CRE client management made simple for Buildout brokers

Buildout Lite CRM makes it so easy to manage your contacts and properties that you can do it yourself. Why outsource data management to an assistant when you can ensure your most important information is inputted and organized faster and more securely?

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Looking for a CRM with fewer bells and whistles?

Good news: if you’re a Buildout Marketing customer or evaluating our marketing solution, we have the CRM solution for you. If you’ve been overwhelmed by other systems in the past, or you’ve never used a CRM before, Buildout Lite CRM is a simple contact management database that might better fit your needs.

Organize your data the way you work

Intuitively manage and track contacts, properties, comps, and more so you can spend less time inputting data and more time building relationships.

Level up your prospecting

Find properties and spaces that meet your defined requirements so you can better serve your clients and beat competitors to a deal.

Level up your prospecting

Find properties and spaces that meet your defined requirements so you can better serve your clients and beat competitors to a deal.

Share or secure your most valuable information

Collaborate with and assign tasks to teammates, or safeguard your research and take your data with you throughout your career.

What you'll get

Spreadsheets and marketing collateral, fully in sync

Contacts, Companies, Properties

Store all contact, company, and property information in one place and relate data points.

Comp data

Automatically expand your comp database with full transaction history for your properties.

Requirements

Find properties and spaces that meet your client’s needs and view them in a list or on a map.

Groups & Tags

Organize records into personal groupings or with shared labels for easy reference.

Activities & Tasks

Keep track of client communication and assign tasks (like meeting reminders) to yourself or teammates.

Choose the Buildout CRM that best fits your needs

If you think Buildout CRM might be a better fit, check out our Buildout CRM solution page to learn more.

lite crm

Includes

  • Contacts, companies, properties
  • Client requirements
  • Comps
  • Activity Feeds

buildout crm

Includes everything in Lite CRM and...

  • Mobile app
  • Automatic email & calendar syncing (Outlook/Gmail)
  • Built-in property data
  • Deal management/pipeline tracking
  • Customization of fields, reports, and more (depending on scope may incur additional cost)
  • Ability to integrate with other solutions (auto-dialer, e-signature, etc.)

buildout lite crm

buildout crm

Contacts, companies, properties


Client requirements


Comps


Activity feeds


Mobile app

Automatic email & calendar syncing (Outlook/Gmail)

Built-in property data

Deal management/pipeline tracking

Customization of fields, reports, and more (depending on scope may incur additional cost)

Ability to integrate with other solutions (auto-dialer, e-signature, etc.)

It’s time to get more out of your data.

You must be a Buildout Marketing customer to sign up for Lite CRM. To take your commercial real estate brokerage to the next level, explore our other offerings, Buildout Insights and Back Office.