Tag Archive for: CRM

How Firms Can Leverage a CRM To Boost Investor Engagement

How Firms Can Leverage a CRM to Boost Investor Engagement

In today’s largely competitive and heavily crowded commercial…
How Using a CRM Can Help Firms Create a Winning Investor Experience

How Using a CRM Can Help Firms Create a Winning Investor Experience

According to the National Association of Realtors, in the second…
Transformation within CRE

eBook – Signs Your CRE Firm Needs CRE Technology & What to Do Next

Adapting to changes in the market is what keeps firms relevant, valuable, and ahead of the competition. The ability to anticipate, recognize, acknowledge, and adapt to these changes is key to success in the CRE industry …

Checklist: 6 Ways to Boost Productivity at your CRE Firm

The efficiency, effectiveness, and productivity of your firm can have significant impacts on your company’s success. Two of the biggest areas that can boost productivity are time and tooling.
Why Email Marketing is a Must-Have for CRE Firms

Why Email Marketing is a Must-Have for CRE Firms

Commercial real estate is an industry built on relationships.…
Why You Need a Real Estate CRM

Why You Need a Real Estate CRM

Commercial real estate has evolved over the past few years. It’s…
7 Signs Your CRE Firm Needs Customer Relationship Management (CRM) Software

Checklist: 7 Signs Your CRE Firm Needs a CRM

Technology is changing the way that CRE firms engage, communicate, and conduct business with investors, and customer expectations are higher than ever before.
4 Reasons Your CRE Firm Needs to Have One

4 Reasons Your CRE Firm Needs A CRM

Before we get started, it’s important to understand what a…

Kentucky based Poe Companies increased their number of investors and improved investor relations with IMS.

Learn how one IMS client, Poe Companies, uses IMS to grow their company and expand their investor numbers.
How the JOBS Act is Driving CRE Growth

How the JOBS Act is Driving CRE Growth

What is the JOBS Act? The JOBS Act, or the Jumpstart Our Business…
Learn How SPI Advisory Has Used IMS to Grow and Scale Their Firm

SPI Advisory was able to accommodate larger investor numbers and scale their firm by partnering with IMS.

Learn how IMS Client, SPI Advisory, has been able to grow and scale their firm with IMS.
How Does Technology Affect Client Relationships in CRE?

How Does Technology Affect Client Relationships in CRE?

Networking and relationships are an important part of success…