KPI-driven CRM strategy for commercial real estate teams
We help CRE teams design the right CRM foundation before implementation, so data, deals, and operations stay aligned as you scale.
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Trusted by commercial real estate teams across brokerage, ownership, and operations
What CRM Consulting and Strategy includes
KPI-Driven Strategy Sessions
One-on-one strategy sessions focused on CRE KPIs like pipeline health, lease activity, and follow-ups
Learn more →Current-State Workflow Discovery
Discovery of how your team currently tracks deals, properties, inquiries, and follow ups
Learn more →Centralized Data Planning
Offer clear support plans with documented response times and expectations.
Learn more →End-to-End Solution Design
Solution design diagrams that map your end-to-end CRE workflows before any build
Learn more →Practical AI Use-Case Planning
AI use-case planning tied to real CRE data, not generic automation
Learn more →Why we’re different
From Document Chaos to Organized, High-Volume Operations with Construction CRM
With dozens of team members managing RFIs, submittals, and change orders, document tracking and onboarding became increasingly difficult when everything lived in Word, PDFs, and email.
We helped MMC centralize their workflows in Zoho CRM, automate documentation, and create a system their team could actually adopt and use across long-running projects.
Our Partners
Pricing
$100/hr
$2000/month