How did your 2018 resolutions shape up? Did you mean to adopt a new CRM this year, revisit your marketing tactics, or rethink your prospecting workflow? Whatever your goals, there’s CRE technology that can help you reach them.

And if you haven’t gotten around to those resolutions yet, it’s not too late! Now is the perfect time to invest in a new CRM and new tools to improve your workflow. Use the momentum and energy of the New Year to set your future self-up for success. Not only will you be able to hit the ground running in 2019, but you even get tax benefits by making the purchase in 2018. Most businesses can claim a deduction for the entire cost of technology and other equipment during the same year they make their purchases.

Let’s take a look at a few of the ways CRE tech can help you fulfill your resolutions in the New Year.

Resolution: I want to be better about prospecting consistently.

Successful brokers know that when you increase the number of calls you make, you add more potential clients to your pipeline. You need to stay top of mind with the people who matter, and that takes consistent outreach.

Maybe you tried to be better about prospecting this year. You organized an Excel spreadsheet, you even blocked time on your calendar every morning. But did that blocked time really motivate you? Did it still take a while to prepare for each call?

What you really need are tools to make the whole process easier. You need automated reminders on who to reach out to and when. You need tools to prioritize your lists for you. There’s tech out there that can do this for you.

Features to look for in CRE tech:

  • Set up reminders for prospecting follow-up, tasks, and events
  • Segment contacts into call lists for targeted outreach
  • See a list of likely buyers to prioritize prospecting for listings

Resolution: I want to get my data together and actually use it!

If you’re worried about losing a phone number or working off the wrong Excel spreadsheet, it’s time to switch to a better system.

Unlike spreadsheets, a CRM can work wonders for your productivity and your peace of mind. It keeps all your data in one place, so you can’t lose it, and it can help you actually put that data to work and give you insights into your business. And since CRMs are largely cloud-based with customizable permission settings, you can share information your team and take your data with you wherever you go.

Features to look for:

  • See your data connected in one place so you can gain insight and see meaningful connections
  • Workflow tools that use your data to drive action
  • Enjoy mobile access where you can work on a smaller screen on the go

Resolution: Better manage your deals from pitch to close.

They say time kills all deals, and in CRE, you know it to be true. If only there were a way to stay on top of the endless paperwork and tasks so that you could feel more confident in putting the pieces together and keeping momentum and control on every transaction…

There are CRE tools out there that can help you better manage your deals by giving you task playbooks and visual workflow tools to help you keep each piece moving forward. And since you’re keeping all transaction details in one place, you can be sure nothing slips through the cracks.

Features to look for in CRE tech:

  • Tools to help you manage tasks and store documents
  • Connection to your other data so information continues through each stage
  • Reports and dashboards to show your progress at a glance

Don’t put it off another year. Invest in a new CRM and new CRE tools now for a better 2019.

This article originally appeared on the Apto website.

About The Sundance Company                                                      
Established in 1976, The Sundance Company has the experience to help you with your commercial real estate needs throughout the Boise Valley. If your requirements include property management, leasing, real estate development, project planning, construction or space planning then look to us. The Sundance Company has more than 1.5 million square feet of office and industrial space available in prime locations in the Boise metropolitan area. More information is available at or 208.322.7300.



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