CRM for CRE

Manage and Communicate with Investors at Scale

CRM enables you to efficiently manage relationships with your investors and other stakeholders. The IMS Platform has a CRM tailor-made for commercial real estate businesses that provides a centralized location for all investor information, right at your fingertips. As a single source of truth, sponsors can easily locate contact information, track engagement, surface communication records, and view investment activity.

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Features

  • Locate investor and entity contact information 24/7, on-the-go
  • Unify data from the CRM, Investor Dashboards, and your back office
  • Easily view each investor’s and other contacts’ activities to see how, when, and how often they are interacting with your firm
  • See all investment activity in one place, including asset type preferences, regional preferences, and investment criteria
  • Streamline inviting investors to invest in new offerings with bulk emails
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“IMS really raised the bar for us in terms of communicating with our investors and clients. Not only can investors now see how their investments are performing with ease, but we are able to deliver highly detailed reports and updates in a professional and transparent way that has left our investors impressed and anxious to invest again with us.”

Adam Santos - Vice President - The Premier Companies
Contact Management

With an online, mobile-friendly CRM, Sponsors can easily turn a stack of business cards into prospective investors from any device! Quickly add, update, and manage contacts on-the-go for an all-inclusive contact management and organization system that all team members can access simultaneously.

Bulk Email

Whether you're communicating with dozens or hundreds of investors, bulk email takes the pain out of sending emails! Choose a template or create your own and begin communicating with investors in minutes. Email engagement metrics provides insights into which investors are receiving, opening, and clicking on emails.

Investor Engagement

Access all important information right at your fingertips! Quickly see details on an investor’s investment portfolio with easy-to-digest metrics such as total investments and total distributions. Utilize engagement metrics provided to see your firm's most active investors!

Dynamic Contact Lists

Take the hassle out of updating contact lists or remembering who to copy on an email by utilizing dynamic User Segmentation! Simply select the appropriate filters to create a unique grouping and rest easy knowing the list is updated automatically each night so your lists are always ready to use.

“The value of IMS has come in the standardization of our communication - by using IMS templates for investor statements and CRM to communicate updates & emails to investors, we have already added a coat of polish to our investor relationships.”

Laura Stence - Director of Finance - Generation Development

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