CRM, or Customer Relationship Management, is a versatile tool that helps real estate and commercial real estate (CRE) professionals maintain and strengthen their relationships with clients and leads. Think of it as an extension of your brain, boosting your productivity while safely storing all your important information.
By deploying a real estate CRM, there is a 29% increase in sales and 34% increase in productivity. This value depicts
The ideal commercial real estate CRM should give you more value than you invest. With so many options available today, it’s easy to feel overwhelmed when trying to pick the best one for your brokerage.
In this article, we will explore the five best commercial real estate CRM that are highly popular and also some key factors that will help you in choosing the right CRM for your real estate agency.
5 best commercial real estate CRM
In this section, we will take a deep dive into the five best commercial real estate CRM. Let’s get started
Kenyt real estate CRM is among the top commercial real estate CRMs. Tailored specifically for the industry, it offers a robust solution that provides brokers and agents with more value than most other platforms.
With this software, brokers can quickly send targeted email campaigns using custom content and property templates—all without leaving the CRM or switching between different systems.
The powerful reporting tool offers a wide range of pre-made templates that brokers often need, such as property flyers and offering memorandums. Additionally, brokers can use the Composer feature to create their own templates and send visually engaging emails to prospects.
Zoho CRM is a flexible platform that’s popular with commercial real estate brokers because of its customizable features and broad range of tools. Agents can easily store detailed information about clients, leads, investors, and other contacts, like property preferences, communication history, and important notes.
With Zoho CRM, commercial real estate agents can track deals and transactions throughout the sales cycle. The platform offers customizable pipelines and stages, making it easier for agents to monitor deal progress, set reminders for follow-ups, and collaborate with their team members.
Buildout (formerly Apto), is a commercial real estate CRM built on the Salesforce platform. It offers a web-based solution for managing client relationships, back-office operations, deals, listings, and properties, among other tasks.
With Buildout, brokers can oversee the entire lifecycle of a deal, schedule appointments, automate routine tasks, and even forecast sales
Freshworks CRM is a powerful platform that helps businesses manage customer interactions at every stage of the relationship. It comes with a wide range of features that streamline sales processes, boost collaboration, and offer valuable insights into customer relationships.
Additionally, Freshworks CRM is widely appreciated for its user-friendly interface, flexibility, and ability to scale with growing businesses. This is best suited for agencies that are aiming to scale up their business.
RealNex CRM is designed to help commercial real estate professionals—whether they’re brokers, brokerage firms, investment sales brokers, leasing agents, or asset managers—automate their deal flow and create custom-branded marketing materials for their properties.
It offers a complete suite of tools for managing client relationships and marketing efforts, all in one platform. RealNex makes it easy for brokers to move data between different platforms. With the RealNex bundle, you get access to CRM, financial analytics, and property listing and e-marketing tools, all in one place.
How to choose the best commercial real estate CRM?
There are many CRM available in the market. However, choosing the right one is necessary to utilize the same to its full potential. In this section, we will explore the top factors that you should consider while choosing a commercial real estate CRM for your business.
Industry-Specific Features
Choose a CRM that’s built with commercial real estate in mind. It should offer tools that make managing properties, tracking deals, and staying in touch with tenants easier.
User-Friendly Design
The CRM should be easy to use. A complicated system can slow your team down and make it harder for them to get the hang of things.
Customizability
Make sure the CRM lets you tweak things to suit your business. You should be able to adjust workflows, deal stages, and how you organize client information.
Integrations
It’s important that the CRM works well with the other software you already use, like marketing tools, accounting systems, or document management.
Scalability
Choose a CRM that can grow with your business. Also, make sure they offer solid customer support, so you’re not left hanging if you run into any issues.
Conclusion
The professional team at Kenyt.AI focuses on providing you with end-to-end solutions. For this case, we not only help you in deploying the solution, but are ready to solve your queries while scaling up your agency. Contact our sales team now and scale up your business.
Frequently Asked Questions
A Commercial Real Estate CRM (Customer Relationship Management) is a software tool designed specifically for real estate professionals. It helps manage client relationships, track leads, automate tasks, and streamline property management processes.
A Commercial Real Estate CRM allows you to organize client data, track deals, and manage transactions more efficiently. It also helps improve client communication, lead nurturing, and overall workflow, ultimately boosting sales and client satisfaction.
Yes, most modern CRMs can integrate with other software tools like email platforms, accounting systems, and marketing automation tools to create a seamless workflow for real estate professionals.
Key features to consider include lead tracking, automation of routine tasks, property management, reporting tools, and integration capabilities. It’s also important to choose a CRM that is easy to use and customizable to your business needs.
Aaron Jebin is an enthusiastic SAAS technical content writer interested in writing for new and existing technologies, platforms, and tools. With an experience of over 4 years in technical writing, he is keenly focused on developing articles to provide readers with complete solutions to the common problems that arise in the everyday workplace. His writing mostly focused on team building, work ethics, business analysis, project management, automation, AI, customer and employee engagement methodologies. He has an interest in baking cakes and making stained glass art. He is currently honing his drifting skills.
