I have used just about every commercial real estate CRM and this one is hands down the most comprehensive. While taking CI 102, RealNex was introduced to me. Once I saw the demo I was astounded that something this good existed. It has been seven years and haven't looked back. Matt Smith has played a tremendous role in my adoption of the program and together we helped a national firm of over 2500 brokers adopt the platform. I have never received such responsive customer service and training from a CRM company. Everything is connected and populated through my email client and contacts, I utilize the app when I am in the field, and able to document communication with prospects easily. RealNex is agile and constantly optimizing and developing new features. Support is easy to request and I can suggest features in real time. Work flows are automated through the timelines feature and I can easily modify as needed, creating a marketing plan and communicating it clearly to my clients and team. All tasks are loaded into my calendar and I can schedule them or choose "timeless" to drag and drop each into my day to stay on task. I love the new feature that allows me to see who I haven't contacted within a certain time frame. Client reporting is easy through the reports feature so my clients are always in the loop. I can easily modify my dashboard to show only what I need to see at a glance. I can edit entries with one click. I can see my pipeline and know what to expect for income within any timeframe. I can see trends in property and company types, workflow efficiency, and probability data to manage my business more effectively. I can customize most fields, creating as detailed data or as simplified as I like. The projects feature connects contacts, companies, properties, and spaces in one place where I can push to prepare presentations, document sharing, comps, and accounting. Everything can be imported from Excel and exported to pdf or Excel easily. I can make calls, send texts, and emails with one click and a history box pops up to take notes and create a follow up task or event. I don't know why any CRE broker, investor, or syndicator would use anything else. Thank you for creating such an amazing system!!! Review collected by and hosted on G2.com.

I wish there was a check box when creating a new company to add the primary contact so I don't have to go back and add the contact after saving because sometimes I forget. It would be nice if clients could upload their financials to the deal room for security purposes. Review collected by and hosted on G2.com.