What are some routines that work for you as a tenant/landlord rep.
I'm looking at commercial leasing and was wondering how to build a solid workflow/file.
[{"id": "eqsiatj", "text": "Do you have a CRM you are using? If not, this is the first thing you should look into.", "replies": [{"id": "eqw1v4k", "text": "Any CRMs you recommend? I currently use Apto by Salesforce, but it's so robust its complicated. Any other suggestions?", "replies": [{"id": "eqwqhsa", "text": "I use Apto as well and agree that it takes some getting used to. For simple deal tracking, check out Pipedrive even though it\u2019s not built for CRE. Digsy is another good one for CRE that is much simpler to use than Apto.", "replies": [{"id": "et4gqaz", "text": "Thank you! I know I'm over three weeks late lol But I appreciate the feedback regardless.", "replies": [], "depth": 4}], "depth": 3}, {"id": "er5fzff", "text": "I use pipedrive CRM.\n\nWhat about client vetting. Any pointers?", "replies": [], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "eqsrdiq", "text": "This depends greatly on what you are doing.  If you are doing 1500-5k SF strip lease deals vs deals for hundreds of thousands of class a office it isn't going to even be remotely similar.\n\nThe one involves a shit ton of advertising, cold calling, and door knocking/databasing.  The second probably involves being a senior office broker with a top firm who is going to get an auto seat at the table to pitch their self and/or your firm already has a national relationship with the tenant.", "replies": [], "depth": 1}]