Case Study: Landmark Advisory Services achieves increased collaboration and centralized deal management with Buildout CRM

How Rethink CRM helped Landmark Advisory Services increase collaboration

Landmark Advisory Services, a tenant-representation firm in Montreal, faced fragmented contact and transaction data spread across Outlook, Excel, and notes, which made cross‑department collaboration difficult. To address this, they adopted Buildout CRM’s commercial real estate dealmaking platform as a centralized CRM and contact database to break down silos and manage critical deal and portfolio information.

Buildout CRM configured the platform to Landmark’s unique workflows, enabling real‑time updates, linked records, and mobile/desktop access so transaction, legal, market intelligence, and lease administration teams can quickly share context and status. The implementation increased trust and adoption (moving usage from roughly 30–50% toward 80–90%), streamlined information retrieval, and supported integrations like Cirrus for Outlook with plans for SigParser and Adobe Sign—resulting in markedly better collaboration and process efficiency.

Landmark Advisory Services

Krista Leetmaa

Director of Intelligence and Marketing