CRM Best Practices for Commercial Real Estate Brokers

December 12, 2023
13 min

Leading a firm that specializes in CRM consultancy for over 25 years and having our own CRM for commercial real estate brokers, I want to share the CRM best practices and perspectives to consider when implementing this type of technology for your brokerage. While some of these topics are specific to implementing CRM for groups of users, most are applicable to individuals as well.

Every business and project differs so should do your CRM software. However, there are core CRM best practices that should be an internal code for any organization that has already launched or is planning to set up software implementation. I highlighted the most common ones that should be kept in mind by any real estate broker.

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Our CRM Best Practices and CRM Adoption Tips Developed Over 25 Years On the Market


For over two decades in the CRM space, our team has dealt with many CRM issues and clients’ requests. And despite their diversity, there are a dozen of frequently disregarded practices. I stepped further and suggested ways on how our consultancy together with our AscendixRE CRM can help brokers drive better CRM implementation and adoption.

Here is a quick overview of the discussed practices:

  1. Outlook and Gmail integration
  2. Data import and migration
  3. User training
  4. Task automation
  5. Office mobilizing
  6. Long-term planning
  7. Smart sharing
  8. Prioritizing
  9. Goals setting and tracking
  10. Understanding the buying cycle
  11. Elimination of roadblocks
  12. Data visualizing

1. Outlook and Gmail integration


Integration with everyday use applications like Outlook and Gmail calendar and email is key.

Brokers doing any volume of business development send and receive a variety of emails that contain great context on the details of the relationship and where it is headed.

Those emails will often lead to meetings being scheduled on calendars.

Once those meetings are held, there are notes from the conversations that are had.

Absent any intuitive integration with a CRM system, Outlook and/or Gmail represent another island of information that will continue to limit the use and corresponding value of the CRM application over time.


How AscendixRE solves this: 

AscendixRE converts Salesforce into commercial real estate CRM and uses Salesforce for Outlook and Gmail integrations.

In this video, I explain how our Outlook integration works. The Gmail integration works pretty the same.



  • Create new contacts, leads, accounts right in your Outlook or Gmail with AscendixRE CRM.
  • We will automatically prefill the contact details fields for you.
  • One-click and your email correspondence will be added to the CRM.
  • No need to switch between your CRM and Outlook/Gmail. You can review all details and interactions there.

2. Data Import and Data Migration


Among top CRM best practices is to start with a measured approach to curating, cleansing, and importing data into the CRM system so that it can start working for you on day one.

Many CRM systems never gain much traction because the broker, while well intended, gets busy and never “finds the time” to input the data into the system. As such, the application provides no initial return and the broker falls back into their old habits.

E.g., Rob Sattler, Senior Vice President at Cresa New York, expected to import around 60%-70% of his data to a new CRM, but managed to get 95% of data imported thanks to the right approach. Rob shares, “My first thought based on previous experience was this not going to happen.”

What I like most about Ascendix was the relational aspect of the data nd the high touch of their team throughout the process.

Rob Sattler, Senior Vice President at CRESA

The more information that is input into a CRM system, the greater the potential to leverage that data.

In the busy schedules that we all have, it can be challenging to instill good discipline in this regard.

While much of this is simply establishing good data entry habits early on, there are configurations around streamlining the forms for data entry that can certainly encourage more data entry.


How we help:

While importing your data into our CRM is pretty straightforward, we offer free upload help to all users. Once you start your free trial with us, you are eligible for free upload help.

Jim Lang, a commercial real estate broker shares about our upload help,

Can't imagine what I would have had to pay an independent consultant to do everything you guys did. Very complex data import of thousands of records and relationships was handled quickly and professionally. All this for a solo shop like me is amazing. No waiting around a day or two for a reply email, etc. The entire team was on it from start to finish.

Jim Lang, a Commercial Real Estate Broker

Also, we offer Concierge service for all AscendixRE Enterprise users that is included. Our Concierge team will help you with data entry, creating new tasks, notes, and reports. It is a great time saver.

Data Entry Services by Ascendix Concierge Team

Data Entry Services by Ascendix Concierge Team


3. Training/Education is Key to Establish New Habits


While today’s CRM technologies have become more approachable and easy to use, there is still a need to commit some time to learn the tool early on to establish new habits of data entry. There are quite a few reasons why brokers can’t adopt CRMs.

It is important to have clear and tangible business objectives on why you are implementing CRM in the first place as the process of changing old habits can be challenging and may not happen overnight, thus needed plenty of incentive to push through this period.


How we help:

We offer free training sessions and share the CRM best practices regularly.

4. Task Automation


Automation of mundane and repetitive tasks will free up time for more high-value work.

There is value in simply centralizing and organizing data that, to date, has haphazardly been stored in various places.  Achieving this goal would put you above most in the industry.

However, to truly maximize the promise of a CRM solution, set the system up to automate as many repeatable and mundane processes as possible.

Examples of this are simple follow-ups to prospects who are qualified but not ready to engage at this point.

While well-intended, if we don’t automate these types of tasks, they often times are forgotten and never happen.

From a listing broker perspective, a CRM best practice is setting up a sequence of activities to be scheduled for one or more people upon having won a new listing making sure that all parties are on the same page as to the obligations of the firm for the setting up and marketing of the listing.


How we help:

You can set up the described above and other automated follow-ups in our system. We share the best practices and help you when needed. AscendixRE is highly customizable.

We wanted the ability to create fields that would allow tenant rent schedules and early termination options for our existing clients (not just commencement and expiration dates) with detail we could use to generate tasks and even auto-generate emails to advise tenants or rent bumps or options that they might want to exercise.

James Mack, Vice President at Colliers International

Also, we offer additional tools that will help you to get the most out of your data:


5. Mobilizing Your Office


The percentage of time spent out of the office by most brokers is well above 50% for most.

Is a CRM solution that is not abundantly available to you while out in the field really set up to support you?

You’ve spent a significant amount of time assimilating a virtual brain for your business in the CRM database and it should be accessible to you wherever you are.

Basic contact management and scheduling of activities are important but having access to your deal flow, property listings, lease information and notes related to your most important relationships is key.

Take it to the next level by kicking off automated workflows from your mobile device so that activities and tasks are happening on your behalf before you get back to the office.


How AscendixRE helps:

AscendixRE has convenient iOS and Android apps. In this video, I showcase how the app works.


Reduce manual work and focus on meaningful activities

AscendixRE is a simple yet powerful CRM that helps CRE brokers increase their efficiency. Get a demo.

6. Start Simple but with a Long-term Plan (Begin with the End in Mind)


Begin with the end in mind but crawl before you walk, and walk before you run.

Let’s face it, change is hard and is made harder if you try to change too much all at once.

To effectively implement change, we must phase it in but while doing so, have clear objectives and business reasons remain visible and socialized so as to persevere through the change management process.

Most brokers that we encounter could immediately benefit by simply organizing their company and contact records and making them accessible in and through tools they use on a daily basis like Outlook and mobile devices.

Being able to more efficiently stay on top of the most important relationships can give back hours in the day that can be spent on more strategic initiatives and tasks.

The most disciplined user of CRM takes the time to “profile” each of the relationships that he/she chooses to track in the system so that they can properly group these relationships down the road for targeted marketing and selling.

It is super frustrating to be sitting on a stockpile of viable relationships and not be able to properly sort and filter down to meaningful subsets to communicate specific messages. 

Not all relationships are the same and need to be interacted with in a way that is personal to truly make a lasting impression.

Once having established good and long-lasting habits with core contact management, the foundation has been set for advancing into other areas such as deal and pipeline management.

Those that have reached a state of maturity should be treated with the proper attention and touched on a different frequency to ensure all the hard work you put into the relationship is capitalized on.

Of course, being real estate-centric, the CRM can and should be used for housing valuable market intelligence on properties that you are listing, market listings, lease, and sale comps to introduce further efficiency into your workday and to provide invaluable data mining and reporting capabilities that in the past required manual efforts.


How we help:

As I mentioned above, it is quite easy to set up automated workflows, build calling and marketing lists and prioritize your contacts with AscendixRE. Our Client Success Manager is there to help you to tweak your CRM.

My AscendixRE has a satellite screen on which I can see properties, click on them, and then manipulate the information. This is very useful since I can visually scan properties that I'm overlooking.

Howard West, a Director at Newmark Knight Frank

7. All Boats Rise with the Rising Tide – Smart Sharing of Data Within Teams


Nothing starts getting the blood flowing faster in conversations with a group of brokers than the topic of data visibility, who can see what records and when.

There is no right or wrong way to go about establishing a security model when deploying CRM.

There are certain advantages and disadvantages depending on how it is set up but one thing must be taken into consideration when making these decisions; the corporate culture.

If the security model does not reflect the culture of the organization and the users intending to use the tool, you’ve limited the amount of success you can expect to have with the implementation. 

The good news is that CRM platforms today have some pretty flexible models for setting up security to accommodate most scenarios of data sharing whether it be wide-open access to all to locked down individual ownership to somewhere in between.


How Ascendix handles this:

Ascendix is built on top of Salesforce, the world-leading CRM that invests heavily to protect data and offers the most sophisticated security model to secure data at different levels. You can define who and what data can see. Learn more: Salesforce Data Security Model — Explained Visually

8. There Are Only So Many Hours in the Day


How and what you spend them on is completely up to you.

It’s easy to fill your day with tasks and get the sense that you must be making a difference because you have no time left in the day.

When you get to a place where more is being asked of you than you have time to devote, it is critical that you start to prioritize those items so that you spend time on the highest value tasks.

Couple this prioritization with organizational tools and the automation of mundane or repeatable tasks and you can find yourself operating at a high level of efficiency.


Task Management in AscendixRE CRM

How AscendixRE Can Help You Manage the Tasks


How Ascendix helps:

As I mentioned above, AscendixRE lets you automate your follow-ups, reminds you about the coming tasks and events. Our add-ons, Ascendix Search and Composer, lets you visualize your data on maps, filter it, and even generate various reports and brochures with a few clicks.

Also, our Concierge team will help you with data entry, task management, and keeping your calendar up to date (we offer this service free of charge for all AscendixRE Enterprise users).

9. Set Goals and Track Them in Dashboards for Accountability


You cannot manage what you cannot measure.  You can’t efficiently measure if all you are using are crude tools like spreadsheets and notepads.

The most successful people set smart goals, map out a plan to achieve those goals, and then measure progress towards those goals.

Working backward, what are your revenue goals for this year, how many deals will you need to close to achieve that goal, how many deals will you need to be “in on” to close the appropriate deals, how many prospect meetings are needed to get to those deals, and it goes on from there.

Without a system that can be dialed in to drive your behaviors for today, this week, and next, you will have a hard time getting predictable results for the year.


How AscendixRE helps:

AscendixRE offers advanced Dashboards and Reporting functionality so you can track all key indicators and know what is going on. Our client success manager will share with you our best CRM practices and can recommend the dashboards to set up.


Reports and Dashboards in AscendixRE – CRM for CRE brokers

10. Understand and Respect Buying Cycles


Every customer has a buying cycle and while the inner salesperson in us is led to believe we can influence that timing, the truth is there is very little that can be done to change that cycle without compromising the value or margin on the deal.

Recognizing this early on helps you to develop a strategy of communication with this prospect that is reflective of the timing of their buying cycle and enables you to persist over the course of time in a respectful manner.

The persistence part can be challenging if you don’t have discipline, organization, and a certain level of automation to help along the way.

Think of the farmer who had to plant, fertilize and water his crops before drip irrigation systems were put in place.

Comparison of Running-the-Business-Without-and-With-CRM

Comparison of Running the Business Without and With CRM


There was a limit to the crop size he/she could effectively grow before they ran out of time.  The same is true of your “sales crops”.

Without automation and organization, you tap out at a certain level and a “virtual ceiling” is established on how much business you can generate.

Looking for a CRM laser-focused on commercial real estate?

Try AscendixRe. Schedule a free demo session today to learn more about AscendixRE CRM features.

11. Eliminate Roadblocks like Languishing Approval Process


Nothing can be more discouraging for CRM adoption than performing unnecessary actions again and again. And approval process is no exception. A complex workflow, like the Deal approval process, that has to be approved by several different parties can reflect on productivity.

Let’s imagine the situation: users are getting the initial email when it is their turn to approve, but they can’t get around to it right away and the Deal is in limbo waiting for their approval. Quite annoying, isn’t it?


How we help: 

One of the CRM best practices successfully used by our consultants is to set up a daily reminder that will email that user until the Deal is approved by them. If you don’t know where to start with the Salesforce approval process, study our guide.

12. Visualize your Data


Seeing is believing, so the more noticeable and understandable your key metrics are represented, the higher chances are that they will be paid attention to. One of CRM best practices is flagging on Deal to visually identify those needing attention, especially those, that have been languishing in a particular stage for too long.


How we help: 

It’s a common practice for our consulting agency to set up formula fields and a flag that will appear based on max days for each Deal stage. We can also help you with other CRM optimization tasks.

Bottom Line


So back to the question of what CRM success looks like for brokers…

If we’ve saved you 5 minutes, gained you 10 feet of visibility, allowed you to hone your partnerships, and helped keep track of market comps; if we’ve added a sense of peace to your day instead of chaos, and did so incorporating a human touch and not a black-hole support inbox: then you’ve succeeded.

The rest of your actual success would depend on your market knowledge, networking, negotiation, and sales’ guy/gal personalities to get the deal done.

We’re always glad to be part of that journey and look forward to the feedback our clients provide in helping us better refine our solution so that it is truly broker-friendly.

Some common questions we get:

  • Can I have a list of prospects based on their expiration dates and the building they’re in? I want to cold call tenants in a specific property.
  • Can I keep track of my own deals and will it feed into the lease comp database?
  • Can I mass mail contacts without having a large marketing budget or background?
  • Can I get a report that shows my upcoming to-do’s?
  • Can I get lease expiration date notifications or reminders emailed to me?
  • Can I get Outlook or Gmail integration?
  • Can I automate the process after I’ve won a listing?
  • Can I use maps and drawing tools to search for comps?
  • Can I mark some contacts as holiday card recipients for that time of the year?
  • Can you help with importing my data as a client?
  • The answer is yes to all of these questions.

Of course, my CRM best practices list can’t be limited just to the above-mentioned recommendations, so I spiced it up with the extended list of tips from our CRM consultant team.

However, even this shortlist can’t cover other specific advice for narrower business sectors with their unique needs. To get a more comprehensive plan for CRM implementation or customization, contact our experts.


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