Not every firm needs a CRM. But many do. Problem is, even in the firms that have a CRM, agents often manage their own contacts their own way. This approach is par for the independent contractor course, but when brokers are investing in lead gen, they have the right to dictate how this data is managed.
- Real estate offices would ultimately function better using a single contact database, but disparate contact management tools have become commonplace.
- PieSync automatically maintains data consistency between multiple business tools that hold customer data.
Have suggestions for products that you’d like to see reviewed by our real estate technology expert? Email Craig Rowe.
PieSync is a tool for connecting disparate contact databases.
Ideal for: All size teams and offices, individual agents
Top selling points
- Bold, simple interface
- Minimal learning curve
- Coming soon: matching custom fields
- Software is probably best for larger firms with multiple agents managing several contact lists
What you should know
Not every firm needs a CRM. But many do.
Problem is, even in the firms that have a CRM, agents often manage their own contacts their own way.
This approach is par for the independent contractor course, but when brokers are investing in lead generation, they have the right to dictate how this data is managed.
PieSync makes it very simple for an agent and broker to merge contacts.
Manual re-entry is highly error-prone and time-consuming. With PieSync, users click a couple of product logos, add a command or two, and the contacts from one are imported to the other.
In instances where two databases need to co-exist, like between a CRM and an email marketing list, PieSync actively maintains the accuracy of both.
The ‘why’ for agents and brokers
This wasn’t a tool built specifically for the real estate industry, but the overlap is obvious.
Building a sound database of prospects is the end-all, be-all for a large number of agents. Thus, data loss during a system migration is a major business risk.
PieSync eliminates the import/export process inherent to launching a new CRM, or even moving from Outlook to Google Contacts.
Software that PieSync connects include popular options such as Salesforce, Contactually, HubSpot, Pipeliner, MailChimp, Follow Up Boss, Insightly, Nimble, Google, Outlook and Emma, among a number of others.
Users can vote on which systems they want PieSync to sync with next.
Systems that talk to one another
Once connected, the two systems are always in communication.
This is very beneficial to those who use email marketing tools like MailChimp or Constant Contact. Instead of manually entering the open house list in both your CRM and email client, PieSync lets you do it once.
The software combs your connected systems every five minutes in search of updates. This way, your CRM can be the only place in which customer data is entered.
In the coming days, PieSync will be able to match custom fields, a feature to be launched in beta. New users are encouraged to sign up and be part of the testing.
When the software detects a conflict, it asks which database should “win,” or be the considered the correct system of record.
With so many disparate CRMs and alternative methods of handling customer data available, information about people has become vital to all forms of business. It’s compounded by the money spent in collecting those leads.
The more often we manually interact with new data, the larger the risk to the entire database. PieSync offers a good way to limit data errors while letting all marketing and sales tools work in unison.
Have a technology product you would like to discuss? Email Craig Rowe.