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Tech Trends: I have talked here about customer relationship management or CRM technology. I have said over and over again that you need to invest in this technology to run an effective real estate company. This technology will help you get more new business and help you get more repeat business, as well. However, no technology is perfect.

As I talk to technology users about all kinds of technology, I find they have one thing in common: They want their technology to do more. And the thoughts about CRM technology are no different. Everyone realizes that they need to find new ways to market and reach new customers and the smart companies are using CRM tools to achieve that end.

So, you might want to look at add-on technologies that will help extend your CRM. Here are two options:

First, take a look at zipForm (https://ziplogix.com/zfplus-brokerage/) to add on to your CRM. With this technology tool brokerages gets everything the company needs for simpler transactions, from the moment a listing hits the MLS up until the day the deal is done and the client moves in.

With a brokerage account, Transactions (zipForm Edition) solutions provide administrative features for brokers which allow seamless management of transactions and forms as well as the ability to generate reports on agent, office, and corporate levels. In addition to executive reporting, brokers have the ability to track and monitor agents’ transactions and set up group templates and clauses. Additional management functions designed to help with efficiency and risk management are also available.

The aim of the technology is to streamline office workflows and eliminate repetitive paperwork while never leaving the application with Transactions (zipForm Edition). It has built-in oversight tools with document approval, enables the user to track all transactions, and edit all transactions.

Form Simplicity (https://www.formsimplicity.com/for-brokers/) is another technology that was designed to help users get more out of their CRM. For brokers and office managers struggling with transaction efficiency, Form Simplicity streamlines the process to get to closing faster and securely because happy clients and office productivity are critical to the sustainability of business.

The application touts that it improves turnaround times and accountability using custom permissions, checklists, and status updates to monitor the progress of tasks. The technology makes sure nothing gets missed with custom checklists that allows the user to double and triple check transactions. In addition, it has live collaboration features that allow the user to review and execute transactions in real time.

Form Simplicity also automates closing. The tool makes closing easier with digital signatures from any mobile or desktop device with robust data protection. Also, the user can upgrade their account to get unlimited online document and file storage.

Of course, there are many, many other applications worth checking out. I’ll keep talking about options that might be worth a look. Choosing technology is a very personal decision. What works for one company may not be right for another company.