How To Best Use Your Commercial Real Estate CRM

How To Best Use Your Commercial Real Estate CRM

How To Best Use Your Commercial Real Estate CRM

We all know the importance of having a CRM for your commercial real estate business, but simply having one and actually using it to its full potential are two different things. Use these tips to get the most value and long-term benefit from your commercial real estate CRM.

Customize Your Setup

When you first sign up with a new CRM provider, it’s important to take a little time to set it up to best suit your needs. With ClientLook, our CRM is built specifically for the commercial real estate industry, so it’s already set up for your business. However, we do have several customization features to allow you to personalize your set up. Check out this related post on How To Get Started With ClientLook and this post on How To Customize Your CRM.

Import Your Data

A CRM is only as valuable as the information it contains for your commercial real estate business. For that reason, you’ll want to consistently import your contacts, properties, and deals into the system and keep those updated as needed. All of the information you put into your CRM will be there for you when you need it – but if you put nothing into it, you’ll get nothing out of it. Check out this related post for more great tips.

Schedule Your Tasks and Follow-Ups

Don’t forget to follow up with your contacts! Schedule your tasks and follow-ups within your commercial real estate CRM to ensure that nothing falls through the cracks. You can simply schedule a follow-up with each of your clients every three months to check in, or add a specific date based on a conversation you had with a potential client. Maintaining relationships with your clients is vital to your business, and once all of your follow-ups are in your CRM, you can run on auto-pilot each day to accomplish those tasks.

Utilize The Back Office Assistant Team

One of the unique features that sets ClientLook apart from other CRM’s is our back office assistant team. Our team knows ClientLook inside and out, and they are ready to help you with your CRM updates, data entry, and much more! Check out this related post on How To Leverage Our Back Office Assistant Team to learn how you can maximize your efficiency. Spend your time building relationships and closing deals, and let our team handle the rest.

Integrate Your Email Marketing

Email marketing is one of the best marketing tactics for your commercial real estate business. But, we all know that it can be time consuming and hard to integrate with your CRM. With ClientLook, we integrate seamlessly with Mailchimp so you can accelerate your deal making. It only takes a few minutes to set up, and then you’re on your way to saving time and having valuable insights readily available to you. Get all the details in this Mailchimp Integration post.

Stay Connected From Anywhere

As a commercial real estate professional, you’re on the go a lot. Stay connected and have all of your CRM data in the palm of your hand with our commercial real estate mobile app. Access your entire database anytime, anywhere. Plus, the auto-dialer prompts you to input the outcome of every call so no detail gets forgotten. Get the ClientLook mobile app today.

At ClientLook, our team is dedicated to helping you get the most out of our commercial real estate CRM. Our team knows the CRE industry, and we understand your unique business. If you’re not a current subscriber, schedule a demo today to see how we can help you take your business to the next level.

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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