THE BEST COMMERCIAL REAL ESTATE CRM IS A CUSTOMIZED VERTICAL SOLUTION FOR ACT!*
*Act Premium v24 Subscription is required and are Bundled with the Commercial Real Estate CRM Database in the Price Chart below
Act! is a top CRM software platform and we have a top Commercial Real Estate CRM that provides commercial real estate brokers with what you and your team need to stay organized. Most importantly to run and grow your CRE business.
WHY COMMERCIAL REAL ESTATE CRM?
Commercial Real Estate CRM is specifically designed for commercial real estate pros. Our Commercial Real Estate database software for Act is a custom database for Act Premium v24 and therefore the commercial real estate industry.
So take control of your business by using Act CRM and above all effectively manage your client relationships, properties, as well as deals and leases. Over all CRE CRM enables you to provide first rate service for your clients and prospects.
Key Features: Options for Cloud, Desktop or a Combo of Both | Mobile App | Microsoft Office Integration | Pipeline Management | Scheduling | Contact, Company & Property Tracking
WHY YOU SHOULD BUY COMMERCIAL REAL ESTATE FOR ACT!
Our CRM for Commercial Real Estate helps you stay on top of your relationships and thus grow your business. Commercial Real Estate CRM software has features for attracting new clients and even getting more from existing relationships.
First of all is our simple and easy to use commercial real estate database. In addition it is a great way to build and manage your client base. However without having to pay a high cost or similarly monthly fees for unused features of other Commercial Real Estate CRMs.
On the whole this vertical solution is a great start and a right fit. For instance by keeping industry information but also having processes tailored for your needs. As well as more customizations can be made using the Act program and moreover without the need or expense of a programmer.
With the Commercial Real Estate Broker CRM you don’t have to worry about building your team or your company because adding users is easy. In addition information can be shared or limited between users. Each Broker or team could be limited to accessing only their records. Or share all of the records or some of the records across the company.
Finally the best CRM for Commercial Real Estate brokers that is flexible and at a lower cost than the competition and their CRM tools.
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WHAT YOU WILL GET WITH THE COMMERCIAL REAL ESTATE FOR ACT!
Get the best CRM for Commercial Real Estate. Act software is more powerful and effective management tool than e-mail and spreadsheet solutions. But Act CRM is easier to use and quicker to get up and running.
Also it is less costly as well as less complex than other Customer Relationship Management (CRM) solutions. Purchase your CRE CRM bundle now and get a 1 year subscription to Act Premium and the custom database for Commercial Real Estate.
PRODUCT FEATURES FOR THE COMMERCIAL REAL ESTATE CRM FOR ACT!
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CONTACT MANAGEMENT
COMMERCIAL REAL ESTATE CRM TRACK CONTACTS – OWNERS, BUYERS, SELLERS, TENANTS AND MORE
More than a commercial real estate contact manager software. Keep the important details on your Buyers, Sellers, Owners, Tenants, Investors and Brokers. As well as the contact information for anyone else you do business with. In other words CRM commercial real estate software is a central place to keep you and your team organized.
You will also have all the standard Act CRM Features. Namely Notes, Histories, Activities and Calendaring, Documents, Secondary Contacts, as well as Contact Relationships and More!
In addition the program has powerful search features. So you will be able to find any data and in any place within the database.
PROPERTY REQUIREMENTS
TRACK PROPERTY REQUIREMENTS AND PERFORM PROPERTY SEARCHES
Keep the Commercial Property needs for your Contacts and also for your Companies thus making for easy reference. In addition by performing searches will then use these details for sourcing Deals and Leases.
PROPERTY INVENTORY
PROPERTY TRACKING
Opportunities in Act CRM are used to keep information on your property inventory, deals and leases. Track property details including the property profile as well as related contacts and companies. Keep the all important key dates and current status. In addition enter your commission and CRE CRM will figure out any split amounts for the transaction.
Specifically keep the details for each property such as the Square Footage, Year Built and Condition for the Building. Also track even more items such as the Land, Parking, Industrial as well as the Property Management Company details.
In the same way as Contact records you will also be able to create Notes, Histories, Activities as well as attach Documents to your Properties.
DEAL MANAGEMENT
TRACK YOUR PROPERTY DEALS
With the best CRM software for Commercial Real Estate stay on top of your Deals and the necessary actions to keep them progressing. From prospecting to close and every stage in between. Stay organized by keeping the numbers up to date and the parties involved. In addition the all important Deal dates and as well as the current stage.
LEASE TRACKING
KEEP THE DETAILS FOR YOUR LEASES
Stay on top of your Leases before, during and after the signings. Track your Leases even when you currently represent the Owner, Tenant or both. Also important are keeping the details such as the lease terms and the lease parties.
SALES PIPELINE
PIPELINE DASHBOARDS TO TRACK YOUR DEALS AND/OR LEASES
With CRM for Commercial Real Estate brokers you see a visual depiction of your Deal and Lease opportunities organized by sales stage with the actionable Sales Pipeline. Drag-and-drop tiles to progress deals through stages.
In addition drill down for more detail and work on a specific transaction. Thus you manage every stage of your deals and leases. Finally complete the stages of the process to keep opportunities moving to close. Use as is or customize for your sales process.
ACTIVITIES AND CALENDARS
CALENDARS AND TASKS KEEPS YOU ON TOP OF YOUR SCHEDULE
One of the key features of Act CRM is its ability to schedule and help you manage your day. Track and prioritize meetings, calls, property tours, lease dates and deal activities associated with your contacts and thus stay productive. In addition relate your tasks to one or multiple contacts, properties, companies and/or groups. Also set alerts to keep you on top of your scheduled items.
EMAIL INTEGRATION
EMAIL INTEGRATION CAPTURES YOUR INTERACTIONS
Email integration lets you capture your emails to and from your contacts. In fact this all happens by using your email as normal. Likewise there is no need in having to bcc yourself to record the emails.
By using Outlook after sending or receiving an email Act immediately keeps the details in the history of the contact record. Even if the emails are deleted or moved from your email program.
In addition with Outlook or Google you and your team can use the powerful features such as syncing contacts, calendars, activities as well as inbound and outbound emails.
GROUPS AND COMPANIES
GROUPS AND LISTS ORGANIZE YOUR CONTACTS
You can create Groups as a way of categorizing, organizing and managing your contacts. The contacts within a group could have a specific association, such as an industry, region, property, or a random association. You also can define rules to add members to the Group. In addition Marketing Automation uses Groups for targeting your communications.
COMPANIES AND ACCOUNTS ORGANIZE YOUR CONTACTS
Companies let you track contacts associated with a company and provides other benefits for managing the information. In addition you can view the associated contacts, activities, notes, opportunities, and histories in a comprehensive view all on the Company record.
MARKETING AUTOMATION
COMMERCIAL REAL ESTATE CRM INCLUDES BASIC MARKETING AUTOMATION
Another email service is not needed because Act software has it built in. In addition eliminate the process of exporting lists and importing results. Even better is that the Basic plan with email campaigns is also part of your Act Premium subscription.
This feature helps with initial engagement then to retention and finally but most importantly build loyalty with your contacts. Optimize your message and outreach in each step with email marketing. Above all let people know when you have a new listing!
Key Features: Email Marketing, Email Drip Marketing, Responsive Templates, Interactive Template Editor
DASHBOARDS AND REPORTS
CONFIGURABLE INSIGHT DASHBOARDS
See dynamic as well as visual snapshots of real-time metrics that cover productivity and performance. Also sales pipeline health and win/loss analysis. In addition to other information contained in your database with interactive, graphical dashboards.
REPORTS & EXPORT TO EXCEL
Stay in the know with 50+ preconfigured reports. Also create custom reports with the report designer. Export reports to Microsoft Excel, HTML, PDF, or email.
In addition Act List Views have an Export to Excel feature. In fact this is where produce an Excel spreadsheet with the click of a button.
COMPANION MOBILE APP
ACT! COMPANION MOBILE APP
In addition stay connected to key Act details and add info from wherever you are with Act Companion. This native mobile CRM app is designed for iPhone, iPad, and Android. Act Companion is also included in your Act Premium subscription and at no extra charge.
CONNECT LINK API
ACT! CONNECT LINK
Connect Act software with thousands of sought after and popular apps. Immediately extend the power and reach of Act CRM with the also included Act Connect Link that uses Act’s API.
First start with a few simple steps, then watch as Act Connect moves info between Act CRM and the apps of your choice. To illustrate let Act Connect do the heavy lifting all while you enjoy the benefits of enriched data.
Check out the apps that connect to Act!: https://zapier.com/apps/act-premium/integrations
ACT! VIDEO TRAINING
ACT! VIDEO TRAINING LIBRARIES ARE INCLUDED
The Act! Video Training Libraries are a great overview of the Act platform. Above all it is a good way to learn general features and use. In addition every video is typically less than 5 minutes to keep them short and to the point.
The training videos are a convenient way to learn. In fact videos are accessible and available to your employees. Specifically anytime, anywhere, and on any device.
COMMERCIAL REAL ESTATE CRM PRICING
COMMERCIAL REAL ESTATE DATABASE WITH AN ACT! SUBSCRIPTION BUNDLE OPTIONS
(FOR NEW ACT! SUBSCRIPTION CUSTOMERS ONLY)
Select the CRE CRM for Act! product that is right for you:
Self-Hosted Act! Premium – With the Act! Premium On-Premise (Self-Hosted) CRM product you have thesecurityandcontrol of an on-premises solution where you deploy and manage the software. Namely you host your CRE CRM database on your network with your server(s) and/or computer(s). You have complete control in applying updates and upgrades.
Act! Premium Hosted – With the Act! Premium Hosted bundle your CRE CRM database will be hosted by Remote Tech Group, in fact Act!’s #1 Hosting Provider. Access via web browser and also have an offline client (local windows install). This remote syncs with the hosted database for online and offline access. Includes Scheduled Upgrades and most importantly upgrade when it is convenient for your company.
Act! Premium Cloud – With the Act! Premium Cloud bundle your CRE CRM database will be hosted by Act!. Access via web browser, mobile app and also have an offline client (local windows install). This remote syncs with the hosted database for online and offline access. Includes Automatic Upgrades.
CRM COMMERCIAL REAL ESTATE PRICING
COMMERCIAL REAL ESTATE DATABASE WITH AN ACT! SUBSCRIPTION BUNDLE PRICING
Self-Hosted Act! Premium Bundle
SELF-HOSTED
US$5401 Year
Self-Hosted Bundle Price/User
($45/user/month paid annually)
PREMIUM SELF-HOSTED INCLUDES:
- Act! Windows Software
- Act! Web Software
- Full Featured Act! CRM
- Basic Marketing Automation
- Act! Companion Mobile App
- Act! Connect App Integrations
- Act! Customer Support
- BUY
Act! Premium Hosted Bundle
HOSTED
US$5401 Year
Hosted Bundle Price/User
($45/user/month paid annually)
PREMIUM HOSTED INCLUDES:
- Hosting w/#1 Act! Hosting Company
- Cloud with Windows Sync Access
- Full Featured Act! CRM
- Basic Marketing Automation
- Act! Companion Mobile App
- Act! Connect App Integrations
- Act! Customer Support
- BUY
Act! Premium Cloud Bundle
CLOUD
US$5401 Year
Cloud w/Sync Bundle Price/User
($45/user/month paid annually)
PREMIUM CLOUD w/SYNC INCLUDES:
- Hosting with Act!
- Cloud with Windows Sync Access
- Full Featured Act! CRM
- Basic Marketing Automation
- Act! Companion Mobile App
- Act! Connect App Integrations
- Act! Customer Support
- BUY
CLICK HERE TO COMPARE THE ACT! SUBSCRIPTION BUNDLES FEATURES CHART
SOME FINE PRINT…
Commercial Real Estate CRM Software Product Purchase and Delivery
Self-Hosted Act! Premium Bundle Purchase
Once we receive your order for the Act Premium Self-Hosted subscription with the Commercial Real EstateDatabasewe will then have Act CRM issue your license. After that has been issued we will then send you an email with links to download the Commercial Real EstateDatabase and database restore instructions.
Act! Premium Hosted Bundle Purchase
After we receive your order for the Act Premium Hosted subscription bundle with the CRM Software Commercial Real EstateDatabase we will then upload the Commercial Real EstateDatabase to your Hosted account. Once the CRM Software Commercial Real EstateDatabase has been uploaded you will then receive an email from sales@actplatinum.com that the database is ready for you to login.
Act! Premium Cloud Bundle Purchase
Act CRM requires a credit card on file for your Act Premium Cloud subscription service and is used for additional purchases or renewals. When you select to BUY this bundle you will be taken to our online store. You will purchase the $60 database portion of the bundle, then shortly thereafter Act CRM will send you a link to purchase the $480*/user/year subscription.
Once the Act Premium Cloud subscription has been paid we will upload the Commercial Real EstateDatabase to your account. When the Commercial Real Estate Database is active on your account we will then send you an email letting you know it is ready for use.
*Act CRM may charge sales tax on your subscription service.
New Act! Subscription Customers Only
The CRE CRM Commercial Real Estate Database bundles are specifically for New Act! Subscription Customers. But if you are an existing Act Premium Customer please contact us for options and costs to add CRE CRM to your account.
Data Import or Data to Migrate
Although Act! provides basic import tools within their products these are for self-service. But if you need help with your import or have data to migrate let us know. In addition to providing guidance we also offer data services for an added cost. So please contact us to discuss your project and to then receive an estimate.
Proudly Serving Customers at these firms and many more!
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FAQs
What is the best commercial real estate CRM? ›
- Wise Agent: Best Overall Real Estate CRM.
- LionDesk: Best Real Estate CRM With AI Tools.
- Realvolve: Most Customizable Real Estate CRM.
- Follow Up Boss: Best Real Estate CRM For Integrations.
- Top Producer: Best Real Estate CRM For Automation.
- Market Leader: Best Real Estate CRM For Marketing.
- Copper.
- Daylite for Mac.
- Zoho CRM.
- Freshsales.
- Pipedrive.
- LionDesk.
- Efficy CRM.
- TOP PRODUCER.
- Pre-Sales Automation: ...
- Sales Automation: ...
- Post-sales Automation:
CBRE had recently implemented a new CRM (Customer Relationship Management) platform called Salesforce to manage their property listings and wanted to automatically update the website to reflect the latest data held in the CRM.
What are the 3 types of CRM? ›There are 3 types of CRM platforms. You can choose from the analytical, operational or collaborative CRM to support your business. Choose the analytical CRM if you want to get your hands on the most important metrics about your customers in order to make more strategic decisions.
Is there a totally free CRM? ›Based on a number of users, Bitrix24 is one of the most popular free CRM in the world. Bitrix24 provides a cloud CRM solution that's free for up to 12 users, with a cap on data storage of 5 GB.
Which is the No 1 CRM? ›World's #1 CRM - Salesforce IN.
What is the best low cost CRM? ›- HubSpot Free CRM (Best Free CRM Software)
- insightly.
- Nimble.
- Zoho.
- vtiger.
The “4 Ps of CRM Success" are Planning, People, Process and Platform to some while it is Product, Process, Policy, and People to others. The article will discuss these aspects with Indian examples.
What are the 4 C's of CRM? ›Managing 4 C's: Customer experience, Conversation, Content and Collaboration. CustomerThink.
Which CRM is easiest to use? ›
The easiest CRM software to use is Freshsales. It provides a detailed tutorial and walkthrough for when you're setting up, so you know what almost all the features do before you've even started to use the system. On top of this, as CRM interfaces go, it's one of the most intuitive around.
What are the 5 types of CRM? ›- Operational CRMs. Operational CRMs give your marketing, sales, and customer service departments the possibility to better support your existing and potential customers. ...
- Analytical CRMs. ...
- Collaborative CRMs. ...
- Campaign management CRMs. ...
- Strategic CRMs.
- The Best Simple CRM of 2023.
- Zoho CRM.
- Freshsales.
- noCRM.io.
- Less Annoying CRM.
- OnePageCRM.
- Insightly.
- Pipedrive.
For 10+ years, we have greatly simplified and boosted the CRM data usage processes in the company and helped JLL integrate its business assets into Dynamics 365 CRM.
What is the most successful CRM in today's market? ›Salesforce CRM: Best CRM Software for Small Businesses
The modern sales features let you leverage the power of social media engagement to gain leads and drive sales.
What is Hilton ONQ Systems? Our Hilton OnQ CRM (Customer Relationship Management) execution providers facilitate the streamlining and automation of workflow experiences, permitting efficiency in guest register, check out, and also the duration of the stay.
What is the most commonly used CRM? ›- monday.com.
- Zendesk CRM.
- Pipedrive CRM.
- Salesforce CRM.
- HubSpot CRM.
- Freshmarketer.
- Oracle NetSuite.
- Zoho CRM.
CRM system examples include marketing, sales, customer service, and support. Most CRM platforms involve businesses analysing customer interactions and improving the customer relationship.
How much does a CRM typically cost? ›How much does CRM software cost? CRM software cost often varies based on factors like the number of users and features. Typically, small business plans start from $12 to $20 per user/month, while enterprise plans usually come by quote.
How much does a CRM subscription cost? ›CRM pricing: how much does CRM cost? Paid CRM system costs start from around $12 per user, per month for small businesses. More advanced packages for larger enterprises range from $50 to $150 per user, per month, while the most expensive CRM systems charge $300 per user, per month, or more.
Can you use QuickBooks as a CRM? ›
Small businesses often use QuickBooks as their first CRM, since it stores customer contacts and buying histories. When your business is just getting started, being able to access customer contact information from your accounting software might be enough.
Who is the leader in CRM? ›Salesforce is the leading vendor in the customer relationship management (CRM) applications market worldwide with a market share of 23.8 percent in 2021. The company leads the market with a big margin: next in line to Salesforce are SAP, Microsoft, and Oracle with around five percent shares of the market.
What is the easiest CRM to use for small business? ›- HubSpot Sales Hub.
- Salesforce Sales Cloud.
- monday sales CRM.
- ClickUp.
- ActiveCampaign for Sales.
- Freshsales.
- Pipedrive.
- Zoho.
A lack of commitment or resistance to cultural change from people within the company can cause major difficulties with the CRM implementation. Customer relationships may break down and result in loss of revenue, unless everyone in the business is committed to viewing their operations from the customers' perspective.
What are the 2 types of CRM? ›There are three main types of CRM systems: collaborative, analytical, and operational.
What are the 3 primary goals for the CRM process? ›The overall business goals of CRM systems are to help organizations 1) capture new leads and move them through the sales process; 2) support and manage relationships with current customers to maximize their lifetime value to the company; and 3) boost productivity and lower the overall costs of marketing, sales, and ...
What are the 7 Cs of CRM? ›The 7 C's of customer relationship management are customer centricity, company culture, customer experience, customer data, customer journey, consumer experience, and consumer expectation.
What is the most important part of CRM? ›A database is the most important component of the CRM system, that stores client information and other data required by organizations to carry out their business activities. The database stores all the client and business details.
What is the most important goal of CRM? ›The fundamental purpose of a CRM system is to improve the customer experience. Executing on this objective is the most sure-fire way to see positive results across your business. When you make improved customer satisfaction the main goal for your CRM, all other objectives work to support this goal.
What is the main purpose of CRM? ›Customer relationship management (CRM) is a technology for managing all your company's relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.
What makes a CRM successful? ›
To have a successful CRM strategy means that you need to define how your work processes will change, what steps you're going to take at each implementation stage, what you want to achieve and how you're going to measure your goals, and how CRM is going to complement your business development plan.
What are the basics of CRM? ›CRM is the strategy you put in place to manage all your company's relationships and interactions with both customers and potential customers. The term also refers to the systems and processes you use to help you do that. Managed well, CRM has the power to directly improve profitability.
Is it hard to learn CRM? ›CRM is easy to learn because it is designed to help you manage your relationships with your customers. It also allows you to track your sales and marketing efforts, so you can make adjustments along the way. This helps to make it easier to learn what you need to do to manage your relationships with your customers.
Can I use Excel as a CRM? ›Yes, Excel can be used to build a CRM. However, it is not as efficient as a dedicated CRM platform that offers multiple advanced features. What is a CRM spreadsheet? A CRM spreadsheet manages data of sales leads and actual customers by jotting down information on a sheet, like Excel and Google Sheets.
How long does it take to learn CRM? ›Generally speaking, if you spend time with your CRM every day for at least an hour first thing in the morning, you should be able to conquer the more simple aspects of the CRMin a week or two.
What are the first examples of CRM? ›Siebel introduced the first mobile CRM app called Siebel Sales Handheld in 1999. The idea of a stand-alone, cloud-hosted customer base was soon adopted by other leading providers at the time, including PeopleSoft (acquired by Oracle), Oracle, SAP and Salesforce.com.
When should you not use a CRM? ›You Don't Need a CRM System If:
You only get a small number of leads a week. With less leads, there is less to remember! You only have a few large customers who you can manage easily. If you only have a few key customers, then its much easier to manage them and a CRM system might not be necessary.
Best HubSpot CRM alternative for organizing leads. Zoho CRM is an affordable HubSpot CRM alternative geared toward small and mid-size businesses. You can store up to 100,000 contact records using the contact management feature, no matter the pricing plan you choose.
What is the best affordable CRM? ›- HubSpot Free CRM (Best Free CRM Software)
- insightly.
- Nimble.
- Zoho.
- vtiger.
#1 – Bad Data Makes a Bad CRM
And the statistics back him up. According to Gartner, 30% of data within CRM systems is outdated within 12 months. Gartner's data also points to data being the No. 1 cause of CRM failure.
How much can a CRM increase sales? ›
Adopting a CRM can also shorten the sales cycle by up to 14% AND increases sales team productivity by 34%. As with most things, when managed properly, there are numerous benefits. If not managed properly, the bottlenecks and hurdles can quickly drag do your team's productivity and effectiveness.
Is CRM a high paying job? ›Highest salary that a CRM can earn is ₹6.1 Lakhs per year (₹50.8k per month).
Is QuickBooks a CRM? ›Small businesses often use QuickBooks as their first CRM, since it stores customer contacts and buying histories. When your business is just getting started, being able to access customer contact information from your accounting software might be enough.
Who is HubSpot biggest competitor? ›- Zoho CRM.
- Salesforce Marketing Cloud Account Engagement.
- Adobe Marketo Engage.
- Oracle Eloqua Marketing Automation.
- Dynamics 365 Marketing.
- Sage CRM.
- Act-on Marketing Automation Platform.
- SAP Marketing Cloud.
If you want to scale your company, you should start looking for a great alternative to offer you the same functionality as HubSpot but at a lower price. Tools like Moosend, ActiveCampaign, and Marketo are some solutions you can choose to power up your marketing and sales without breaking the bank.
Which CRM has the biggest market share? ›Salesforce is the leading vendor in the customer relationship management (CRM) applications market worldwide with a market share of 23.8 percent in 2021. The company leads the market with a big margin: next in line to Salesforce are SAP, Microsoft, and Oracle with around five percent shares of the market.