Client Profile
The Reliant Group is a real estate investment firm that focuses on multifamily housing, and commercial real estate, tax exempt finance, tax credits, construction and rehabilitation, and adaptive re-use projects.

Challenge
The firm needed a user-friendly CRM application to track information and report to investors.  It had been using Excel, but the process became onerous as the number and reporting requirements of its investors grew.

Solution
The Reliant Group deployed Dynamo™ Real Estate Edition (formerly PropertyDynamo™), an industry-specific CRM for real estate funds that’s built within Microsoft Outlook.  The familiar interface allowed users to master the application quickly, and leverage its sophisticated tools for managing investor relations.

Results
Dynamo™ has become The Reliant Group’s go-to investor information management and reporting tool. 

The system enables the firm to:

• Build a comprehensive history of relationships with investors and enhance its ability to add value by providing timely, comprehensive, and accurate reporting to investors;
• Support its commitment to providing cutting edge investor reporting  by generating a wide-range of customized investor communications quickly and with little advance notice;
• Reduce time spent sending out more than 500 e-mails each quarter;
• Enhance investor relationships by personalizing this correspondence;
• Stand out in investors’ minds by generating a dashboard that reports detailed information at the investor account and fund-wide level.