CRM for CRE?

This is for anyone in CRE who works on deals or real estate sales brokers or mortgage brokers.

When marketing a deal, we reach out to 50-200 institutions / clients / investors to see if they are interested in it.

Our way of tracking this is someone below the VP is cc'd to the outreach email and is suppose to catch and log all responses and the VP is supposed constantly manage that connection and check his or her email with all 100+ conversations manually. We just type notes into excel as to where they are in the process and its an incredibly inefficient and error prone process.

Sometimes the analyst is dropped off CC and doesn't catch the email, sometimes the VP doesn't see all the replies. Sometimes the Analyst has to reconcile 100+ emails with physical notes the VP took because they didn't have the excel sheet open.

I am trying to see if a CRM can fix this. Our principal concern is a system that can track who has responded and who has not automatically. But I am open to hearing about any CRM that is used that has made deal flow process easier and improved quality of life.

What do you use and what would you recommend? Love to hear your thoughts.

 

Illum fugiat dignissimos soluta a sit nemo consequatur. Ea consequatur consequuntur ipsa dolor amet incidunt.

Qui quod dolorem eos velit. Illum libero consectetur fugit velit. Omnis autem velit exercitationem sint eum.

Nihil doloremque ipsam assumenda accusamus. Dolores iusto saepe labore doloremque itaque. Omnis sunt nam et magnam. Repellat et repudiandae rem omnis harum praesentium.

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (86) $261
  • 3rd+ Year Analyst (13) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (145) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
Betsy Massar's picture
Betsy Massar
99.0
5
dosk17's picture
dosk17
98.9
6
kanon's picture
kanon
98.9
7
GameTheory's picture
GameTheory
98.9
8
CompBanker's picture
CompBanker
98.9
9
bolo up's picture
bolo up
98.8
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”