How CRM Benefits Commercial Real Estate

Document Generation
Approval Workflows
Automated Business Processes
Advanced Security Features
Customer Profiling
Checklist Management
Integrated Marketing Solutions
Lead Generation

The Challenges of Commercial Real Estate

Painful Documentation Processes

CRE leasing processes involve a lot of documentation. The agents, lessors, lawyers, guarantors, and financial institutions pass the contract back and forth in multiple iterations. Digital documentation with CRM reduces the chance of errors and makes the process more efficient.

Need for Internal Checks

The number of parties involved in leasing transactions creates more opportunities for fraud. Processes for internal audits, approvals, and data governance help mitigate these concerns and can be built into workflows using the CRM.

Privacy & Security Risks

Manual processes with spreadsheets leave CREs open to security issues. Digital systems encrypt data so it's only accessible by authorized users.

Inefficient Manual Tracking

Entering and verifying record details is an unnecessary and time-consuming administrative task. Manual tracking can be eliminated using CRM, freeing up employees to focus on more important tasks.

Cost of Managing Short Term Leases

Many tenants are shifting preferences to short-term leases, leading commercial property owners to constantly update documents and recalculate fees. Automated workflows systematically update these documents and calculations to maximize profits while minimizing tedious manual work.

High Intermediary Costs

The more third parties involved, the higher the intermediary costs. Streamlining the process with CRM and integrating additional systems reduces the number of touches it takes to complete a task.

A Commercial Real Estate Case Study

Due to a failed custom coding project by a previous partner, the National Bureau of Property Administration had a spaghetti bowl of data that didn’t satisfy even the basic requirements of their software program, thus making all things more difficult. Technology Advisors (TAI) created a technically sound, reliable data structure for a web of multi-relational entities. TAI put in place proprietary innovations and program add-ons to create summary screens which eliminated the need to search over several screens or drill down for more details.


Read the Case Study

What Customers Say About Us

I have worked with TAI for over 15 yrs. with my past two organizations and look forward to continuing our relationship for many years to come. Working with TAI has proven to be a one stop shop for my organization from all phases of CRM support and technology review to quality and cost analysis and product review. This has ensured we have had the latest technology at a fair price for our organization with amazing support from TAI.
Linda Stanko, Recept Pharmacy
We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of SugarCRM is second to none and together we are able to tackle many difficult software integrations to shape Sugar to best fit our needs.
Jean-Paul Lupori, Captive Resources, LLC
One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.
Tim Ryan, Hershey's Ice Cream
Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.
Tara Cowling, AEM
We’ve been working with Technology Advisors for over 3 years. With their guidance, we’ve been able to innovate and create business processes that enable us to be more efficient with our time and money.
Dan Johnson, BASYS
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Our Commercial Real Estate Customers

hilco
amata
Mcaffery
bradford allen
cresa