A CRE Firm Replaced Five Tools with One System and Doubled Its Reach
“We were paying for five different platforms and still couldn't keep up with prospecting. Ryan put everything into one system that handles the research and outreach for us. We're sending 5,000 personalized messages a month now, each person on my team got 20 hours back, and we dropped $15K in subscriptions. The way we work with clients hasn't changed, we just have a lot more capacity to do it.”
SWAN Commercial Advisors built a thriving CRE practice in Miami, but manual prospecting capped their reach. Staff spent 20+ hours a month on data entry. Market intelligence was scattered across five paid platforms costing $15K/year.
We consolidated everything into one AI-powered CRM that automates personalized outreach based on building details, lease terms, and market signals. Added intent-signal detection to spot relocation opportunities before they go public, and built an SEO-optimized site with a square footage calculator.
5,000+ personalized messages go out monthly. Each person saves 20+ hours a month. $15K in subscriptions eliminated. Website traffic up 200%.
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