Problem
A commercial real-estate brokerage took in tenant requirements through a web form, then cross-referenced them by hand against listing portals and personal networks before presenting a shortlist. Deal data lived in a spreadsheet and on individual laptops — no shared system, and no view into where applicants dropped off.
Approach
Lead with the highest-pain workflow instead of the whole pipeline. Digitize intake first, then replace the spreadsheet with a CRM, then build a matchmaking index that scores tenant requirements against a property dataset and auto-ranks the best fits for the sales team.
Stack
Monday.com for the CRM and the structured intake form; a scoring layer that ranks on space type, square footage, outdoor space, years in business, headcount, and buildout needs.
What shipped
Client intake is digitized and flowing into a shared workspace. The CRM — with drop-off tracking — and the matchmaking scoring engine are in active build.
What’s next
A map-based view layering foot traffic, demographics, and anchor employers over candidate sites, deferred behind the CRM and matchmaking work.