Why You Need A Commercial Real Estate CRM

Why You Need A Commercial Real Estate CRM


  • Have you noticed that most of the top commercial real estate brokers use a CRM daily? A good commercial real estate software CRM (customer relationship management) is designed to help you run your business more efficiently and can help you make more money. If you’re on the fence about whether you truly need a CRM, like ClientLook, take a minute to see how these key features can truly take your business to another level.

    Get Organized

    The days of running your business with a notebook and sticky notes should be long behind you. Maybe now you’ve “upgraded” to managing your business with Outlook and Excel. While those are both great tools, they are not the most efficient way to organize your contacts, properties, deals, and task list.

  • Why You Need A Commercial Real Estate CRM

ClientLook CRM helps you to easily keep track of all your contacts, as well as link them to specific properties or deals that they are associated with. On top of that, you can easily keep track of all the emails (and attachments) you’ve sent to a specific contact, and even notes that you’ve made regarding a recent phone conversation, all in one place. The days of searching through your inbox and trying to piece together documents that are saved in various places are over. Think of how much time you will save with a CRM that’s specifically designed to work the way that you work.

Save Time

In addition to the example above, did you know that ClientLook CRM also has an exclusive Virtual Assistant team? Included with your paid subscription, our VA’s are here to help you with data entry and keeping your CRM up to date. Let’s say you just attended a networking event and you left with several business cards from new contacts. All you have to do is take a picture of the business card(s) and email it directly to our VA team. They will handle the data entry for these new contacts and will also make any specific notes that you request. If you’re handling your data entry yourself, you’re probably working too hard. Let our Virtual Assistants help you so you can focus on closing more deals.

Work From Anywhere

As a commercial real estate broker, you are on the go a lot, so why are you relying on desktop programs? Our commercial real estate CRM is web-based so you can easily access it from a computer, tablet, or smart phone. In addition, our iPhone app and Android app make running your business on the go simple. Isn’t it time that you had all of your business information right in the palm of your hand?

Top-Notch Customer Support

While other CRM’s are overwhelming and confusing to use, we take pride in our user-friendly system and top-notch customer service team. ClientLook is intuitive, simple, and easy to get started with (don’t just take my word for it; read reviews from our valued subscribers here). We can help you import your data so you’re up and running quickly, and we have a support team that is standing by to answer any questions you may have. You can easily access videos, how-to blog posts, sign up for any of our ongoing webinars, or simply chat with a live person. We also offer a wide-array of Success Services to help you accelerate your success.

If you’re not a current ClientLook subscriber, contact us today to schedule a demo. We are the only all-in-one CRM designed specifically for the commercial real estate industry, and we’re here to help you succeed.

About the Author

Chelsy Cardin

Chelsy Cardin - Director of Marketing, ClientLook, Ltd.

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