Crm for commercial real estate? What do you all use!
Hi All,
I currently use Pipedrive as a CRM. I like it, but am curious if others use it and their thoughts on it? It is very easy to use but have come to find out, it is more geared towards tenant rep. Has anyone used it for LL rep or investors? If so, how did you set it up to make the most sense? 

Also, would be happy to hear what others are using and how it benefits their business!
[{"id": "isrr6n1", "text": "I use ClientLook. Pretty simple and user friendly but feels outdated. It\u2019s also pricey. I\u2019m also probably not using it to its fullest capability. At the end of the day the software isn\u2019t super important. The time and energy you put into databasing your CRM is more important and will pay off significantly in the long run. Anything that lets you build contacts, property info, and set reminders will get the job done.", "replies": [], "depth": 1}, {"id": "issp7zb", "text": "I\u2019ve explored around and found PipeDrive to be the best", "replies": [], "depth": 1}, {"id": "ist2m5x", "text": "Pipedrive is probably the best 'light' CRM option.\n\nSalesforce and CRE focused overlays like Apto are good and really robust but take a lot of time investment. \n\nMicrosoft Dynamics is probably worse than Salesforce but comes with a lot of mapping query capabilities.\n\nI've also tried Monday but it's more of a workflow tracker and is very light on CRM functions. Cheap though.\n\nFor capital markets/investment sales, Salesforce or Dynamics are probably your best bet. You can create more associations between ownership, tenancy and assets and you're able to search by owner, asset, asset value, location (on map) etc... Takes a lot of inputting and time to get it going but once you do they're both powerful.", "replies": [], "depth": 1}, {"id": "ist4ay2", "text": "At a larger firm. The company provides a customized version of Salesforce for investment sales and debt professionals. \n\nOur mortgage brokers track borrowers in salesforce and also use separate third-party tools for managing capital contacts.tment sales brokers that do more digital and email marketing use it.. \n\nOur mortgage brokers track borrowers in salesforce and also use separate third-party tools for managing capital/lenders.", "replies": [], "depth": 1}, {"id": "isug8x8", "text": "I like Airtable and HubSpot. Both can be used for free.", "replies": [], "depth": 1}, {"id": "isvzq2d", "text": "Buildout", "replies": [], "depth": 1}, {"id": "isx4tam", "text": "Using [HubSpot](https://nachonacho.com/product/hubspot) and why I like about it is that your organization can operate out of one system instead of stitching together 4-5 management tools for sales, marketing, and admin.\n\nYou can check [Nachonacho](https://nachonacho.com/marketplace) marketplace to get an amazing discount on this tool.", "replies": [], "depth": 1}, {"id": "iu2gtsf", "text": "I've used Realnex since 2005 (Used to be REA).  Their online version is \"OK\" but I liked their desktop version better... but cloud based does allow for easy access on phone and any computer.  I like what Rod Santomassimo always says... the best database is the one you'll use!  Different CRM's have different goals too... if you are more sales/calls oriented you may not want the in depth capabilities of an Apto or Realnex... but if you want to build an incredible database that you can query and track to the depths of the ocean... you may not want a hubspot.  I am going to check out pipedrive as it seems like a lot of people are using that.  For prospecting check out Andrew Bermudez www.getdigsy.com... they've created kind of a fun gamified tracking system w/ daily/weekly reporting via like a scoreboard.", "replies": [], "depth": 1}]