Overview

In commercial real estate, success hinges on more than just hustle—it requires a tech environment that actually works for you. This checklist is designed to help CRE professionals evaluate whether their current tools are connected, efficient, and set up to support seamless workflows. From CRM integration to listing management, this guide breaks down the essentials for a smarter, more synchronized tech stack that frees up time and drives deals forward.

Key takeaways:

• CRE tools should be connected, not siloed
• One-way data sync keeps contact info updated without overwrites
• Leads and properties should link automatically
• Marketing automation saves time and boosts accuracy
• Connected systems deliver better insights and faster decisions