

This is our interactions table, where we can keep a record of various types of individual interactions. Bases are fully customizable, living tools that allow you to store everything you need in your workflow but see only the information you want, when you want, in the way you want-it's the ideal transaction management tool, and the antidote to static, single-path CRE management solutions. While typical transaction management systems may help consolidate some of this information in one place, they also tend to dictate specific workflows that chafe against the inherent dynamism of each customer and circumstance.Īirtable offers the power to centralize your entire CRE management workflow into a single source of truth-CRM included!-while giving you the flexibility to work in ways as unique as your business and clientele. This places a premium on having the most up-to-date information available-and easily accessible-for you and your team. Closing deals means nonstop client interaction while simultaneously navigating the myriad steps and variables of your deal checklist. CRE has a lot of moving parts, but keeping track of them doesn't have to be stressful-add a CRM to your CRE management workflow and keep everything in one place with Airtable.Ĭommercial real estate management is the consummate juggling act.
