Case Study: NAI United increases productivity with Buildout CRM

Connecting marketing and back-office processes leads to increased productivity at NAI United

NAI United, a top-producing commercial real estate firm in Sioux City, was struggling with disconnected systems across marketing, transaction management, and back-office operations. The team relied on Excel spreadsheets, a third-party back-office program, and outdated accounting software, which limited access to data and slowed productivity. Buildout CRM provided the full suite of tools, including Marketing, Deal Management, CRM + Database, and Back Office.

With Buildout CRM’s all-in-one platform, NAI United connected its marketing and back-office processes, making it easier to store, share, and access data across the brokerage. The result was improved efficiency, faster property research, stronger deal management, and more comps available for broker evaluations through data flowing between systems. Buildout CRM helped the team process transactions through payment completion, increase productivity across nearly all areas of the business, and support the firm’s goals of prospecting more effectively, winning more listings, and closing deals faster.

NAI United

Robin Venaas

Administrative Assistant