• Financial Services
  • Real Assets
  • Intapp DealCloud

How a real estate investment CRM can improve property management

Real estate investors face considerable challenges that are unique to their industry.  

Keeping everyone at the firm connected is difficult because there isn’t a single tool to communicate with clients. This makes finding the best real estate CRM challenging. Many real estate investment software lacks key features such as smart workflow management, deal and relationship management, and team collaboration. These features are crucial for real estate investors to successfully execute deals. 

Real estate investors and operators want a smart and tech-based plan to invest money. Real estate investors and operators desire a smart and technology-driven investment plan. Intapp thinks every investment is special and teams need a flexible CRM made for real estate investments. This CRM will enable them to effectively manage deals and relationships. 

Stay organized and connected.

Real estate companies need to use a good CRM for managing their investments. This tool helps them keep track of deals and relationships with brokers, contractors, and developers. It also helps them manage assets, industries, and strategies in different places. Having a high-quality CRM is crucial for real estate firms. 

Investors can monitor broker relationships in Intapp DealCloud

Intapp DealCloud helps real estate investors manage their data more effectively. It allows you to see the status of deals with partners and the history of those relationships. Intapp DealCloud helps real estate investors easily track data in a practical manner. It allows you to see the status of deals with partners and the history of those relationships.  

Additionally, it helps you understand why you declined certain investment opportunities in the past. This way, you can make better decisions in the future. It also works with Microsoft Outlook, so you don’t need to search emails for important relationship and property details. It works with Microsoft Outlook, so you don’t have to search through emails for this information. 

Leverage data to make informed decisions. 

To compete, investment managers and operators need to know their data as the real estate market changes quickly. Real estate professionals and investors should use technology designed for their business model to convert data into valuable information. 

To stay ahead, real estate investors must monitor all aspects of the market to avoid problems. They can do this by centralizing their firm’s data, vendors, and third-party sources in one place. By doing this, real estate professionals can easily identify trends or gaps in coverage. 

Using Intapp DealCloud platform, you can retrieve a map of any market with pins marking all the deals you reviewed in the past. From there, you can take a deep dive into all asset details. 

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Simplify reporting.

 Intapp DealCloud customizable reporting capabilities allow real estate investors to leverage their data in whatever way best suits their organization. Intapp DealCloud can be tailored for real estate investment teams.  

It has a personalized dashboard that can be accessed on the platform or sent by email. This CRM also brings together data, systems, and people with interactive reporting. Users can personalize their dashboard by customizing charts, graphs, tear sheets, data sheets, and profiles to suit their preferences. 

Intapp DealCloud CRM allows real estate teams to create reports using data from a web or mobile interface. You can send the reports to yourself, a team member, or a group in PDF or Word format. You can also choose how frequently you want to receive the reports.  

Intapp DealCloud has unique features not typically found in other CRMs. These features include data segmentation, tear sheet downloads, and financial and loan report downloads. Intapp DealCloud offers all these important reporting elements for real estate investors. It offers all these important reporting elements for real estate investors. 

The best CFM for real estate investors is Intapp DealCloud.

 Intapp DealCloud real estate investment CRM empowers firms to harness the cumulative intellectual capital of their people and processes. Investments vary, so teams need a flexible tech platform to gather and analyze information for each opportunity. 

This platform will be your central hub for relationship intelligence and deal capture. The Intapp DealCloud CRM for real estate investment is a reliable tool for REITs, fund managers, and operators. It helps investors in real estate to achieve better results. 

Book a demo for Intapp DealCloud, a real estate software, to witness its functionality.