CRM for PropTech & Commercial Real Estate

Long deal cycles, many stakeholders, high transaction values - commercial real estate needs special CRM structures. We know the industry.

The Typical CRM Challenges in PropTech Real Estate

The Deal Marathon

Real estate transactions take months to years. How do you keep track?

The Stakeholder Matrix

Owners, investors, asset managers, brokers - who does what in which deal?

The Pipeline Illusion

Projects worth millions - but which actually close this year?

The Network Chaos

Contacts from 20 years in the business - scattered across Outlook, Excel, and business cards.

How We Help PropTech Real Estate Companies

1

Property Pipeline Management

Track properties, transactions, and deals with all relevant data and documents.

2

Multi-Stakeholder Tracking

All parties to a deal at a glance - with roles, interests, and activities.

3

Deal Probability Scoring

Realistic assessment of closing probability based on objective criteria.

4

Network Centralization

Centrally maintain all industry contacts - accessible to the entire team.

CRM Features for PropTech Real Estate

FunctionBenefits for your industry
Property RecordsProperties as separate entities with addresses, use types, key metrics.
Deal StagesTransaction phases: LOI, due diligence, signing, closing - all trackable.
Investor PortalSelf-service for investors: documents, reports, performance data.
Document ManagementOffering memorandums, appraisals, contracts - revision-proof and linked.
Activity TrackingTours, calls, meetings - all documented.

Typical Use Cases

Transaction Management

Coordinate large transactions with many parties.

20% Faster Closing

Investor Relations

Systematically inform investors and place new opportunities.

+35% Investor Engagement

Acquisition Tracking

Systematically capture and follow up on potential properties.

3x More Qualified Opportunities

Who Is This For?

Ideal for you if:

  • ✓ You're in the PropTech Real Estate sector
  • ✓ Your company has 20-500 employees
  • ✓ You have at least 5 people in sales
  • ✓ Your CRM isn't working optimally or you don't have one

Typical clients:

  • • Investment managers & asset managers
  • • Real estate developers
  • • Commercial real estate brokers
  • • PropTech companies & platforms

Frequently Asked Questions

That depends on your situation. We provide vendor-neutral advice and recommend the system that fits your requirements.
Typically 6-12 weeks. An MVP can be live in 4 weeks.
Potential analysis $499 (credited toward engagement). Implementations $5,000-$15,000. Ongoing support starting at $950/month.

Ready for Professional CRM in PropTech Real Estate?

In 35 minutes, we analyze your CRM situation and show you concrete optimization potential.

Fully credited toward engagement.