Case Study: Goodman Real Estate
Client Profile
Part of the Pinnacle Family of Companies, the largest multifamily management company in the United States, Goodman Real Estate, Inc. (GRE) is a leading privately held real estate investment company specializing in multifamily and commercial real estate.
Business Need
For years, GRE used Microsoft Excel and Outlook to track its properties and business contacts. However, the shift to a fund management model prompted the need for a full-fledged CRM system to manage its acquisition and fundraising pipelines.
Solution
Not wanting to spend time and money customizing a generic CRM application, GRE deployed Dynamo, a Web-based front-office solution that provided the necessary functionality for real estate investment firms out of the box. Thanks to the SaaS deployment model, the firm was up and running quickly.
Results
Today, Dynamo is a vital part of GRE’s acquisitions and fundraising process. The application has enabled the firm to:
- Establish a central database of properties and investors that is easily accessible to all users
- Save time and eliminate re-keying by distinguishing properties from property opportunities
- Generate its property pipeline and other reports with the push of a button
- Create context around properties by linking third parties, notes, and correspondence
- Streamline data analysis and reporting projects from several days to a matter of minutes
- Track and analyze fundraising outcomes to better target investors for future opportunities
Additional Case Studies:
See how Dynamo helps real estate investment managers to streamline investor relations and reporting:
