Pipedrive for Commercial Real Estate

KDelk
KDelk Member Posts: 3 VERIFIED MEMBER
Name Dropper First Comment
edited January 6 in Sales CRM #1

Looking for any tips/tricks from those using Pipedrive for their business development initiatives who work in commercial real estate (office/industrial).

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,344 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #2

    @Nic Chambers_61244 you created a really interesting video revealing how you set up your Pipedrive account for real estate, can you share more about your experience since then?

  • Nic Chambers_61244
    Nic Chambers_61244 Member Posts: 2 VERIFIED MEMBER
    Third Anniversary Combo Breaker First Comment Name Dropper
    #3

    Hey @Manuel Oliveira & @KDelk! Happy to share. Any questions or curiosities in particular?

  • ImRizwanKhan
    ImRizwanKhan Member Posts: 3 NEW MEMBER
    Name Dropper First Comment Photogenic
    #4

    Hi @KDelk ! Pipedrive can be a fantastic tool for commercial real estate, especially in office and industrial sectors. One tip is to create custom fields for key property details like type, square footage, or lease terms to keep everything organized. Setting up tailored deal stages, such as 'Prospecting,' 'Negotiation,' and 'Contract Signed,' can help you track progress easily. Make sure to sync your emails to keep communications centralized and automate follow-ups. Also, take advantage of the reporting tools to monitor important metrics like deal value, conversion rates, and time to close. Don’t forget to set activity reminders for follow-ups and property tours to stay on top of every lead.

  • KDelk
    KDelk Member Posts: 3 VERIFIED MEMBER
    Name Dropper First Comment
    #5

    @Nic Chambers_61244 would love to know how you use it for tracking the various contacts for each of your prospects. For us, each "Deal" is a company that is a prospect. Once you click it looks like you can only have one "Person" and their details listed on the left hand column. All other contacts have to be at the very bottom as Participants. Is there a way to have more "People" so I don't have to click on a Participant to see all their contact information/title?

  • Nic Chambers_61244
    Nic Chambers_61244 Member Posts: 2 VERIFIED MEMBER
    Third Anniversary Combo Breaker First Comment Name Dropper
    #6

    Hey @KDelk The only way to add multiple people to a deal is in the participants section, like you mentioned. I'd love to see a better way of viewing multiple contacts and how they're connected (with residential RE: husband-wife-dad-partner, etc).

    For managing deals, I have a stage in my buyer and seller pipeline labeled prospect. Each deal is labeled with the contact(s) name. I usually have one or two 2 contacts, sometimes more for probate-like sales. Within each deal, I have a list of contacts in the participant section.

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