Commercial Real Estate CRM Specialist
Budget: $50 – $0 USD
I run an industrial brokerage team, and we’ve built a custom CRM that includes our full property database, ownership, capital contacts, and deal pipeline.
At this point, the system is functional but there are structural and workflow issues — particularly around relationships between contacts, ownership entities, capital sources, and properties — and I’m looking for someone with CRE CRM architecture experience to review it and help improve it.
Specifically, I’m looking for someone who can look at it from a commercial real estate perspective and recommend how it should be structured and optimized based on real-world brokerage and investment workflows.
Based on your background, it seemed like you might be a good person to speak with.
Would you be open to a brief call to discuss?
At this point, the system is functional but there are structural and workflow issues — particularly around relationships between contacts, ownership entities, capital sources, and properties — and I’m looking for someone with CRE CRM architecture experience to review it and help improve it.
Specifically, I’m looking for someone who can look at it from a commercial real estate perspective and recommend how it should be structured and optimized based on real-world brokerage and investment workflows.
Based on your background, it seemed like you might be a good person to speak with.
Would you be open to a brief call to discuss?
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