Commercial Real Estate CRM

Today's brokerage firms are undergoing a shift in the way they win and manage customers. Increased competition, demanding and knowledgeable buyers, large sales territories, and a complex range of selling options, makes your industry more challenging than ever before and hence the need for Commercial Real Estate Management through the use of technology.

The Goal: to measurably improve your ability to grow, serve and manage your buyer base and to improve their decision making for shorter sales cycles.

The best strategy for navigating these challenges is to build strong, profitable relationships with your customers. Providing unified sales, marketing, and service operations allows you to understand and manage customer needs. Brokers and their clients' decisions can be improved because of better and more accessible information. You'll benefit through improved asset management, and more accurate market trend tracking.

Highlights

• Improve collaboration and streamline communication by consolidating and sharing client, prospect, deal and property information in a centralized database
• Immediately access critical and accurate information about clients such as what they're buying, what they're selling, what value they receive from your firm
• Increase client satisfaction and retention by providing more personalized information in a faster way and by ensuring proper coverage. Reporting that illustrates your value
• Boost productivity by eliminating tedious paper-based administration and automating the delivery of customized services
• Efficiently manage your information through mobile devices like the Blackberry or Smart Phones

Investor Relationship Management Features:

• Organization, Contact, and Deal Tracking to enable you to see everything about your clients
• Coverage and Associations module to track who inside and outside your firm is working with a client
• Award-winning Contact Management to track all activity so nothing falls between the cracks
• Powerful Queries and Look-ups for profiling and segmentation
• Automated Business Processes to eliminate unnecessary administrative work

Full System Integration:

• Full integration with Outlook and the Microsoft Office Suite makes our solution intuitive for users
• Mobile solutions for PDAs and laptop synchronization
• Ability to integrate information from other production systems