Case Study: Pierson Commercial improves client experience with Buildout CRM

How Rethink Helped Pierson Commercial Improve Their Client Experience

Pierson Commercial, a full-service commercial real estate firm, wanted a better way to manage its deal pipeline and client service. President Jason Pierson had been using spreadsheets and paper records to track pipeline activity, collections due, and expected receivables, which he described as inefficient. After evaluating options for three or four years, the firm chose Buildout CRM’s Rethink dealmaking platform.

With Buildout CRM’s Rethink, Pierson Commercial moved its listings, pipeline, and accounts receivable into one integrated system. Automated notifications now flag expiring listings, and an integration with Drawloop helps the accounting team generate invoices from data in Rethink after a deal is submitted and approved. Pierson said the platform is doing everything he hoped it would do, and that it has made the firm’s workflow more efficient, scalable, and responsive.

Pierson Commercial

Jason Pierson

President