COMMERCIAL REAL ESTATE CRM

Organize, streamline, and grow your CRE business

Agora’s commercial real estate CRM redefines investor relationship management by simplifying access to critical investor information, improving communication, and minimizing back-office tasks. Integrated into a powerful suite of tools, it helps you build trust, strengthen relationships, and accelerate your firm’s growth.

Banner Image

Trusted by 600+
customers worldwide

What is a commercial real estate CRM and 5 reasons you should use it

Enhance data management

Easily manage investor relationships with a centralized platform to view contact details,  communication history, and more in one place.

Improve communication

Keep investors informed and engaged with automated updates, personalized emails, and timely reminders. With Agora’s investor portal, your investors gain full transparency and access to their entire portfolio, fostering trust and confidence every step of the way.

Increase efficiency

Save time on tasks like reporting and data entry, allowing you to focus on higher-value priorities.

Better compliance

Easily meet regulatory requirements with automated records and copies of all interactions..

Why you should choose Agora as your CRE CRM

Manage the entire investor lifecycle
Manage the entire investor lifecycle

Simplify investor management at every stage, from onboarding new leads to supporting active investors, all through one unified platform.  Save time on tasks like fundraising, payments, reporting, and distributions.

Manage the entire investor lifecycle
Instant access to investor data
Instant access to investor data

Manage every aspect of your investor relationships, from commitment amounts to distributions and communications, within a single system. Easily customize the CRM to your needs with flexible fields and personalized views.

Instant access to investor data
Streamlined communication with investor
Streamlined communication with investor

Simplify your investor communications. Keep a record of all interactions and let the system handle notices and signatures automatically.

Streamlined communication with investor
Intuitive Investor Portal
Intuitive Investor Portal

Agora’s platform includes a powerful Investor Portal, which allows investors to monitor their portfolio, access documents, subscribe to offerings, and view updates whenever and wherever they want.

Intuitive Investor Portal
Detailed investor reporting
Detailed investor reporting

Generate investor updates in minutes with Agora’s CRM. Automated report creation enables you to provide timely, professional, and accurate updates to your investors.

Detailed investor reporting
Robust document management system
Robust document management system

Make document management hassle-free. Easily store, organize, and access your investment files with our system, providing you and your investors with the tools to find the right information at the right time.

Robust document management system

See Agora’s commercial real estate CRM in action

Advantages of using a CRE CRM to enhance investor communications

Effective communication builds trust and supports your firm’s growth. Agora’s commercial real estate CRM enhances this by providing:

Icon
Automated updates

Ensure investors are always up to date. Automatically send communications and reports on schedule, saving you time and effort while keeping your investors informed.

Icon
Personalized messaging

Monitor and evaluate investor status to offer timely assistance as needed.

Icon
Transparency

Strengthen investor relationships with timely, accurate updates that inspire confidence.

Icon
The result

Agora’s commercial real estate CRM helps you consolidate investor information to improve communication and engagement. With better tools to connect and personalize your outreach, you can build stronger relationships and keep investors engaged on future projects.

Icon

Key features to look for when choosing a CRE CRM

Icon
Comprehensive CRM

Look for a solution custom-made for commercial real estate investments. The best option supports the entire investor lifecycle, from lead generation to active investor management, including fundraising, distributions, payments, and reporting.

Icon
Automation for efficiency

Choose a commercial real estate CRM that streamlines workflows by automating communications. Prioritize tools that simplify processes with user-friendly forms, automated report creation, and one-click actions.

Icon
Secure document management

Look for centralized storage to organize and access documents easily. Features like smart document matching and automated delivery of investor forms reduce manual effort. Protect investors’ data with built-in security measures like encryption and SOC 2 compliance.

Icon
Scalable solution

Select a platform that effectively scales as you add investors and projects to your portfolio without impacting performance.

Icon
The result

Agora’s commercial real estate CRM makes managing investor relations effortless. It simplifies the entire process, keeps communication seamless, and eliminates the need for tedious back-office work.

Icon

Leading the market in customer satisfaction

See all reviews
g2 logo4.8

based on 166 reviews

icon
icon
icon
icon
icon
icon
icon
icon
icon
icon
icon
icon
icon
icon
icon
icon
FAQs

Frequently asked questions

Have more questions?
Write to us at info@agorareal.com

What is a commercial real estate CRM?

Commercial real estate CRM software helps firms manage investor relationships. A winning platform helps you:

  • Centralizes da
  • Streamline communications.
  • Analyzes trends.
  • Supports lead management.

These features help firms enhance investor relationships. Read how Tiwnpeaks cut communication up to 75% with Agora’s commercial real estate CRM.

How do you choose the right commercial real estate CRM?

To find the right commercial real estate CRM, focus on:

  • Adaptable solutions and customization options to fit your workflow.
  • Integrations that support your existing tools.
  • Ease of use to enhance onboarding and adoption.
  • Security to protect both your investor and your data.
  • Support to help you get the most from the system.

The ideal solution is part of a comprehensive set of investor management capabilities to support your firm’s overall needs.

What are the important security features of a commercial real estate CRM?

To protect sensitive data, help safeguard investor information, and maintain trust, look for features like:

  • Advanced encryption.
  • Two-factor authentication.
  • Secure cloud infrastructure.

Besides offering strong security features, a commercial real estate CRM should also strengthen your firm’s data protection. Read how Agora helped YDLP improve security by completely removing the need to communicate sensitive information or passwords via email.

Can a CRE CRM be customized to fit different business sizes or types?

Yes, a commercial real estate CRM like Agora can be customized to suit businesses of all sizes and varying needs. This gives you the flexibility to support your specific goals, whether you’re a small team managing a handful of investors or a larger operation handling complex portfolios.
Key features to look for in a customizable commercial real estate CRM:

  • Custom data fields to track specific attributes, like lead sources or investment preferences.
  • Dashboard views that allow multiple perspectives for different roles or tasks.
  • Reporting tools that generate insights tailored to your business’s unique KPIs.

 

A customizable CRM adapts to your specific business needs, making it easier to manage investor relationships effectively.

Why does every GP need a commercial real estate CRM?

Every GP needs real estate investment CRM to support their operations by:

  • Increasing efficiency in day-to-day tasks, reducing time spent on manual processes.
  • Improving collaboration and communication across teams with centralized, real-time data sharing.
  • Enabling smarter lead management through comprehensive analytics that identify and prioritize high-potential opportunities.
  • Simplifying marketing strategies by automating campaigns and tracking performance metrics.

Discover how firms like Box Equities leverage Agora’s CRM to improve collaboration and streamline investor communications.

Why is a CRE CRM crucial for managing your investor relations strategy?

A commercial real estate CRM is critical for investor relationships because it:

  • Centralizes data, providing a single source of truth for all investor and portfolio information, from lead generation to portfolio management.
  • Automates communication, ensuring timely updates, reducing manual effort, and building trust with investors.
  • Enhances efficiency by streamlining processes like reporting, tracking, and compliance management, supporting long-term business growth.

From lead generation to portfolio management, Agora’s CRM simplifies traditionally complex processes with a seamless, data-driven approach that fosters trust. Discover how Helu Capital leveraged Agora to triple its equity raise.

What are the costs of a commercial real estate CRM?

Commercial real estate CRM costs depend on your company’s needs and the platform’s features. Agora’s commercial real estate CRM is included in a comprehensive Real Estate Investment Management Platform with various options depending on your specific needs:

  • Essential plan: Starting at $749/month, this plan includes core features like Investor Portal, commercial real estate CRM, fundraising tools, Smart Questionnaire, and Report Builder.
  • Professional plan: This plan builds on the Essential Plan with advanced features such as an institutional-grade data room, enhanced reporting capabilities, and an expanded template library.
  • Enterprise plan: Includes everything in the essential and professional plans plus provides custom integrations, data warehouse exports, and white-glove onboarding services.

Learn more about Agora’s flexible pricing options to find the right solution for your company

Ready to see
Agora in action?

See pricing