Lead Management Question for High Volume CRE Brokers
Curious to hear how other commercial brokers manage inbound leads, especially those dealing in higher unit volume (highest producing team is looking at 300 deals this year and averages 15-20 new leads per day). Right now we track them all in Excel which is simple enough but has its obvious limitations. 

We use ReThink CRM which is a salesforce based platform that we are overall happy with, but the lead management is suboptimal for our needs with the biggest issue being able to associate a single lead with multiple deals.
[{"id": "gqeo38c", "text": "What region and national firm are you with averaging 20 leads a day?", "replies": [{"id": "gqer6ch", "text": "Our office is in Texas but we do deals all over the country. Hoping to get some ideas a bit more scalable than excel.", "replies": [{"id": "gqnduj1", "text": "Try followup boss, Salesforce essentials,  vtiger, or keap", "replies": [], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "gqeqhqb", "text": "I offer comission free sex to all of my clients.", "replies": [{"id": "gqeqj4a", "text": "I giveth comission free amorous rite to all of mine own clients\n\n***\n\n\n\n^(I am a bot and I swapp'd some of thy words with Shakespeare words.)\n\nCommands: `!ShakespeareInsult`, `!fordo`, `!optout`", "replies": [], "depth": 2}], "depth": 1}, {"id": "gqerwo1", "text": "What type of brokerage? Leasing?", "replies": [{"id": "gqgv04w", "text": "Investment Sales only right now, no leasing.", "replies": [{"id": "gqgykk4", "text": "Got it. I don't know that there are really any full-suite CRMs that focus exclusively on investment sales and add lots of value to that process, as the listings and buyer databases seem to really be the most important piece. What I've seen for others is turning on/customizing a CRM for their own operations, but then increasingly using marketing platforms like Buildout, CREXi, or Brevitas to perform a lot of workflow that builds, manages, and boosts their listings.", "replies": [{"id": "gqhp1f5", "text": "Yea we use Buildout and Crexi. The particular issue I am trying to conquer is compiling inbound leads from Crexi, Loopnet, eblasts, etc. into a centralized location. Excel works fine at our current level, but won't work forever and eliminates some potential benefits that would be possible with a centralized point. It would also eliminate the need for a lot of duplicate entry of other stuff.", "replies": [], "depth": 4}], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "gqf1baf", "text": "Look into Apto, also Salesforce platform", "replies": [{"id": "gqhonce", "text": "Yea we looked into Apto earlier on, don't recall the lead handling in there being substantially different than what we have now. Not looking to replace our CRM wholesale, hoping there is some sort of 'add-on' solution that doesn't involve a fully custom build.", "replies": [], "depth": 2}], "depth": 1}, {"id": "gqlzipz", "text": "can I ask what you are doing to generate 15-20 new leads per day?", "replies": [{"id": "gqm92a5", "text": "So just to clarify what I mean when I say leads, we have properties listed for sale on Crexi and Loopnet that we get inbound leads on. The team I used in my example currently has 40+ high demand listings and between all of those listings averages 15-20 new leads per day. As to how, obviously the volume of listings plays a huge role and we are rather proud of the marketing packages we produce, but there isn't anything particularly special to our approach.\n\nThis is a very high volume case, but my thought is if I can find something that works better for them, it works better for everyone.", "replies": [], "depth": 2}], "depth": 1}, {"id": "gqnde0f", "text": "there's not an integration api for rethink crm to connect to those platforms?\n\nIf it's salesforce based, there's not a lot of information to go on, but you may need to update the stage from lead to the next step in your funnel or *convert* the lead before closing the first deal in order to trigger the software to grant access to the option to close a new deal.  \n\nex realtor, now Salesforce admin here- I know nothing of rethink but if it's built on the same software or programming fundamentals then I figured I could throw out an idea...\ud83e\udd37\u200d\u2640\ufe0f", "replies": [{"id": "gqp636m", "text": "Loopnet definitely doesn't have an API as that would require their parent CoStar to actually do something to make our lives easier... I believe Crexi is working on one but its not done.\n\nAppreciate the idea on conversion. My issue occurs well upstream of that and the primary gap i have in the current leads functionality is its built around tying a single lead to a single opportunity. A good number of our leads inquire on multiple properties and the only way to do that right now is to create the contact then associate them as a lead to the individual properties. 1. that takes way too long when MOST leads don't end up turning into anything and 2. I would then end up with my leads in 2 different places which defeats the purpose.", "replies": [{"id": "gqqoe02", "text": "this is definitely fixable though, it looks like it is so salesforce based that it, in fact, is an app on the salesforce framework.  You just need to update something to do with the way you set up initially- either process or flow or lead assignment possibly, I couldn't say without seeing the whole org wide settings.  DM if you want to chat more in detail.", "replies": [{"id": "gqqr8bj", "text": "also if you have a website where people browse and \"like\" properties kunversion and boomtown are platforms made for that, *specifically*, although they have their own clunkiness in other areas but it might make a lot of sense, also I think Keap as well.  Followup boss is super user friendly but more similar to what you use now but also a good option that is more geared specifically towards real estate.\n\ncheck out this video at 26:20 https://youtu.be/IGmcvXA8e1o to see how it works on boomtown (but I am not reccomending anything, in fact there are frustrations to do with all software except custom built software,  just using as an example)", "replies": [], "depth": 4}], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "gw5zr6j", "text": "If you are already familiar with Salesforce ecosystem, since you already use ReThink, I think it's just the matter of additional customization/configuration. Comparing to the most popular CRE CRM systems, Salesforce and MS Dynamics-based ones are the most flexible in terms of scalability and configurability. \n\nOf course, it costs money, but if you find a good Salesforce / Dynamics 365 developer, it's not a problem to tailor these platforms to your need. \n\nAnother Salesforce-based solution for commercial real estate brokers is AscendixRE. It's already pre-configured product. But the main advantage, that this vendor is not only a product company, but also a service company. So, if you need any custom configurations, you can hire on-demand/dedicated Salesforce developers, admins or consultant. And it can significantly simplify all the customization process.", "replies": [], "depth": 1}]