Real estate can be an arduous task with multiple moving parts and clients constantly coming and going; from property listings, leads and analysis to decisions. A CRM designed specifically for commercial real estate can help streamline this process while offering insights from your client base, automating work, improving decision making processes and cutting inefficiencies. Salesforce platforms provide excellent opportunities to make this possible for CRE businesses.
One of the leading CRMs for commercial real estate agents are LionDesk, AscendixRe CRM and Follow Up Boss. These software solutions allow agents to gather all their leads in one location before following up systematically via email, phone call or text. In this way, clients receive prompt responsive service while no lead slips through the cracks.
HubSpot may not have been specifically created with CRE professionals in mind, but its features still meet many of their needs from a CRM. HubSpot features sales, marketing, customer service and content management modules with features to track activity, analyze data and close deals; its AI-powered analytics also offer recommendations as to when the best time is to contact clients so you can provide more targeted communications with them.
Apto offers another commercial real estate CRM option, featuring a suite of industry-specific tools. Its back-office solution integrates with Apto’s CRM to offer transaction databases, lease/investment comps analysis, project management features and listing marketplace. Furthermore, Apto offers tools for prospecting that include property email blast features which target buyers by geographical area or asset type.
As no CRM can provide perfect service, it is wise to test any CRM platforms you are considering through free trials. Furthermore, check provider websites to see if they offer knowledge bases or forums where other users may provide support. Finally, it’s key that any platform chosen be user-friendly even for those without technical know-how.
At the heart of selecting a CRM for commercial real estate is understanding its place within your business model. Some are designed for use by teams while others allow individuals to work solo; some offer simple user interfaces while others may require training in order to maximize them effectively; in any event, a good CRM will streamline workflow and help close more deals while increasing productivity while keeping promises to clients.