Why Every CRE Broker Needs a Commercial Real Estate CRM

A good CRM is designed to help you run your business more efficiently, and it is no secret that commercial real estate brokers should use a CRM on a daily basis.

A customer relationship management system, or a CRM, tracks and organizes your interactions with your clients and prospects in one, easy-to-use system. Think of it as a single place where your entire history with a prospect is collected and stored, available to you at any time. In one click, you have access to information and data that can help you make better decisions to drive your business.

 If you are unsure if you need  a CRM, check out these great benefits:

Save time

Save time with the help of a CRM that is built specifically for the commercial real estate business. Keep all of your contacts, properties, deals, and follow-up tasks in one place and automatically save all of your email communication with each related contact, property, or deal. You no longer need to search through emails, spreadsheets, and endless folders to find the information you need. A CRM keeps all of your information in one location so you can access it with just a few clicks. By using a CRM, you can optimize your daily schedule and prioritize tasks, which means you can have more time to spend with your clients.

Improve relationships with clients

You spend a lot of time building and maintaining relationships with your clients and prospects, and a CRM system can help you streamline and perfect this process. Adopting a CRM can help improve the quality and consistency of your client relationships and build customer loyalty by helping you to communicate consistently, better anticipate client needs, and gain better knowledge of your customers. Basically, using these technologies will help you with the smaller, nitty-gritty tasks that add up to creating an excellent client relationship, such as reminding you to reply to an email, setting appointments and managing your schedule, and reminding you to reach out to clients who have not been contacted in awhile.

Streamline teamwork

A CRM helps you to streamline workflows and eliminate siloed departments and processes,  allowing each person on your team access to shared information. This helps to ensure team members are not duplicating efforts or missing out on important updates. And with more and more teams working remotely, a CRM will help to make sure everyone is on the same page.  

Powerful integrations

When looking for a CRM to use, look for one that integrates with other leading commercial real estate services such as Mailchimp, Google, RPR, and TheAnalyst PRO. These seamless integrations allow you to save time and boost your productivity. For example, integrating Mailchimp takes your email marketing efforts to the next level, allowing you to easily manage email distribution lists, send emails, and identify prospects. 

Work from anywhere

As a busy commercial real estate broker, you spend a lot of your time out of the office. Some commercial real estate CRM systems have a corresponding mobile app, allowing you to easily work on the go.  You can instantly access your entire database anytime, anywhere. With all of this information in the palm of your hand, you do not need to be in the office to get your work done. 

Get started with ClientLook, by LightBox

Clientlook is an all-in-one commercial real estate CRM tool that can help your business become more efficient and productive. ClientLook has a team of back-office assistants who are experts in our CRM. Known internally as the Virtual Assistant (VA) team, they are here to help you with data entry, listing updates, and scheduling follow-up tasks. Voted Best Overall Real Estate Tech Site, ClientLook boosts efficiency, impresses clients, and helps teams stay connected. Schedule a demo today to see how our CRM can help you take your business to the next level.

Category Commercial Real Estate