Case Study: CBRE streamlines data management and client engagement with Buildout CRM

How Apto has helped this CBRE Columbus team streamline their processes and handling of data

CBRE’s Columbus capital markets team, led by Senior Associate Antoine Matthews, needed a better way to manage client relationships and data after inheriting a dated SQL server-based system that was hard to use as a system of record. Before switching, the team struggled with tracking notes, follow-up, and maintaining detailed property information such as rent and unit mixes.

Buildout CRM’s Apto CRM gave the team a modern solution for daily prospecting, note-taking, data management, and reporting. With Apto, CBRE streamlined property-level data handling, quickly exported reports on deals, pursuits, listings, closings, and commissions, and improved client engagement through the Prospecting Console. Within 90 days, the team saw clear value, saved time and headaches, and benefited from responsive support from Buildout CRM.

CBRE

Antoine Matthews

Senior Associate