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Timelines and Search bring greater power to RealNex CORE CRM

Posted by RealNex on Jul 31, 2018 8:00:00 AM

HOUSTON-July 31, 2018-RealNex, a commercial real estate technology company, today announced several important advancements to its CORE CRM solution. This new release brings even more of its powerful desktop functionality to the cloud and adds new capabilities.

 “Our Legacy CRM desktop users have enjoyed many incredibly powerful tools to drive business development and service delivery efficiencies. The latest enhancements now bring the full breadth of these capabilities to the cloud.” noted RealNex CEO Jeffrey Finn. 

The new Timelines feature allows users to create templates of oft repeated complex, multi-step, multi-participant processes and routines and swiftly apply them to new instances. As an example, the Timeline for a new 100,000 sq. ft. office leasing assignment might require 100 steps engaging a 5-person team. Using Timelines immediately assures everyone on the team knows what they need to do and when they need to do it. Timelines efficiently drives accountability, consistency of service delivery and quality control. A Timeline can be as simple as the routine you follow when you meet a new lead or as complex as managing a Build-To-Suit project.

Another incredibly powerful addition to CORE CRM is the enhanced query and data filter capabilities. Multi-layer detailed filters allow users to hone in on exactly the right targets for business development and deal-making. The new Saved Search feature allows these detailed queries to be built once and used on demand with flexible modifications to further refine results as needed. The search results are made more useful with a host of professionally designed reports that have been added based on CRE Industry Best Practices.

Part of the new reporting engine also brings Stacking Plans to CORE CRM.  Simply select the property you want and access the detailed visualization of the building occupancy and vacancy.

“We have delivered on our commitment to close the gap between the power of our desktop and cloud solution. These new capabilities and the many other recent advancements give our users the best on-line and off-line capabilities available,” added RealNex Chairman Mark Kingston.

About RealNex

RealNex is a leading commercial real estate technology solutions company. It strives to become the portal and marketplace for the commercial real estate industry by integrating sector-based solutions to improve marketplace efficiency, transparency and liquidity. Its singular solution is designed to improve user success by increasing accuracy, professionalism and productivity. 




Oanh Nguyen

(281) 369-5670

Topics: RealNex News

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