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5 Must-Have CRM Features for the Modern CRE Brokerage

Posted by RealNex on May 22, 2018 8:00:00 AM

When it comes to the everyday operations of your CRE brokerage, one of the biggest factors in helping or (hopefully not) hindering your efficiency is your customer relationship management software, or CRM. But what makes a CRM platform stand out from the crowd? Here are 5 must-have CRM features for the modern CRE brokerage...

  1. Mobility

For any “on the go” profession or industry, including commercial real estate, mobility is, hands down, one of the most important features that your CRM can have. Providing your agents with the ability to instantly access information that is critical to your business -- no matter if they are in the office or out and about -- is key to keeping your brokerage moving in real time. Look for a system that allows you to effortlessly collaborate with your entire team while you’re out of the office -- obtaining answers to business-critical questions, tracking your activity and logging your calls, proactively responding to prospects or incoming leads, and more.

  1. Task Automation

If you could easily set up a system that would streamline your workflows and make your life easier, would you? Of course you would! That’s exactly what task automation does. The right CRM tool will allow you to input data for your prospects, leads, and/or customers -- and then it steps in to foster and grow those relationships in the order and at the pace you set.

  1. Dashboards

One of the first things you’ll likely notice about your CRM tool is the dashboard. Simply put, dashboards give you a quick snapshot of your bottom lines and other business-critical information. Your CRM software should have a dashboard that’s intuitive and fluid -- you should be able to edit the display to best allow you quick access to the information most important to you and your team.

  1. Intelligent Analytics

Of course, your CRM needs to act as more than simply a database. Make sure your CRM offers intelligent analytics, giving you and your team valuable insights into the market. After all, cataloging your leads, tracking all of your activities, and logging your emails won’t do you any good if you aren’t able to show what all of that valuable data means for your business. By keeping your CRM platform updated, you’ll be able to see quantifiable and reliable measurements, such as the percentage of leads that are being converted to clients, the likelihood of a deal closing, where your strengths and weaknesses lie throughout your sales funnel, and so much more. All of this information can be used to your advantage, giving your team an edge and an advantage over the competition.

  1. Automated Marketing

One of the biggest benefits of a robust CRM system is that it allows you to work smarter, not harder. By cataloging your customer base and your activity, you are able to automate many of your communication and marketing efforts, freeing you up to do what you do best -- selling. Use your CRM to your advantage to automate marketing drip email campaigns, reach out to lost clients, and more.

A Fully Loaded CRM System for CRE

A good CRM platform can be thought of as your brokerage’s virtual headquarters. CRE is a rapidly changing and highly competitive industry, and you need tools that can help you not only keep up with your competition, but stay ahead of them. Our broker-centric, client-friendly solutions work when and where you work, built by real estate professionals FOR real estate professionals.


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