The CRE industry is now talking about process automation, with forums such as RICS Tech Partner Program discussing the infinite opportunities that arise when property firms automate business operations. Ahead of the curve, Agency Pilot CRM users have been employing process automation for a long time – just one example is the automated system creation of lease event reminders.

Agency Pilot CRM creates lease events for you - have you considered whether your business manages lease events proactively?

Win More Work!

Log your deals, and other agents’ deals in Agency Pilot CRM and create automated reminders to contact associated parties ahead of time – broaden your scope, identify additional opportunities, and ultimately win more work!

Better Portfolio Management!

Property professionals commonly use tables and spreadsheets for portfolio management, but some are beginning to get ahead by visualising their property and transaction data to understand and project property portfolios. With new Power BI integration, Agency Pilot CRM users can now use charts that show rent reviews, break dates, and expiry dates of ongoing leases using colour blocks on a timeline. This a far more effective, visual way to forecast portfolios, show gaps in leases, and communicate lease cashflow to clients.

Click here to find out how Agency Pilot CRM could help your business with better lease management. 

Amy Trueman, 30th May 2023

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