As AI redefines industries, businesses relying on third-party CRM solutions risk falling behind. It’s become a necessity for companies to remain ahead of the game with custom-built, in-house CRM platforms to achieve efficiency, scalability and stronger client relationships. Recently, 72SOLD agents underwent rigorous beta testing to develop the company’s own CRM platform, Lead Vision Pro (LVP). LVP is tailored to the unique workflows of real estate professionals.
The importance of owning proprietary CRM technology goes beyond convenience. Businesses that build their own platforms can integrate AI-driven automation, refine workflows based on real-time user feedback, and maintain full control over their most valuable asset: data.
When developing any new tool, incorporating direct feedback from beta testers and industry experts to streamline operations and accelerate success is essential. Building a custom CRM isn’t just about convenience; it’s about creating a tool tailored to the business’s unique needs, workflows and goals. It streamlines operations. Tailoring it within specific needs in the business’s own industry helps increase productivity.
Consider the systems in place that need the most automation — no matter what the industry. Is a seamless integration that syncs with Google Calendar and Microsoft 365 for real-time scheduling important? How about customizable templates that simplify follow-ups and lead nurturing, saving valuable time? For agents in real estate, personalized lead tagging allows for more targeted and effective communication. Integrating websites on housing stats and real time property data directly within the platform allow our agents to work smarter.
Having an internal CRM also allows a company flexibility to refine and expand its capabilities based on agent feedback. Future enhancements can also easily be developed when the company has a hand in creating its own platform. By investing in purpose-built CRM, companies can ensure their technology aligns with their processes — rather than forcing their processes to fit someone else’s software.
Did You Know: With a program that is currently revolutionizing the home selling process, 72SOLD was recognized in the Inc. 5000 list, the most prestigious ranking of the fastest-growing private companies in America.
Craig Pozen is chief technology officer at 72SOLD.
