As a commercial real estate professional, you know how important it is to have a reliable CRM system to manage your leads, properties, and transactions. With so many options on the market, it can be overwhelming to choose the right CRM for your business. In this article, we’ll review some of the top commercial real estate CRM systems and help you find the best fit for your needs.
What is a CRM?
Before we dive into the reviews, let’s define what a CRM is. CRM stands for Customer Relationship Management and refers to software that helps businesses manage their interactions with clients and prospects. In the context of commercial real estate, a CRM can help you track leads, properties, deals, and more.
Top Commercial Real Estate CRM Systems
Apto is a popular CRM system designed specifically for commercial real estate professionals. It offers features such as deal tracking, pipeline management, property tracking, and more. Apto also integrates with popular tools such as Gmail, Outlook, and Zapier.
ClientLook is another CRM system designed for commercial real estate professionals. It offers features such as contact management, deal tracking, property tracking, and more. ClientLook also offers integrations with popular tools such as Mailchimp and DocuSign.
Buildout is a CRM system that focuses on marketing and listing management for commercial real estate professionals. It offers features such as property listing management, lead management, and email marketing campaigns. Buildout also offers integrations with popular tools such as CoStar and LoopNet.
Factors to Consider When Choosing a CRM
When choosing a CRM for your commercial real estate business, there are several factors to consider:
Make sure the CRM you choose has the features you need to manage your leads, properties, and transactions. Consider features such as deal tracking, pipeline management, property tracking, and reporting.
Consider the tools and software you already use in your business and make sure the CRM you choose integrates with them. This will help streamline your workflow and make your business more efficient.
Consider the pricing of the CRM and make sure it fits within your budget. Some CRM systems offer a free trial or a freemium version, so take advantage of those to test out the system before committing.
4. User Interface
Make sure the CRM has a user-friendly interface that is easy to navigate and use. This will help ensure that your team will actually use the system and get the most out of it.
Choosing the right CRM for your commercial real estate business is an important decision that can have a big impact on your productivity and success. Consider the factors we’ve outlined in this article and take the time to research and test out different CRM systems to find the best fit for your needs.