CRM for commercial real estate agents allows brokers to better manage client relationships and the sales process more efficiently. It offers various tools for automating tasks such as tracking leads, sending emails, managing meetings and creating property lists for clients. A good real estate CRM also includes features like activity reporting, advanced importing/exporting capabilities as well as document management – helping firms to increase efficiency while increasing competitive edge.
A top CRM for commercial real estate brokers provides an impressive suite of features designed to keep them organized and productive, including contact management, email/SMS marketing campaigns, property listing syndication and a unified contact database. Furthermore, this tool tracks lead progress through pipelines to identify bottlenecks while permitting users to customize dashboards according to individual business needs.
As a result, real estate agents can save time by having all the required data centralized and quickly accessible – helping them provide superior service to clients while building long-term relationships with them. Real estate CRMs should offer features tailored specifically for commercial real estate brokerage, such as allowing brokers to import leads from platforms such as LoopNet and CREXi into the system automatically and creating prospect records in it. Your platform must support various communication channels – email, phone and live chat are among them – as well as automating tasks such as creating documents and storing them, setting reminders for important events and synchronizing all activities with native or Google calendars.
Transaction management is another feature integral to an effective real estate CRM, and allows real estate agents to organize the details of a deal, track its progression, and ensure it will close on schedule. Invoices, commissions and other financial transactions should also be tracked accurately in an efficient real estate CRM. Likewise, a good real estate crm should include an easy report generation engine which lets them monitor key metrics like conversion rates in clear charts for easy monitoring.
A good commercial real estate CRM will include built-in property data and mapping tools that assist brokers with making more informed decisions in the field. Furthermore, it should provide a centralized inventory database as well as detailed client records with information on current contracts under consideration. Finally, its secure and scalable architecture should support multiple users working simultaneously on deals.
As there are various solutions available for commercial real estate, some of the top options include AscendixRE CRM by Salesforce, RealNex and Pipedrive. These platforms combine CRM functionality with back office solutions specifically tailored to commercial real estate. They also feature prospecting tools as well as investment and lease analysis features. RealNex in particular provides CRE brokers and clients with a full suite of tools for use during meetings and presentations.