Streamline Your Real Estate Deal Management Process in Your CRM

Are you tired of juggling duplicate real estate leads in your CRM and struggling to keep track of all of your real estate deals? CINC Deals is now available to revolutionize how you manage your deals amongst all the other leads in your real estate CRM. With its powerful capabilities and user-friendly interface, CINC Deals is set to become your go-to tool for streamlining your deal management process and closing more deals with ease.

In a recent webinar, VP of Product Jeff Walker gives a Deals overview and a tutorial for creating a new deal in your platform. Watch the full video above.

How Does CINC Deals Help Real Estate Teams and Agents Better Manage Leads and Opportunities in Their CRM?

At a high level, Deals enables real estate teams and agents to track, manage, and visualize their opportunities separate from their leads, eliminating the frustration of manually tracking. Now users will be able to:

• Track multiple deals and past transactions per lead
• Manage opportunities in the “Deals Dashboard”
• Use different Deal pipelines for buyers & sellers
• View potential commission in each pipeline stage
• Track to-dos and reminders for opportunities
• Manage Active, Won, and Lost opportunities
  

What Real Estate CRM Problems Does CINC Deals Solve for Realtors? 

With CINC Deals, there are no more workarounds necessary. In the past, opportunity management has been challenging, and clients have had to get creative. Some have reset their lead pipelines when they had a new deal for a past client. Some used custom labels to track past closed deals. Some wrote kept detailed notes about their opportunities and transactions. We’ve even had some clients have duplicate leads for every deal, maybe one for their buyer-side transaction and another for the seller-side transaction. All that is eliminated with Deals. CINC Deals is particularly useful when you have multiple deals (past and new) or even multiple current deals.

Leads are the individuals in your CINC CRM database. Deals are created when the lead is ready to transact with you. To help you organize your transactions, there are two types of Deals: Purchases (Clients ready to buy a home) and Listings (clients ready to sell a home). CINC Deals helps you organize the actions needed to close the opportunity and provides increased visibility to your transaction pipelines! Adding a deal from your leads dashboard is simple. 

Once created, all your Deals can be easily viewed from the Deal Dashboard, which shows Pipeline view. You get a snapshot of your deals summarized by stage, with totals for the number of deals, dollar value, and GCI in each stage. You can also toggle to the Listing view to see opportunities associated with your sellers. In deal details, you can view and edit and manage deal communication and to-do reminders.

CINC Deals Integrations: SkySLope and the CINC Agent App

With the release of CINC Deals, you can send a deal to Skyslope if you have the widget installed to begin the transaction.

There’s also a light integration with the CINC Agent App. There’s a new tab inside the Lead Details for Deals. If there are active deals, you can view and change deal stages conveniently directly from the app, though we anticipate most deals management will be handled on the web.

The Future of CINC Deals to Improve CRM Experience for Realtors

There’s more to look forward to with the launch of CINC Deals. These new features are coming in Q2 and beyond.

• Deals reminders will be added to the launchpad. If you’re already accessing other reminders there, you’ll see everything in one place.
• You’ll be able to add more than one lead to the same deal. For example, if you have different parties to a transaction, like a husband and wife, you can add each as a member of that deal.
• Capability to define the agent commission split so that when the agents look at their deals dashboard, the GCI represented is specific to them versus showing the total GCI for the deal.
• Deals checklist. This is about managing a series of predefined items you want to accomplish with every transaction. So you’ll have a template to set up so that as a deal moves through each stage, you can easily identify which tasks have been completed, which are overdue, and who is assigned to the task. This is tentatively planned for Q3.

CINC Deals is set to be a game-changer for agents and teams to manage their real estate deals. Visualizing and zeroing in on your active pipeline potential and things you don’t want to slip through the crack is a great opportunity, especially for team leaders. Say goodbye to the hassle of multiple platforms and manual tracking, and say hello to streamlined and efficient deals management.

During the webinar, Jeff and Zach addressed a series of attendee questions, but if anything was left unanswered, you can check out the CINC Deals Info hub. Existing clients seeking more help can consult your Account Manager, and prospects who want to learn more can connect with us here. Stay tuned for more features and improvements, and get ready to elevate your real estate business.