Buildout CRM
29 Case Studies
A Buildout CRM Case Study
Cushman & Wakefield — Tampa’s Self Storage and Capital Markets Advisory Group was juggling more than 75 deals at a time and struggling with fragmented tracking across Excel, calendars, and documents, which made reporting, accountability, and forecasting difficult. To centralize deal data and streamline workflows, the team implemented Buildout CRM’s client relationship management platform (the Rethink PropTech solution) tailored for commercial real estate.
Buildout CRM consolidated all deal information into a single hub, enabling weekly dashboard reviews, easier access for brokers, and configurable fields for self-storage underwriting. As a result, Cushman & Wakefield can now track list‑price-to‑close ratios, cap‑rate trends, gross fees by month, and deal status in real time, improving credibility with clients, increasing accountability, and preventing tasks from falling through the cracks. Buildout CRM’s platform and client success support made the transition from spreadsheets faster and more effective.
Chloe Strada
Head of the Strategic Advisory Program