Let’s face it, most CRMs commercial real estate users have are either clunky, generic, or forgotten after onboarding. But Rethink by Buildout is a different breed. It’s built for brokers, not borrowed from B2B sales. And while many brokers use it to track deals or log notes, they’re often missing out on the features that actually drive income, eliminate busywork, and give them a competitive edge.
If you're using Rethink like a digital Rolodex, it’s time to level up. Below are three of the most overlooked, but high-impact, features inside Rethink that can transform how modern brokers win and work.
Why it matters: Action Plans are the broker’s version of a GPS. Every step. Pre-mapped. No guesswork.
Most brokers don’t realize they can build repeatable workflows inside Rethink. That means instead of reinventing the wheel for every deal or listing, they can run a proven process—automatically.
A top-performing investment sales team built a “New Listing” action plan that:
This eliminates follow-up chaos, keeps the team in sync, and ensures no listing step gets skipped—no matter how busy things get.
Bottom line: If you’ve ever missed a deadline, forgot to follow up, or had something fall through the cracks… Action Plans are your answer.
Why it matters: In CRE, prospecting isn’t just about volume—it’s about precision.
Rethink lets you build segmented prospecting lists that reflect the real structure of your pipeline: by asset class, buyer profile, geography, or even seller likelihood. It’s a massive edge over generalist CRMs that don’t understand CRE cycles.
Let’s say you’re tracking 80 industrial owners in your region. You can build a prospecting list tagged “Owner–Likely to Sell in 12 Months,” and trigger quarterly email outreach + call tasks, all from one place.
Pro tip: When upgraded to Rethink+, you can use AI signals such as “likely to sell” or ownership data to populate lists, keeping your outreach sharp and relevant. In other words, get the CRM that comes loaded with the data.
Bottom line: Generic outreach is dead. Smart brokers use prospecting lists to work the right leads at the right time.
Why it matters: Excel just can’t cut it anymore.
Rethink’s Offers and Site Selections modules lets brokers log and track every offer, counteroffer, and site selection inside the deal record—no spreadsheet chaos, no version control nightmares.
What you can do
On tenant rep assignments, teams use the Site Selection tool to rank shortlists based on size, pricing, TI, and location. They log tenant feedback and share live updates with clients—building trust, accelerating decisions, and closing faster.
For investment sales? Brokers log LOIs as they come in, keeping sellers up-to-date with a live “offer board” that shows where things stand—without dozens of emails or spreadsheets.
Bottom line: This is one of Rethink’s strongest differentiators. Generic CRMs can’t do it. Excel breaks. And your clients expect this level of professionalism and transparency.
If AI and automation aren’t a strategic pillar for your brokerage next year, you’re already behind. And here's the truth: automation breaks the second your workflows are fragmented.
That’s where Rethink shines. It’s not just a CRM, it’s your deal center. And when you combine Rethink with Buildout’s full platform—marketing, syndication, proposals, and data, you go from managing work to moving deals.
It’s time to unlock what your CRE CRM is really capable of. These features aren’t just “nice to have” they’re how modern brokers win in competitive markets. So don’t sleep on them. Use Rethink like a pro and spend more time where it counts: prospecting, pitching, and closing.
Want a personalized walkthrough of how these features work in your market? Book a demo.
