Case Study: Trinity Real Estate Investment Services scales its deal pipeline with Buildout CRM

How a Texas brokerage uses Buildout CRM to support its rapid growth

Trinity Real Estate Investment Services, a fast-growing Fort Worth brokerage, needed a CRM that could support rapid growth without becoming a burden to manage. After outgrowing a custom Microsoft Dynamics setup, the team looked for a simpler, industry-specific solution and selected Buildout CRM.

Buildout CRM provided a Salesforce-based platform tailored for commercial real estate, along with seamless data migration and hands-on training. With Buildout CRM, Trinity REIS was able to manage its deal pipeline more efficiently, quickly build workflows, and scale smoothly—doubling headcount and significantly increasing volume without service disruptions.

Trinity Real Estate Investment Services

Richie Whitworth

Trinity Real Estate Investment Services