahlehela litaba?"
  4. Letsatsi la 7: Lengolo-tsoibila la thuto: "Liphoso Tse 5 Tse Tloaelehileng Ha Bareki ba Nako ea Pele ba Etsa [Video]."
  5. Letsatsi la 14: Imeile ea karohano: "Ha ke so utloe ho tsoa ho uena. U ntse u batla? Haeba ho se joalo, ke tla koala faele ea hau. Araba feela 'emisa'." (Hangata sena se tsosa karabelo).

7. Tsamaiso ea Ts'ebetso: Ts'ebetso ea Mehato e 37 e Nolofalitsoeng

Khoebo e le 'ngoe e kenyelletsa 37+ mesebetsi ea motho ka mong ho pholletsa le mekha e 8 (moemeli, moreki, mofani oa chelete, sehlooho, joalo-joalo). Sistimi e ikemiselitseng e thibela liphoso tse theko e boima.

  • Nako e Bohareng: Nako e 'ngoe le e 'ngoe ea ho qetela (tlhahlobo, litekanyetso, boitlamo ba kalimo) e bonahala sebakeng se le seng, ka likhopotso tse itirisang matsatsi a 3 pele ho moo.
  • Lethathamo la Litokomane: Lethathamo le matla la litokomane tse hlokoang (li senolelo, lihlomathiso, liforomo tsa HOA) le tšoaeang ha lintho li tlatsoa le ho saena ka e-mail.
  • Tlhaloso ea Khomishene: Iketsetse kopo ea hau ka bo eona, u arolelane le khoebo ea khoebo, 'me u hakanye chelete eohle ka mor'a litšenyehelo.

Lipolanete tse kang Mewayz li theha sena ho CRM, kahoo rekoto ea mabitso e fetoha dashboard ea transaction hang ha tlhahiso e amohetsoe, e felisang ho kenya data habeli.

8. Bohlokoa ba ho Kopanya: Ho hokahanya lisebelisoa tsa hau

Theknoloji ea hau ea marang-rang e lokela ho buisana. Likopano tsa bohlokoa ho batloang:

  • CRM ⇔ Email/Khalendara (Gmail/Outlook/Apple): Motheo.
  • CRM ⇔ MLS/IDX: Kenya lipatlo tse bolokiloeng le lintlha tsa thepa.
  • CRM ⇔ E-Signature (DocuSign, HelloSign): Suthela litokomane ka kotloloho ho motho eo u batlang ho saena.
  • CRM ⇔ Papatso (Mailchimp, Facebook): Khokahanya manane a mabitso le litataiso tse ipapisitseng le boitšoaro.
  • CRM ⇔ Accounting (QuickBooks): Iketsetse li-invoice tsa likhomishene le litšenyehelo.

ABusiness OS e tšoanang le Mewayz e iphapanya bothata ba ho kopanya ka ho haha ​​mesebetsi ena e le li-module tsa tlhaho ka har'a sethala se le seng, ho netefatsa botšepehi ba data le sebopeho se kopaneng.

9. Matrix ea Qeto ea Theknoloji ea Moemeli

Sebelisa moralo ona oa lintlha ho lekola sesebelisoa leha e le sefe sa software. Kala sehlopha ka seng ho tloha ho 1 (Mafutsana) ho isa ho 5 (E ipabolang). Palo eohle ea lintlha tse ka tlase ho 18 e bolela hore u 'ne u shebe.

Ketso / Semelo Lintlha Tier
E fana ka kopo e felletseng ea boleng ba lehae +25 Ho Tswella Pele
Sheba lintlha tsa thepa > makhetlo a 3 ka matsatsi a 7 +20 Ho Tswella Pele
E bula li-imeile tse 3+ ka tatellano +15 Ketapele e Mofuthu
O kena ntlong e bulehileng (ka-motho) +30 Ho Tswella Pele
Aterese ea IP ho tsoa kantle ho naha -10 Cold lead
E itokolla ho tsoa ho li-imeile -100 Ha o tshwanelehe

10. Leano la Phethahatso la Matsatsi a 30

Ho hlahisa theknoloji e ncha ka katleho ho hloka moralo. Se leke ho etsa tsohle ka nako e le 'ngoe.

Beke ea 1: Phalliso ea Boitsebiso & Tlhophiso ea Konokono

Kenya mabitso ohle. Iketsetse khokahano ea hau ea lengolo-tsoibila. Hlalosa mekhahlelo ea lipeipi tsa hau ho CRM.

Beke ea 2-3: Automate One Process

Khetha tšebetso e LE NNGWE e nang le tšusumetso e kholo (mohlala, tatelano e ncha ea ho amoheloa) 'me u e hahe. E hlahlobe ka botlalo.

Beke ea 4: Koetlisa 'me U Tsoele Pele

Matha thupelo ea hora e 1 (e ngole). Fetolela ho sistimi e ncha bakeng sa lits'ebetso tsohle tse ncha.

U se U Loketse ho Aha Sistimi ea Hau e Kopantsoeng?

Emisa ho kopanya lisebelisoa tse khaotsoeng. Mewayz Business OS e fana ka li-module tse 208 tse kopaneng-ho tloha ho CRM le ho ts'oaroa ho isa taolong ea transaction, polokelo ea litokomane le accounting - sethaleng se le seng. Qala ka tena ea rona ea mahala e sa feleng, kapa u notlolle lisebelisoa tse tsoetseng pele ho tsoa ho $19 feela / khoeli bakeng sa basebelisi ba se nang moeli.

→ Tseba Mejule mme o Qala Mahala ho app.mewayz.com

Lipotso Tse Botsoang Hangata (FAQ)

1. Ke motho ea sebetsang ke le mong ea nang le tekanyetso e thata. Ke bonyane bonyane ba theknoloji eo ke e hlokang?

Karabo: U hloka lisebelisoa tse tharo tsa mantlha: 1) Aterese ea lengolo-tsoibila ea setsebi, 2) ACRM ea motheo (Mewayz's free tier kapa HubSpot CRM), le 3) Sesebelisoa sa e-signature (joaloka morero oa mahala oa HelloSign). Beha pele CRM e ka holang le uena; ho lefa $ 19-49 / mo bakeng sa tsamaiso ea bohle-ka-e le 'ngoe joaloka Mewayz hangata e bitsa chelete e tlaase ho feta ho qetella e ingolisa ho tharollo ea lintlha tse arohaneng tsa 4-5.

2. Ke fumana lintlha tsa khale, tse bohlasoa joang ho CRM e ncha?

Arabo: U se ke ua pheha leoatle. Qala ka ho romela mabitso a hau ho tsoa ho lengolo-tsoibila le mohala oa hau. Li kenye kaofela ho CRM ea hau e ncha, ebe u sebelisa likarolo tsa eona tsa ho tšoaea kapa ho etsa lethathamo ho ho tseba lenane la hau la "A" (bareki ba nakong e fetileng, baetapele ba sebetsang). Sebelisa metsotso e 30 ka beke ho hloekisa lethathamo la "A" pele. Li-CRM tse ngata tse ntle li na le lisebelisoa tsa ho etsa likopi tse thusang.

3. Na ho bohlokoa ho lefa CRM ha khoebo ea ka e fana ka eona?

Karabo: Hangata, ho joalo. CRM ea khoebo ea hau e etselitsoe litlhoko tsa barekisi (ho lumellana, ho okamela). CRM ea hau ke letlotlo la oo nang le lona le ho laola haeba o fetola li-brokerage. E ka ikamahanya le maemo le lits'ebetso tsa hau tse ikhethang. Sebelisa mokhoa oa ho rekisa bakeng sa mesebetsi e tlamang ea ho latela melao, empa tsamaisa khoebo ea hau ea mantlha ka sistimi ea hau.

4. Phoso e le 'ngoe e kholo ka ho fetesisa ke efe ka thekenoloji ea thekiso ea matlo?

Karabo: Ho reka likarolo tseo ba sa li sebeliseng. Phoso ke ho reka sethaleng se rarahaneng le ho sebelisa 10% ea sona. Qala bonolo. Tseba likarolo tsa mantlha-taolo ea likhokahano, tatellano ea lengolo-tsoibila, le lenane la tlhahlobo ea transaction-pele o kenya li-automation tse tsoetseng pele. Sesebelisoa se bonolo, se sebelisoang ka botlalo joalo ka Mewayz se hlola se rarahaneng, se sa sebelisoeng hantle ka linako tsohle.

5. Ke lekanya joang ROI ea tšebeliso ea theknoloji ea ka?

Karabo: Latela litekanyetso tse tharo tsa khoeli le khoeli: 1) Nako e Bolokiloeng: Lihora tse fokolitsoeng mosebetsing oa matsoho, 2) Reite ea Baetapele ba Phetoho: Peresente ea baeta-pele ba fetohang bareki, le 3) Khotsofalo ea Bareki (NPS): Liphetho tsa lipatlisiso ho tsoa posong. Haeba tekhenoloji ea hau ea $49/mo e boloka lihora tse 10/khoeli (e jang $500+ ea nako ea hau) 'me e eketsa liphetoho ka 10%, ROI e ntle haholo.

Mehloli & Lintlha: Tataiso ena e kenyelletsa lintlha tse tsoang ho Patlisiso ea Theknoloji ea NAR 2023, lintlha tse akaretsang tse sa tsejoeng ho tsoa ho basebelisi ba Mewayz ba 138,000+, le litekanyetso tsa indasteri ho tsoa ho bahlahlobisisi ba thekenoloji ea thekiso ea matlo. Litheko le likarolo tsa sethala li nepahetse ho tloha ka Pulungoana 2023. Kamehla netefatsa ka kotloloho le barekisi pele u reka.

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Mekhahlelo ea Tekolo Boima Lintlha tsa Hao (1-5) Weighted Score
Mosebetsi oa mantlha: Na e etsa mosebetsi oa mantlha hantle? 30%
Ho bonolo ho e Sebelisa/Ho Amohela: Na uena le sehlopha sa hau le tla e sebelisa letsatsi le letsatsi? 25%
Bokhoni ba ho Kopanya: E hokahana hantle hakae le lisebelisoa tsa hau tse ling? 20%
Litšenyehelo khahlano le ROI: Na theko e loketse ho latela nako e bolokiloeng kapa chelete e ekelitsoeng? 15%
Tshehetso & Koetliso: Na thuso ea boleng e teng ha u e hloka? 10%
MANO KAOFELA (ho a 100) 100%