Buildout CRM
29 Case Studies
A Buildout CRM Case Study
Wolf Commercial Real Estate, a full-service firm expanding into Philadelphia, faced the challenge of growing pipelines and managing new deals while keeping existing transactions on track. To give brokers fast, mobile access to client, listing and deal information, the company adopted Buildout CRM, a cloud-based commercial real estate brokerage platform tailored for CRE workflows.
Buildout CRM was made mandatory company policy and is now used by all eleven brokers to manage relationships, listings, properties, deals and commissions. The centralized pipeline and mobile-friendly digital tools provided by Buildout CRM replaced labor-intensive Excel workflows, gave leadership instant visibility into deal stages and potential revenue, and streamlined day-to-day operations — measurable outcomes include full team adoption and the elimination of spreadsheet-based tracking.
Luke Majewski
Sales Team Coordinator