Commercial real estate is an industry where relationships are crucial to its success. But with multiple clients at any one time requiring your firm’s attention, managing all those relationships can become dauntingly time-consuming and complex. CRM systems offer CRE firms and brokerages a cost-effective solution to streamline workflows while fortifying relationships with both existing and prospective clientele.
But which CRM is ideal for commercial real estate brokers? A great CRM for commercial real estate will offer features designed to make life as a broker simpler – from networking events and automated follow up to building business and creating lasting impressions on prospects and clients alike.
No matter your real estate CRM needs – from single agents to full service brokerages – we’ve put together this list of the top options so that you can find one best suited to you and your requirements. This guide covers key features when searching for commercial real estate crm software solutions.
RealNex is an all-in-one commercial real estate CRM system, featuring standard CRM features along with back office solutions for leasing and investment analysis, property management and listing marketplace. What sets RealNex apart is its relationship intelligence features which scan your firm’s existing network to identify and connect you with prospective new clients and capital providers instantly – saving hours spent prospecting by instantly recognizing opportunities worth exploring.
RealNex’s system requires regular data entry and works best when employed by CRE teams willing to dedicate the time necessary for using an advanced CRM solution, but can become prohibitively expensive for smaller firms and brokerages.
Consider other CRE CRMs such as:
ClientLook is a customizable crm that enables users to easily import data from other sources, including MLS and IDX listings. Additionally, its Property Universe allows for on-the-go property details access and sharing with clients. Moreover, its virtual assistant team can assist with tasks such as contact updates, listing entry updates and comp tweaking–saving both time and reducing administrative staff workloads.
Zia is one of the top real estate CRMs on the market thanks to its AI-powered email marketing tools and productivity-boosting features, including automated workflows and smart suggestions about when and how best to reach out to prospects. Furthermore, its Document Library automatically links relevant documents with each lead or deal so they’re easy to send when necessary.
Zia is not just a CRM for commercial real estate; it is a comprehensive business management system that integrates with multiple third-party tools. For example, its social media management tools make it easy to create and share content across multiple real estate networks at the same time, while website building tools enable you to set up professional-looking online presence. Zia’s mobile app makes workflow management convenient on the go and its customer support representatives are always there for any questions or issues.