Rethink CRM by Buildout is built specifically for commercial real estate professionals. Whether you're tracking deals, building relationships, or trying to stay organized across your book of business, Rethink is designed to help you streamline your workflows and focus more time on high-value tasks.
Many brokers are already using Rethink to manage contacts and pipelines but several powerful features often go underused. This article highlights three tools in Rethink that can make a big difference in your day-to-day workflow and help you get even more value from your CRM.
1. Action Plans: Standardize Your Processes and Save Time
What it is:
Action Plans in Rethink let you create templated checklists or playbooks for repeatable processes—like onboarding a new listing, prospecting, or running a deal from start to close.
Why it’s helpful:
They help ensure that nothing falls through the cracks. By pre-mapping your steps and assigning them to the right people, you reduce manual oversight and save time.
What you can do with Action Plans:
Create repeatable checklists for listings, proposals, and deals.
Auto-assign tasks to team members (e.g., marketing, admin, junior brokers).
Set due dates, status triggers, and reminders.
Example in action:
A brokerage created a “New Listing” action plan that:
Automatically assigns comps research to a junior broker.
Notifies marketing to begin creating the proposal.
Alerts the principal when it’s time to review materials.
This ensures no steps are missed and keeps everyone aligned.
Where to find it:
To create your Action Plans, open the App Launcher and select Action Plan Templates. To start/launch an Action Plan, go to the Action Plans tab inside any deal or property. But don’t forget, Action Plans can be launched from almost any record (not just deals or properties). For example, you might have an "Existing Client - Touch Base Monthly" Action Plan that you can launch from a contact record.
2. Prospecting Lists: Smarter Targeting for Outreach
What it is:
Prospecting Lists allow you to segment and organize your contacts in a way that reflects your real-world pipeline—by asset type, location, investor profile, seller likelihood, and more.
Why it’s helpful:
Instead of working from a long, generic list of contacts, you can focus your efforts on the most relevant prospects for each campaign or deal type. This creates more effective outreach and follow-up.
What you can do with Prospecting Lists:
Group prospects by geography, asset class, or activity.
Tailor your email or call strategy for each list.
Schedule follow-ups or trigger marketing actions based on list membership.
Example in action:
A broker managing industrial properties built a list for “Owners likely to sell in the next 12 months,” allowing them to:
Automate quarterly emails.
Log outbound calls in the activity console.
Track engagement across touchpoints.
Pro tip: If you’re using Rethink+ with the data built in, you can layer in AI signals like “likely to sell” or ownership data to populate smart lists with the latest intel!
Where to find it:
From almost any tab, select the desired records and use the "Add to List" button to start building your lists. To begin your outreach, launch your list from the "Lists" widget in the lower-left corner.
3. Offers & Site Selections: One Place for Every Client Decision
What it is:
The Offers and Site Selections modules lets you log, track, and compare all offers and client-preferred sites directly within the deal record—streamlining the negotiation and decision-making process.
Why it’s helpful:
Instead of managing back-and-forth updates in spreadsheets or emails, everything is stored and visible in one place. That means fewer errors, faster decisions, and better client communication.
What you can do with Offers & Site Selections:
Compare multiple offers or shortlisted sites side-by-side.
Track negotiation history and counteroffers.
Automatically include this activity in client-facing reports.
Example in action:
On a tenant rep project, a broker used Site Selections to:
Score properties by size, TI, location, and rent.
Log feedback from the client in real-time.
Share updated rankings and next steps without needing a spreadsheet.
For investment sales, brokers log all incoming LOIs and use the module as a digital offer board—making it easy to present updates to the seller.
Where to find it:
Within each deal record, go to the “Offers” or “Site Selections” related list to begin tracking.
Why These Features Matter
You’ve already made an investment in Rethink to help your brokerage work smarter. These features are designed to support that goal by reducing busywork, enabling collaboration, and helping brokers stay focused on revenue-driving activities.
By using tools like Action Plans, Prospecting Lists, and Offers & Site Selections, your team can:
Save time on repetitive tasks.
Maintain organized, transparent workflows.
Deliver better service to clients and stakeholders.
We’re here to support you! If you’d like help setting up Action Plans, building custom prospecting lists, or exploring the Offers module, please reach out to your account manager or visit our training library for step-by-step guides.