The Benefits of A CRM For Your CRE Business

Benefits of A CRM For Your CRE Business

The Benefits of A CRM For Your CRE Business

You started in the commercial real estate industry to be successful, to follow your passion, and to provide value for your clients. Commercial real estate professionals are usually goal-oriented and driven toward success; so if you’re not using a CRM (customer relationship management), like ClientLook CRM, you’re missing out on the opportunity to be more productive, make more money, and win more deals. So how exactly will a CRM benefit your commercial real estate business? Read on for all the details:

Get Organized

Organize your day-to-day tasks and see everything all in one place. It’s time to ditch the post-it notes, spreadsheets, and random documents in favor of one central location to organize your contacts, your clients, your listings, your deals, and your to-do list. Plus, you can track your emails, set follow-up reminders, and collaborate with other people on your team. Having all of your important information together will streamline your day-to-day processes and save you a ton of time (no more searching for missing post-it notes!).

Easy Contact Management

Commercial real estate is all about your clients and your potential leads, so keeping your contact list up to date should be a top priority. However, as you get busier, that task usually falls to the bottom of your to-do list. If you have a stack of business cards from a recent networking event, simply take a photo of the cards and email it to our exclusive Virtual Assistant team. They are standing by to do data entry for you so you can spend your time on more important tasks. Once the VA has entered all of the contact information into your database, you will receive an email confirmation that the task is complete. Plus, you can even ask the Virtual Assistant to put a reminder on your calendar to follow up with specific contacts so none of your leads fall through the cracks.

Track Deals and Listings

With a CRM, you can easily keep track of tenant information and track property ownership. With instant access to your property inventory and related contacts, you will always look like a market expert and continually impress your clients. Plus, you can generate comprehensive reports for your clients with just a few clicks. With a variety of reporting options, you are able to offer an exceptional level of service to your clients.

Stay Connected Anywhere

You can access ClientLook CRM through any web browser, or directly with the new iPhone app, making your office truly mobile. Access and update your contacts, client emails, listing information, and property details no matter where you are. We understand that you are always on the go; meeting with clients, showing spaces, and attending networking events. Our CRM keeps up with your busy schedule and fits seamlessly into your daily routine.

I could go on and on about why every commercial real estate professional needs a great CRM. If you want to learn more, take a look through these helpful blog posts:

ClientLook CRM was created specifically for the commercial real estate industry. We speak your language, and we’ve been in your shoes. See how we can help you take your CRE business to the next level by requesting a complimentary demo for you and your team, or by signing up for our free 21 day trail to test it out yourself. Our team is standing by to answer any questions you have, and we look forward to working with you!

About the Author

Chelsy Cardin

Chelsy Cardin - Director of Marketing, ClientLook, Ltd.

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