Whitepaper
CRM for PropTech & Commercial Real Estate B2B
Manage assets, projects and relationships professionally
What to expect
🏢
The asset as the central entity
🎯
A deal pipeline for real estate transactions
🤝
Maintain investor relationships
👥
Map stakeholder networks
Table of Contents
- 1 PropTech and B2B real estate: the challenges
- 2 Asset and portfolio management
- 3 A deal pipeline for transactions
- 4 Investor and capital provider relationships
- 5 Tenant and user relationships (B2B)
- 6 Project development and stakeholders
- 7 CRM checklist for PropTech
Who is this guide for?
Ideal for
- Managing directors of project developers
- Sales leaders in commercial real estate
- PropTech founders
- Investor relations managers
Key Takeaways
- Assets as the central CRM entity
- Deal stages for transactions (6 to 24 months)
- Maintain the investor pipeline separately
- Integrate B2B tenant management
Manage high value deals systematically?
Free & no obligation.
