How a real estate investment CRM can improve property management


Real estate investors face considerable challenges that are unique to their industry. Keeping everyone at the firm connected, utilizing a single tool to communicate with clients—these factors make finding the best real estate CRM taxing. Many real estate investment management softwares don’t offer configurable workflow management, deal and relationship management, and team collaboration capabilities, all of which are instrumental in helping real estate investors execute on deals successfully.


Today’s real estate investors and operators will accept nothing less than a sophisticated and technology-driven strategy for deploying capital. To its core, DealCloud believes that every investment opportunity is unique, and that the teams who execute on it should have a fully configurable, unified real estate investment CRM to act as the central hub for deal and relationship intelligence.

Stay organized and connected

It’s important to know best practices real estate fund managers and real estate operators should follow when leveraging a real estate investment CRM. From managing the pipeline of deals, to managing relationships with brokers, contractors and developers, to maintaining coverage of assets, industries, and strategies across geographies, real estate firms need a best-in-class real estate investment CRM at their fingertips.


Real estate investors can track relationships, such as broker relationships, in DealCloud.


While many solutions in existence were created to keep track of data points in a linear, one-to-one relationship, DealCloud was purpose-built for the more realistic needs of real estate investors. For example, there is value in knowing the status of deals you have with certain partners and what the history of those relationships looks like. Additionally, while you may have declined certain investment opportunities in the past, it’s important to know what affected your decision if similar prospects reappear in the future. DealCloud also integrates with Microsoft Outlook, ensuring that the days of sifting through emails for relationship and property data are over.


Leverage data to make informed decisions

As the commercial real estate market continues to change rapidly, investment managers and operators are tasked with making sense of their data. When these professionals use technology that was built for a different business model, turning data into actionable insights becomes impossible. Real estate investors need to maintain visibility on every corner of the market in order to compete. By centralizing data your firm’s data, vendors, and third party sources all in one place, real estate professionals can more easily spot trends or uncover gaps in coverage that might have otherwise gone unnoticed.

Using DealCloud’s platform, you can retrieve a map of any market with pins marking all the deals you reviewed in the past. From there, you can take a deep dive into all asset details.

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Simplify reporting

DealCloud’s customizable reporting capabilities allow real estate investors to leverage their data in whatever way best suits their organization. Whether a real estate investment team prefers a custom dashboard directly inside the platform, or delivered automatically by email, DealCloud is easily configured to meet your needs. DealCloud’s real estate investment CRM unifies data, systems, and people with fully interactive reporting and every dashboard, chart, graph, tear sheet, data sheet, and profile can be customized to meet each user’s preferences.


DealCloud’s real estate CRM enables teams to download and design preformatted reports based on any data set from either a web or mobile interface. You can also schedule reports to be sent to yourself, a team member, or group of people as a PDF or Word Document at a cadence that works best for you. In addition, most real estate investment CRMs do not offer portfolio view and reporting features such as quick and easy data segmentation, tear sheet downloads, and financial and loan report downloads. However, all of these crucial reporting elements for real estate investors are available in DealCloud.

The best CRM for real estate investors is DealCloud

DealCloud’s real estate investment CRM empowers firms to harness the cumulative intellectual capital of their people and processes. At its core, we believe that every investment opportunity is unique and that the teams who execute on it should have a fully configurable, unified technology platform to act as the central hub for relationship intelligence. Our best real estate investment CRM provides a single source of truth for Real Estate Investment Trusts (REITs), Real Estate Fund Managers, and Real Estate Operators alike, and can help real estate investors achieve superior outcomes.


To learn more about how DealCloud’s state-of-the-art deal and relationship management system was built specifically for real estate professionals, schedule a demo.


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Olivia Simons

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