Salesforce & HubSpot Experts for CRE Professionals
Vantage Point helps commercial real estate firms manage deal flow, investor relationships, and property portfolios with Salesforce or HubSpot — configured for your investment strategy.
Challenges Facing CRE Firms
Scattered Deal Data
Acquisition opportunities, tenant leads, and property data spread across emails, spreadsheets, and broker networks.
Investor Communication Gaps
Managing investor relations across multiple funds and properties without centralized tracking.
Property Performance Blind Spots
Limited visibility into portfolio performance, lease expirations, and value-add opportunities.
Manual Reporting Burden
Investor reports, property financials, and pipeline updates created manually from disparate sources.
Our Approach to Commercial Real Estate CRM
We help CRE firms implement CRM that supports the full investment lifecycle — from deal sourcing through disposition — while managing investor relations and property operations.
Salesforce CRM
Best for: Institutional investors, REITs, development firms
Deal pipeline with property-specific tracking
Investor relationship and capital management
Tenant relationship and lease tracking
Integration with property management and accounting systems
HubSpot CRM
Best for: Brokerage firms, smaller investors, marketing-focused teams
Deal sourcing and pipeline management
Marketing automation for investor outreach
Broker and tenant relationship tracking
Cost-effective for smaller operations
Key Capabilities
Acquisition Pipeline Management
Track opportunities from sourcing through close with custom stages, underwriting data, and investment committee workflows.
Investor Relations & Capital
Manage investor commitments, capital calls, distributions, and communications across funds and properties.
Tenant & Lease Management
Track tenant relationships, lease expirations, renewal negotiations, and occupancy across your portfolio.
Portfolio Performance Dashboards
Monitor property NOI, occupancy rates, cap rates, and value creation initiatives in real-time.
Expected Outcomes
Commercial real estate firms that implement CRM with Vantage Point typically achieve:
360°
Portfolio View Complete property visibility
40%
Faster Closes On acquisition deals
10-16
Week Implementation For Salesforce CRM
6-10
Week Implementation For HubSpot CRM
Who We Serve
We work with commercial real estate professionals:
Private Equity Real Estate
REITs
Development Firms
Property Managers
CRE Brokerages
Frequently Asked Questions
Common questions about CRM solutions for wealth management firms
Can Salesforce handle commercial real estate deal tracking?
Yes. Salesforce excels at CRE deal tracking with custom objects for properties, acquisitions, and dispositions. You can track underwriting metrics, comparable sales, due diligence checklists, and investment committee approvals. Many CRE firms integrate Salesforce with Argus, CoStar, and accounting systems for comprehensive deal management.
Is HubSpot suitable for CRE investor relations?
HubSpot works well for CRE firms focused on investor marketing and fundraising — tracking LP prospects, automating outreach, and managing the capital raise pipeline. However, it lacks native capabilities for complex fund structures, capital call tracking, and property-level reporting. Larger funds typically outgrow HubSpot for IR and move to Salesforce.
How does CRM integrate with property management systems?
CRM integrates with property management (Yardi, MRI, RealPage) and accounting systems via APIs to sync tenant data, lease information, and financial performance. This enables tenant relationship management in CRM while property operations stay in dedicated software. Salesforce has more established integrations; HubSpot requires custom development.
What's the typical CRM budget for a CRE firm?
For a mid-size CRE firm (10-30 users), expect: HubSpot: $1,000-3,000/month for sales and marketing features. Salesforce: $4,000-15,000/month depending on complexity. Implementation costs range from $40,000-$150,000. ROI typically comes from faster deal execution, improved investor relationships, and better portfolio visibility.
How do CRE firms track lease expirations in CRM?
CRM tracks lease expirations through custom objects linked to properties and tenants. Automated workflows trigger renewal outreach sequences starting 12-18 months before expiration. Dashboards show upcoming expirations by property, market, and time period. Both Salesforce and HubSpot can handle this, with Salesforce offering more sophisticated reporting.
Ready to Transform Your Real Estate Operations?
Schedule a consultation to discuss your firm's CRM needs. We'll help you choose the right platform and implementation approach for deal tracking, investor relations, and portfolio management.
Ready to grow your company to the next level?
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