Any of you guys use a CRM software that you use to manage partner and broker relationships with? Currently using excel and it just takes a significant amount of man power without much bells and whistles. Looking for something that’s easier and more automated to keep track of reach out and the rest.
| +52 | Leave brokerage to be GP | 12 | 2d | |
| +49 | New Comp Database - Google Form (Now with Data Validation) | 24 | 2d | |
| +24 | Seeking Career Guidance in Real Estate Development Post-Graduation | 3 | 3d | |
| +23 | Going out on your own | 4 | 2d | |
| +23 | Spreads over SOFR/UST | 8 | 1h | |
| +22 | REPE/Development GPA | 15 | 5d | |
| +22 | Real Estate = complicated + underpaid | 15 | 2d | |
| +20 | High achiever that doesn’t want to work weekends | 12 | 13h | |
| +17 | Fisher Brothers | 6 | 2d | |
| +15 | Can you exit from Fund to Asset management or Investment in Real Estate ? | 22 | 20h |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
I recently started using HubSpot. I played around in the free version and set up some basic systems/templates.
About to upgrade to the starter version which is only around $50/month. My needs are pretty simple but I like it so far and it has everything I need.
I'm building a RE CRM to address a lot of these pain points. My platform is integrated with every parcel/property in the country and I intend to build out features that help principals with managing broker relationships, track their deals, and so forth. I've used all the popular CRE or traditional CRM platforms (like hubspot/pipedrive) and was unhappy with all the other software out there.
I'm early with my product so happy to understand your feedback/features you're looking for. DM me and i'll get you started for free.
Vel quos quia labore deleniti laudantium doloribus. Voluptas commodi nisi sint odio. Sunt libero qui repudiandae facilis.
Ut atque enim placeat ratione. Ducimus facilis voluptas saepe tempore qui temporibus. Omnis ad iste unde doloribus voluptatum rem. Voluptatum quibusdam ipsum commodi sed velit id.
Quidem ea eligendi aut itaque non rerum quis. Aliquid enim vitae tempore excepturi laudantium aut. Repudiandae assumenda harum voluptas. Facere delectus temporibus quia consequatur aspernatur voluptatem nisi. Doloribus deserunt dolore architecto deserunt expedita. Cupiditate sequi necessitatibus dolore facilis odit ab dolorem. Ad aut est aut ut omnis ipsa.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...