Case Study: Trinity Real Estate Investment Services achieves scalable growth and streamlined deal management with Buildout CRM

How Rethink CRM supports Trinity REIS’s remarkable growth

Trinity Real Estate Investment Services, a rapidly growing commercial real estate firm, needed a CRM purpose-built for CRE that brokers could adopt quickly without time-consuming retraining. Facing manual deal-tracking and an outdated system, Trinity selected Buildout CRM as their CRE-focused CRM/PropTech solution to provide industry-specific functionality and scale with the firm.

Buildout CRM delivered pre-built real estate reports, customizable dashboards, workflow automations, document generation from property/deal records, and automated notifications. As a result, Trinity can now track days on market, listings by deal stage, contracts by month, outstanding proposals, and cold calls per agent; run accurate listing agreements without manual fixes; and keep teams informed—driving immediate productivity gains, improved data integrity, and ongoing vendor-supported implementation.

Trinity Real Estate Investment Services

Keanan Halla

Director of Information Systems