Effective Tools for Commercial Leasing Agents

Make the best use of your time

As a busy commercial leasing agent, there are many tools available to help you work more efficiently and stay organized. Here are some key categories to consider:

1. Customer Relationship Management (CRM) software:

• Stay on top of leads, contacts, and interactions with tools like AscendixRE CRM, Salesforce, or VTS Market. Create detailed profiles, track communication history, and schedule follow-ups with ease.
• Automate tasks like email campaigns and lead scoring to streamline your workflow.
• Gain insights into your activity and performance with reporting and analytics features.

2. Property Listing & Marketing Tools:

• Create compelling property listings and virtual tours with platforms like LoopNet, CoStar, or 42Floors.
• Schedule automated social media posts and email blasts to promote your listings.
• Track online engagement and measure the effectiveness of your marketing efforts.

3. Document Management & Collaboration Tools:

• Store and manage lease agreements, proposals, and other documents securely in the cloud with solutions like Google Drive, Dropbox, or Box.
• Share documents with clients and colleagues easily and maintain version control.
• Track the status of contracts and approvals with workflow management features.

4. Calendar & Scheduling Tools:

• Organize your appointments, meetings, and deadlines effectively with tools like Google Calendar, Calendly, or Doodle.
• Integrate your calendar with your CRM to avoid scheduling conflicts.
• Share your calendar with clients and colleagues to allow them to book appointments directly.

5. Communication & Productivity Tools:

• Stay connected with your team and clients on the go with messaging platforms like Slack, Zoom, or Microsoft Teams.
• Utilize project management tools like Asana or Trello to manage tasks and collaborate on projects efficiently.
• Take advantage of productivity apps like Evernote or Google Keep to capture notes and manage your to-do list.

Bonus:

• Mobile Apps: Look for tools that offer mobile apps for on-the-go access to your data and features.
• Data Analytics: Leverage tools that provide insights into market trends, tenant preferences, and your own performance data.
• Integrations: Choose tools that integrate with each other to create a seamless workflow.

Pro-Tip:

• iPad/Tablet: Choose a tablet that allows you to run your favorite presentation software for guided tours. Follow this up by emailing the brochure to remain at the top-of-mind of your customers.

Remember, the best tools are the ones that fit your specific needs and workstyle. It’s important to test different options and find what works best for you to achieve maximum efficiency in your busy schedule.