Case Study: ERG Commercial Real Estate streamlines deal tracking and boosts pipeline visibility with Buildout CRM

ERG Commercial Real Estate reveals the value of using Apto over a generic database

ERG Commercial Real Estate, a full-service commercial brokerage in the New York-Metro area, faced challenges managing their deals and pipeline using Excel and a generic CRM. They struggled with a difficult implementation process, high costs, and a lack of industry-specific support for the non-CRE platform, which hindered their ability to track business effectively.

By switching to Buildout CRM, which is designed specifically for commercial real estate, the implementation was completed in weeks instead of nearly a year. Buildout provided an intuitive system for tracking deal stages, enabled better internal collaboration, and offered valuable reporting dashboards. The results for the brokerage include a current active pipeline of 376 pursuits, 32 listings, and 9 properties in contract, along with over 40,000 completed activities tracked in the system.

ERG Commercial Real Estate

Katherine Valente

Director of Human Resources