There are several Customer Relationship Management (CRM) platforms available that cater specifically to the needs of commercial real estate agents. The best CRM platform for you will depend on your specific requirements and preferences. Here are some popular CRM platforms used by commercial real estate agents.
ClientLook. ClientLook is a comprehensive CRM and property database designed specifically for commercial real estate professionals. It offers features such as deal tracking, property tracking, contact management, document storage, and reporting. It integrates with various email platforms and provides tools for managing leases, listings, and transactions.
Buildout (purchased Apto). Buildout has a CRM and deal management software built for commercial real estate brokers. It offers features like contact management, property tracking, deal tracking, email marketing, and pipeline management. Buildout integrates with popular email platforms and provides robust reporting and analytics capabilities.
Salesforce (purchased REthink). Salesforce is a cloud-based CRM and deal management solution with a hub tailored for commercial real estate professionals (used to be REthink). It offers features such as contact and lead management, property tracking, deal tracking, lease management, and document storage. Salesfoce also provides integration with various email platforms and offers reporting and analytics capabilities.
AscendixRE. AscendixRE is a CRM and deal management platform designed for commercial real estate agents. It offers features such as contact management, property tracking, deal tracking, email marketing, lease management, and reporting. AscendixRE integrates with popular email platforms and provides advanced search and mapping functionalities.
RealNex. RealNex is an integrated CRM and marketing platform for commercial real estate professionals. It offers features like contact management, property tracking, deal tracking, email marketing, lease management, and reporting.
Juniper Square. Juniper Square is a CRM and investment management platform designed for commercial real estate investment professionals. It offers features such as investor management, deal tracking, document management, reporting, and analytics. Juniper Square is specifically focused on managing investor relationships and communication.
When choosing a CRM platform, consider factors such as the size of your business, your specific needs, integration capabilities with other tools you use, ease of use, customer support, and pricing. It’s recommended to try out demos or trial versions of CRM platforms to assess which one aligns best with your requirements before making a final decision.
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