CRM Software Features You Need In Your CRE Business

CRM Software Features You Need In Your CRE Business

CRM Software Features You Need In Your CRE Business

When it comes to choosing a commercial real estate CRM software, we understand that there are several options to consider. The best CRM is the one that you are actually going to use, so it must be user-friendly and intuitive to navigate. In addition, there are a few distinct CRM software features that you need in your CRE business. Read on to make sure your CRM includes these necessities:

The Basics

To get started, it’s best to choose a CRM software that is simple to use so you can be up and running right away. CRM’s that require a ton of training are time consuming and often have low long-term adoption rates due to their complexity. When you’re checking out various CRM’s keep in mind the ease of use; does it look intuitive and easy to figure out? Will you be able to jump right in and get set up quickly? This is an important consideration. Look at how easy it is to update your contacts, deals, properties, and tasks since these are the elements you will be utilizing on a daily basis.

CRE Mobile App

As a commercial real estate professional, your business takes you out of the office quite often. Make sure you can access all of your CRM data anytime, anywhere with a CRM mobile app. The ClientLook app is available for iOS and Android and it’s a natural extension to our desktop platform. Seamlessly switch from working on your desktop computer to your smart phone or iPad. With our CRE mobile app, you can run your business from anywhere.

CRM Virtual Assistant

At ClientLook, we say “you either have an assistant or you are one.” We understand that keeping your CRM updated is an essential task, but it can be time consuming. That’s why our CRM includes our exclusive Virtual Assistant team. They are standing by to update your contacts, properties, and deals. Plus, they can schedule follow-up reminders for you so nothing slips through the cracks. The next time you attend a new client meeting, take a photo of the new business cards you receive and send them to our VA team. They can put the new contact(s) into your database along with any specific notes that you want to include. The Virtual Assistant is one of our subscribers top features; see how much time you can save when you use this great service!

Success Services and Training

The best CRM software companies want you to succeed. As you’re researching which CRM to use, inquire about their customer service. How easy is it to speak with a real person after you purchase the CRM? Will they be there for you to answer your questions, offer training and support, or help you with other areas of your business? Nothing is more frustrating than needing support and not being able to reach someone. At ClientLook, our team is happy to help you – and they’re easy to contact via chat, email, or phone. Plus, we offer ongoing training webinars and a wide-range of Success Services to take your CRE business to the next level.

Client Collaboration

Impress your clients with your CRM client collaboration features. You can give them access to the data that you specify, so they can login anytime and self-serve their need for updated information. If you prefer to send traditional reports, you can export client reports from ClientLook with just a few clicks! Your clients are sure to be impressed with the ease of use and updated information.

If you’re not a current subscriber, schedule a demo today to see how ClientLook CRM can help you take your business to the next level. Our CRM software can help you boost your productivity, get organized, and win more deals.

Already a ClientLook subscriber? Request a free Success Audit to make sure you’re getting the most out of our features.



About the Author

Chelsy Cardin

Chelsy Cardin - Director of Marketing, ClientLook, Ltd.

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