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Commercial property brokers · CRM

Hold every requirement, vacancy and lease date in one place the team can read.

A CRM for a commercial broker is the shared record of requirements, vacancies, owners, tours and lease end dates, replacing chats and personal phones. GullySales works on setting up the fields, stages and reminders to fit how a brokerage actually runs.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of property management companies at work in the United States

What CRM means

A CRM is the record where every enquiry, call and quote is kept against a customer, replacing separate notebooks, spreadsheets and memory. GullySales sets up or cleans an existing CRM and reports from it by enquiry outcome rather than by activity logged.

Also for commercial property brokers

Sales and marketing for commercial property brokers, the overview.

Last updated 18 Oct 2026.

For commercial property brokers

Where it usually goes wrong, and what we would do.

  • “Two pipelines, not one”

    A requirement moves from brief to shortlist to tour to negotiation. A vacancy moves from mandate to listing to viewings to signing. One list for both hides the work behind each, so keep them apart and link them.

  • “The contact is the stock”

    A broker's real asset is the list of owners and occupiers with their history. When a person leaves with their phone, that list goes too. The CRM keeps it with the firm.

  • “Lease dates drive repeat work”

    A renewal or relocation comes round when the lease nears its end. A date that sits only in one person's memory is missed, and another broker makes the call.

  • “Too many fields stop the entry”

    A form with thirty boxes goes unfilled. The record should hold what is needed to match, follow up and report, and nothing more at first.

What we do

What we deliver for commercial property brokers.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. Requirement and vacancy records

    Separate record types with the fields needed to match one to the other: area, location, budget, move date, availability.

    Result: A new requirement can be set beside current stock.

  2. Stage definitions your team agrees

    Named stages for both pipelines, with a plain rule for moving a record forward.

    Result: Everyone reads a stage the same way.

  3. A lease-end calendar

    Each placed tenant's lease end date, with a reminder set ahead of it.

    Result: Renewals and relocations are called before the lease runs out.

  4. Source and outcome fields

    Where each requirement came from and how it ended: leased, lost, withdrawn.

    Result: Reports compare sources by leases, not by enquiries.

  5. Import of existing contacts

    Contacts from phones and sheets cleaned, de-duplicated and loaded with a note on their history.

    Result: Your existing network is in the system from the start.

How the result is measured

  • Enquiries logged in the CRM
  • Data completeness
  • Reports generated from CRM data

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full CRM implementation and customisation page

Who it is for

This is written for these commercial property brokers.

  • Office space brokers in IT parks and central business districts
  • Retail and high-street shop brokers for brands and franchise owners
  • Warehouse and industrial shed brokers near logistics corridors
  • Coworking and managed office space brokers
  • Tenant representation firms acting only for the occupier
  • Brokers for pre-leased shop and office investment sales
  • Showroom brokers for car, furniture and electronics dealers
  • Boutique brokers working a single micro-market

How it works

How the CRM work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Map the sales process

    We record how a deal actually moves from enquiry to close in your business today.

  2. 2

    Configure stages and fields

    The CRM's pipeline and fields are built to match that process exactly, not a generic template.

  3. 3

    Set up automations

    Reminders, assignment rules and follow-up triggers are configured so routine steps happen without manual effort.

  4. 4

    Test with real deals

    We run the configuration against actual current deals to catch gaps before the whole team relies on it.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales management. A target, a review routine and someone who owns the number.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3 · you are here

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Which CRM suits a small brokerage?
One your team will open daily. Common choices in India include Zoho CRM and HubSpot, and a well-built sheet serves a very small team. Choose by how easily your people enter a tour note.
Can the CRM store owner documents?
It can hold links to documents. Keep identity and ownership papers in a controlled folder and share only with consent. Advertising rules differ by profession and state, so check your own council or adviser before publishing.
How do I get the team to use it?
Make it the only place a shortlist can be requested from. If the sheet or chat is still the source of stock, people will keep using it.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for commercial property brokers

Everything else we would do for you.

Closest to this: leads and follow-up

Also for commercial property brokers

Or start from the overview: sales and marketing for commercial property brokers.

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