What are your commercial real estate CRM needs that are unmet today?
I am validating a CRE focused CRM product for sales &amp; loan brokers and acquisitions professionals to help with the process of sourcing deal flow. I have worked as a lender, investor, and broker and have my own frustrations and ideas about this process.

Are there any particular things you feel strongly about regarding the existing CRM products out there? Or features/workflows you would like to do for your job?
[{"id": "h2u4zkp", "text": "A map based CRM would be legit", "replies": [{"id": "h2u7568", "text": "Why so? What use case would you use a map based CRM for? Have you tested/searched for other CRMs that may achieve this? \n\n*(I am asking open ended questions since I would like to hear your own unbiased opinions... not that I disagree)*", "replies": [{"id": "h2um05o", "text": "I work on the development side of real estate. A lot of times when we work with Tenants they have a certain area they want to put up their flag. I\u2019ve found map based is the easiest way to quickly and accurately see all possible options.", "replies": [{"id": "h2umqqw", "text": "Interesting, how many tenants do you track? How granular does the area 'preferences' go?\n\nI could think of a ton of different ways to attach 'locations' to one particular tenant...\n\nStarbucks: \n\n* ZIP code 12222, 12223, 12224\n* Counties: Los Angeles County\n* Submarket: Venice Beach\n* CoStar submarket: \n* CoStar market cluster:\n\nSo curious how granular you go. Sounds like you may be underwriting developments and if its located in a particular area, then you can contact some tenants that could give feedback on what they would pay for rent/require for TIs, etc?", "replies": [{"id": "h2un2kt", "text": "Work with 10-20 tenants at one time. The difficult part is sometimes with vacant land, there is no correct address. For example, we may be parceling off a smaller piece (1.25 acres) of a larger 12 acre plot. \n\nThe best tool I\u2019m using now is Google My Maps and it\u2019s not powerful at all.", "replies": [{"id": "h2unbs9", "text": "Gotcha. Yeah, you'd like to take the land (aka the parcel data) and map it so you can visualize that, for example, you have 15 land deals in a later stage pipeline in {these} locations..", "replies": [{"id": "h2unfyw", "text": "I\u2019m a visual learner so it\u2019s also my preference", "replies": [], "depth": 7}], "depth": 6}], "depth": 5}], "depth": 4}], "depth": 3}], "depth": 2}, {"id": "h2urkxn", "text": "Agreed, LandGlide just added a \u201cpin\u201d feature, if I could sync that with my CRM it would be excellent!", "replies": [], "depth": 2}], "depth": 1}, {"id": "h2uuv91", "text": "Anything to help me get investors/financing. \n\nAnything to help me analyze deals quickly.", "replies": [{"id": "h2w7i7r", "text": "Can you expand on the investors/financing problem?\n\nToday there are other platforms you can use to save contacts and categorize them as lenders/investors. So what problems remain that other platforms don\u2019t provide a solution for?", "replies": [], "depth": 2}], "depth": 1}, {"id": "h2vghni", "text": "As a broker I would love the ability to track deal status by listing/client requirement and tag prospects to the property.  Each prospect would have a status such as recent inquiries, LOIs received, lease negotiations, contract signed, feasibility period has x days remaining, loan contingency is satisfied, etc.\n\nThen have the ability to generate a client or internal PDF report with current status of each prospect,, based upon prospects that I have tagged to a specific property or project.\n\nFor instance every Friday run a report for each listing and email it to the landlord to give them an update as to what's going on with the property using the status of each prospect.\n\nIt's surprisingly difficult to find a product that does that.", "replies": [{"id": "h3d53l3", "text": "From the client side, +1 for automating/tracking communication with prospects and reporting to me.  IMHO would reduce perception of pressure/second guessing/etc. when none is intended (not that there aren't times when it is intended).", "replies": [{"id": "h3d7scu", "text": "When a client asks \"what's going on with my property?\" I'd love to be able to email them report and then call them with a color commentary.", "replies": [], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "h2vxrau", "text": "I would love to be able to track all my deals on a map so I can reuse market info on offering materials. If I could enter execution metrics too and have a heat map show up on the map for closed deals that would be useful to see as well.\n\nI would also love to be able to see a list of all banks within x miles of a property. Huge pain in the ass when I need to find local lenders for a small deal in east bumblefuck at the heart of some tertiary market where my usual lender buddies wont go.", "replies": [], "depth": 1}, {"id": "h2wddpe", "text": "Zoho crm is what we use and is completely customized.  Very affordable too!", "replies": [], "depth": 1}, {"id": "h31tpge", "text": "Any program that could make owner updates more efficient. Those meetings/updates feel like they take a lot of time away from actually brokering deals", "replies": [{"id": "h34x0mx", "text": "How do you update your owners? Are you in sales or leasing?", "replies": [{"id": "h3eqls0", "text": "Small market so we do both\u2026typically an excel sheet and a phone call reviewing prospects and marketing", "replies": [], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "h57x8ia", "text": "something that minimized data entry. something that makes the data upload process smoother. the ability to have multiply contacts within a property.", "replies": [], "depth": 1}]