The Importance of a Well-Integrated CRM

A multitude of specialist technologies make up the essential business toolkit, which for property professionals nowadays includes a minimum of...

• An email and diary manager, like Microsoft Outlook or Gmail 
• An accounting software, e.g. Xero
• Tools for credit checking and due diligence, such as SmartSearch and Companies House
• A specialist CRM system, like Agency Pilot CRM
• Marketing platforms, such as listing sites (Rightmove, Zoopla, EG Propertylink etc) and social media accounts

But running multiple applications can cause roadblocks and frustrations such as wasted resource, restricted access to knowledge, and inconsistencies in data and information.

So how can you optimise business processes, while also keeping up to date and benefitting from all the features offered by the various market-leading technologies?

What is a System Integration?

System integrations unite different platforms and allow them to ‘talk to each other’ and work harmoniously, creating one cohesive infrastructure. A CRM system like Agency Pilot CRM can integrate with other tools so that all information relating to the clients, enquiries, properties, and transactions that a property professional needs for a job can be accessed quickly and easily from one central source of truth.

Why are System Integrations Important?

System integrations offer quick and easy access to up-to-date information, and can increase productivity for your business in many ways:

STREAMLINE BUSINESS PROCESSES

Are your staff manually updating the same data across multiple systems? A well-integrated CRM will automatically apply changes to data in other platforms, so you only need to make updates once, in one central system! Agency Pilot CRM integrates with a long list of portals like Rightmove, Zoopla, and EG Propertylink, so updating a property record in Agency Pilot CRM automatically updates all listing sites too. This makes it easy to ensure property marketing is accurate and up to date, and saves time and effort spent on manual data entry, allowing agents to work more efficiently and increase their output.

ACCELERATE ACCESS TO SHARED KNOWLEDGE

System integrations make information managed in various different systems available from just one, so that employees can access all the knowledge they need from one central platform that they use daily and are familiar with. For example, we have developed a system integration with accounting software Xero so staff can access up-to-date information on clients' accounts directly from the client's company record in Agency Pilot CRM. System integrations like this one remove roadblocks and delays in accessing information, increasing your delivery rate, and allowing for higher productivity.

REDUCE OPERATIONAL COSTS

A system integration makes knowledge accessible from one reliable platform, so employees don’t need so many logins, and don't need to learn how to use lots of different systems. System integrations can also unlock information that otherwise would not be available without additional resource. Agency Pilot CRM integrates with HM Land Registry so that users can discover commercial property ownership and comparable transactions using an interactive map within the system. Integrations like this increase the value of your CRM and save costs on additional products.

Agency Pilot CRM’s Powerful System Integrations Accelerate Productivity

Agency Pilot CRM is extremely well-integrated, with only a mere few of our integrations mentioned in this article! Click here to see the full list of platforms we integrate with, and get in touch today to find out how your business could use our powerful integrations to accelerate productivity.

Amy Trueman, 27th November 2023