Commercial real estate brokers constantly have large amounts of data entry and prospecting. It’s difficult and very time consuming to keep track of where you left off with a prospect and schedule follow-ups.

How often does this happen to you? Switching through multiples screens, moving between multiple sales platforms or CRMs, copying and pasting emails, keeping track of when you last spoke or met the client, scheduling insane amount of tasks and follow-ups. This list can go on, but overall It can be tough staying on top of your leads.

The ultimate problem that many commercial real estate brokers face when trying to juggle all of these prospects is keeping track of when to follow up. Also, logging each follow up activity into various CRM systems and spreadsheets. Isn’t it time you stopped spending so much time moving between multiple screens to follow up?

With Digsy AI, you can easily move a prospect to a new stage in the sales process, log each of your activities within the system, and set follow-ups with prospects – all in one central place. Once the follow-up is set, you’ll receive a reminder email the morning your follow-up is due, and you can follow-up with just a few clicks. No more sifting through multiple spreadsheets, CRMs, or emails.

The application also includes a page specifically made to help commercial real estate brokers to follow-up efficiently. You’ll see a list of all the prospects you need to get in touch with, a place where you can manage your future follows-ups, reschedule them, or even burn through the list by calling or emailing the prospects.

In this video, Andrew Bermudez, CEO and Co-Founder of Digsy AI, shows the simplicity of how to schedule follow-ups within Digsy AI.

Check out the full video here.

schedule follow-ups


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