7 Best Workflow Automation Tools For Commercial Realtors

Introduction

Commercial realtors face a unique set of challenges, balancing property management, client relations, and extensive paperwork. In an industry where time is of the essence, workflow automation tools are not just a convenience; they are a necessity for staying competitive. These tools optimize daily operations, enabling realtors to focus more on closing deals and less on administrative tasks. Here are seven of the best tools that can revolutionize the workflow of commercial realtors.

1. Bizway

• What is it? An all-encompassing platform equipped with AI that delivers a full suite of management tools for commercial real estate professionals seeking to automate workflows.
• Key Features: AI Assistants, automated tasks, project tracking, KPI dashboards, and insightful data analytics.
• Pros: Tailored AI features enhance user operations, a wide-ranging toolkit for business management, and an easy-to-use interface.
• Cons: AI functionalities might present a learning curve for new users, possibly geared toward smaller scale businesses.
• Pricing: Starter package begins at $49/mo, with higher tiers Scale at $99/mo and Portfolio at $199/mo.
• Best For: Commercial realtors seeking AI-driven automation for client relationship management, property tracking, and analytics.

2. Trello

• What is it? A visual task management app that allows realtors to organize property listings, client meetings, and marketing strategies using boards and cards.
• Key Features: Customizable boards, lists, and cards, automation with Butler, calendar view, and integration with CRM tools.
• Pros: User-friendly, provides a visual overview of tasks and projects, facilitates organization and prioritization.
• Cons: Limited functionality without add-ons, not specifically designed for real estate needs.
• Pricing: Free for basic use; Business Class starts at $9.99 per user/month.
• Best For: Commercial realtors who want a flexible and easy-to-use system to track and manage day-to-day tasks.

3. HubSpot

• What is it? A marketing, sales, and service software that helps realtors manage client interactions, automate outreach, and streamline operations.
• Key Features: CRM platform, lead capture and management, email marketing, sales automation, and customer service tools.
• Pros: Comprehensive CRM capabilities, scalable solutions, and strong automation features.
• Cons: Can become expensive as requirements grow, has a learning curve for full use of all features.
• Pricing: CRM is free to use; additional features available in paid plans starting at $45/month.
• Best For: Realtors who need an all-in-one CRM system that can handle customer management and marketing automation.

4. Zoho CRM

• What is it? A CRM platform designed to attract, retain, and satisfy customers, which is ideal for realtors managing property portfolios and client relationships.
• Key Features: Sales automation, pipeline management, task automation, multichannel communication, and analytics.
• Pros: Customizable to real estate workflows, integrations with property and business apps, robust reporting.
• Cons: May require additional Zoho products for a full solution, the interface and functionality can have a steep learning curve.
• Pricing: Free for up to 3 users; standard plans starting at $20 per user/month.
• Best For: Commercial realtors needing a powerful CRM tool with capabilities for sales tracking and communication management.

5. Asana

• What is it? A project and task management software catered to collaborative team environments, which can be customized for property management tasks and client projects.
• Key Features: Project timelines, task assignments, workload management, and automation features.
• Pros: Highly versatile for diverse business operations, supports team collaboration, and has a rich set of integrations.
• Cons: Premium offerings are necessary for advanced features, may be more complex than other tools.
• Pricing: Free basic plan; premium pricing starts at $10.99 per user/month.
• Best For: Realtors managing larger teams or complex property projects who require detailed organizational capabilities.

6. Airtable

• What is it? A cloud-based project management tool that combines the simplicity of a spreadsheet with the complexity of a database, useful for organizing property listings and client databases.
• Key Features: Grid view, calendar view, form creation, and linking between tables to create relational databases.
• Pros: Customizable for various real estate workflows, good visualization of data, allows for comprehensive information tracking.
• Cons: Higher-priced plans required for more advanced features, not real estate-specific.
• Pricing: Free plan available; Plus plan starts at $10 per user/month.
• Best For: Real estate managers who require an adaptive tool to catalog properties, clients, and transaction data.

7. Canva

• What is it? A graphic design platform that simplifies creating marketing materials, ideal for realtors looking to design eye-catching property listings and promotional content.
• Key Features: User-friendly design templates, drag-and-drop interface, a comprehensive library of graphics, and publishing tools.
• Pros: Requires no design skills, easy to create professional-looking content, collaborative options available.
• Cons: Free version has limited features, highest quality templates require a subscription.
• Pricing: Free basic version; Pro version starts at $12.95 per user/month.
• Best For: Commercial realtors seeking to create marketing content quickly and without needing extensive design expertise.