Why Commercial Realtors Are Especially in Need of a CRM System

commercial real estate crm system

Commercial real estate brokers face unique management challenges in their line of work. Not only do they have to manage communications with numerous prospects in a variety of fields, but they have to accomplish all of that while they’re on the go. It’s not enough to try to manage leads and deals with old-fashioned manual programs, and even investing in a CRM won’t ensure improvement. No, the best way to gain a competitive software advantage in the real estate world is to find a CRM system that truly aligns with the needs of a commercial real estate business. And this starts with mobile-first architecture, because there’s a good chance that you’re reading this not on a computer at your desk, but on a phone instead.

What does it mean for a CRM to be mobile-first? Most of all, it means that you should be able to do everything CRM-related no matter where you are or when you want to do it. Whether that means accomplishing basic tasks like accessing client records and adding notes while you’re on a property tour or taking advantage of built-in email integration so that you don’t have to switch back and forth between applications, your mobile CRM should give you the fastest possible mobile relationship management experience.

Additionally, you can’t just hand a team of commercial real estate brokers the keys to a CRM that doesn’t have the tools to deal with real estate. Your brokers should be able to work intuitively within a new system, and that starts with integration ability. A commercial real estate CRM should be able to work in tandem with the software you already have. Whether you have a property management database, a project management system, a marketing automation system, or all three, a CRM for commercial realtors should have the open APIs necessary to integrate with any software you use to improve the way you do business. If you’re not using a commercial real estate CRM that actively works to make your working life easier, your brokerage should be looking for a solution that does.

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