Our AI-powered filtering features are designed to streamline your processes, helping you manage contacts, listings, and properties with greater precision.Traditional manual filtering methods require a much greater time investment and can be prone to human error, making it harder to maintain consistency and accuracy. Without AI filtering, agents might struggle with sifting through vast amounts of data, leading to potential oversights or missed opportunities.
After closely analysing how agents are using AI filtering to simplify access to their data, reduce errors and improve efficiency. We've identified key AI Filtering insights to help you and your team get the most out of this day-to-day operation game-changer.
1. Optimise Contact Management
This is the process of improving how you organise, track, and interact with the contacts in your database to make your relationship management more effective and efficient. In the context of a CRM like Rex Software.
This involves using tools and features to ensure that your contact data is accurate, easily accessible, and segmented in a way that allows for targeted communication and follow-up.
- Detail Based Searches: The ability to search for contacts based on specific details like phone numbers or email addresses is a powerful tool. Use this feature to quickly pull up contacts using partial phone numbers or other identifying attributes. For instance, a search like “07123 456 789” will instantly bring up relevant contacts. Additionally, filtering contacts with missing information, such as “contacts with no email,” can help you identify and fill gaps in your database, ensuring you have complete records.
- Utilising Tags for Better Organisation: Tags are an excellent way to categorise your contacts. Whether it’s tagging contacts as “downsizer” or “10 Smith Street” these labels make it easy to find and group individuals based on specific characteristics or interests. Regularly update and review these tags to ensure your segmentation remains relevant and up-to-date.
- Geographic-Focused Filtering: If you’re targeting specific areas, geographic searches like “contacts that live on Hanger Lane” or “contacts that own a property in SW3” are invaluable. This allows you to tailor your marketing efforts or outreach strategies based on location, making your communications more targeted and effective.
- Activity-Based Filters: Tracking recent interactions is crucial for maintaining relationships. Use filters like “last contacted 3 months ago” or “contacts added from January” to manage follow-ups and ensure that no lead goes cold. This proactive approach will keep you at the forefront of your clients' minds.
2. Enhance Listing Management
- Property Specifications: In a competitive market, being able to quickly locate listings that meet specific criteria is essential. Whether it’s “2 bedroom apartments” or “4 bedroom listings let,” filtering by property characteristics helps you match buyers with suitable listings faster.
- Leveraging Historical Data: Use historical data searches, such as “properties sold under auction between July 1 2023 and June 30 2024,” to analyse market trends, prepare reports, or provide clients with valuable insights. This data-driven approach not only positions you as an expert but also helps in making informed decisions.
- Status-Based Filters: Quickly identify properties based on their current status. Searches like “current listings that are let” or “listings state sold hasn't settled yet” help you manage your pipeline more effectively, ensuring you’re always up-to-date with the status of your listings.
3. Streamline Data Management
- Ownership Details: When managing multiple properties, being able to filter by ownership can save you considerable time. Searches like “properties owned by Thomas Crawford” allow you to quickly access all properties associated with a particular owner, making it easier to manage portfolios and maintain client relationships.
- Geographic and Property Tags: Similar to contact management, geographic markers and tags for properties are incredibly useful. Whether you’re looking for “properties with tag: Past Buyer” or “all properties in SE18,” these filters help you quickly locate and organise properties according to your business needs.
- Activity-Based Filters: Keeping track of property-related activities is crucial. Filters such as “valuation date prior to 1/02/2022” or “properties with reminders set by Jade” ensure that important tasks don’t slip through the cracks, helping you stay on top of your responsibilities.
Rex Software CRM’s AI filter features are a game-changer for estate agents in the UK. By effectively utilising these tools, you can enhance your contact, listing, and property management processes, leading to better client relationships, more targeted marketing efforts, and a more organised workflow.
