Case Study: TREK Investment Group boosts productivity and repeat business with Buildout CRM

TREK boosts productivity and grows repeat business with Buildout

TREK Investment Group, a commercial real estate investment brokerage firm specializing in leased investments and shopping center sales, needed a better way to manage its back-office operations. Before upgrading, the team had communication, transaction details, and contact/property data scattered across multiple tools and spreadsheets, making it difficult to stay organized and work efficiently.

Buildout CRM provided TREK with its full suite of tools, including Marketing, Premium Marketing, Lite CRM, and Back Office, creating a single centralized database for the entire deal cycle. With Buildout CRM, TREK improved productivity, reduced frustration and time spent searching for information, and enhanced the client experience through features like client reporting and pipeline visibility; the company also gained a repeat client after impressing them with transparent reporting.

TREK Investment Group

Brittany Newton

Project Coordinator