The Best CRM for a Business Broker
Business Broker CRM is redefining the entire concept of Brokerage technology, forever changing the way the industry has been working for the past 60 years.
After decades of combined brokering experience, we sat down to discuss the most time consuming and frustrating processes and procedures that all business brokers follow to make a deal and earn a commission. We then took our extensive list of ideas from experience along with speaking to business brokers from all over the planet and implemented those ideas into a comprehensive software package that will make your career as a business broker so much easier and life as a business broker entrepreneur exponentially easier to manage. We are very proud to present you with the premiere platform for Business Brokers.
Comprehensive System
This system is the only fully integrated front end / back end one stop shop for all business brokerage software needs. We provide all of the features that you can possibly need to be super efficient with your business. The system is fully customizable to fit your firms individual needs.
Always Improving
We welcome “out of the box” ideas from our customers to help improve and customize of software and service to your specific needs.
Your success is our success
We are always actively listening to our customers so that we can use your feedback and suggestions to make your experience even better. Our bottom line is “Giving you the tools to put more money in your pocket!”
Changing the way brokers do business
With our ever growing customer base, the growing BBCRM marketplace will continue to expand and with improvements and powerful features constantly added, this is the premier platform for all business brokers internationally.
Latest News
Before you make a decision, do you research. Learn more about BBCRM.
The Hidden Dangers of Over-Reliance on AI Tools in CRMs for Business Brokers: A Balanced Approach with Vertica CRM
AI is revolutionizing industries, and CRM systems are at the forefront of this shift. Business brokers, who handle complex transactions and sensitive negotiations, increasingly turn to AI-powered CRMs to streamline operations, automate tasks, and derive actionable insights from data. However, while AI offers numerous advantages, over-reliance on it can lead to unexpected challenges—and even significant[…]
CRM for Business Brokers: Leveraging Negative Filtering for Efficient Deal Sourcing
As a business broker, your success hinges on your ability to efficiently source and match potential buyers and sellers. A robust CRM system is essential for managing your pipeline, tracking interactions, and ultimately closing deals. One powerful feature that can significantly streamline your workflow is negative filtering. What is Negative Filtering? Negative filtering, also known[…]
Choosing and Implementing a CRM for Your Business Brokerage: The Vertica CRM Advantage
Are you a small brokerage struggling to manage growth while keeping costs low? Or perhaps you’re a mid-sized firm seeking to streamline operations and enhance collaboration? Regardless of your brokerage’s size, Vertica CRM offers a tailored solution to your unique challenges. A well-chosen and effectively implemented CRM can be a game-changer for business brokers. Vertica CRM,[…]
Partnering for Success: Vertica CRM’s Integrated Solutions and Expert Support
Do you struggle to juggle multiple platforms, nurture leads effectively, and build strong client relationships? Vertica CRM understands the unique challenges faced by business brokers. We go beyond just technology, offering a comprehensive solution that empowers you to achieve remarkable results. The cornerstone of our offering is unparalleled customer support, delivered by a dedicated team[…]
Unlocking Business Brokerage Insights: The Power of Vertica CRM Reporting
Struggling to keep track of leads and close deals in today’s competitive business brokerage landscape? You’re not alone. Juggling data from websites, emails, and spreadsheets can be a nightmare, leading to missed opportunities and frustrated clients. Imagine a world where all your business brokerage data is centralized, organized, and readily available at your fingertips. Vertica[…]
Build Trust and Generate Leads: SEO for Business Brokers Who Mean Business
The Business Broker’s Secret Weapon: Attract Buyers & Sellers with SEO Did you know that 75% of people never scroll past the first page of search results? If your website isn’t ranking high, potential clients are struggling to find you and your listings. In the fast-paced world of business brokerage, every lead counts, and missing[…]
Stop Juggling: Harness the Power of Pipeline Tools from Vertica CRM for Maximum Efficiency
As a business broker, you know the constant whirlwind: juggling valuations, marketing listings, and client communication. Keeping track of every moving piece can feel like an impossible feat. But what if there was a way to visualize your entire deal pipeline, automate repetitive tasks, and adapt the process to your unique workflow and methodology? Vertica[…]
Vertica Text: Revolutionize Customer Engagement with Integrated Text Messaging in Your CRM
Gone are the days of struggling to reach clients through overloaded email inboxes. Vertica CRM introduces Vertica Text, a powerful suite of SMS marketing tools seamlessly integrated within your existing CRM platform. This article explores[…]
Why Does A Business Broker Need A website
Maximizing Success: Why Business Brokers Need Websites In the bustling arena of business brokerage, the shimmering glass facade of a well-designed website acts as the beacon that draws in clients like moths to a flame. It’s a digital storefront that presents a montage of successful deals, each positioned not merely as a transaction, but[…]
Elevate Your Brokerage with Vertica Sites: The Customized Website Solution
In the fast-paced world of business brokerage, having a robust Customer Relationship Management (CRM) system like Vertica CRM has proven indispensable. Over the years, as we’ve honed our craft and delivered exceptional CRM platforms tailored to the unique needs of business brokers, a recurring request from our valued clients has emerged: They needed websites that[…]
This is the cutting edge of broker technologies with the knowledge and experience to keep you above the game, with a clear point of difference, and more efficient than your competing brokers. Join other successful brokerage companies and use Business Broker CRM software.
Modules & Features
Learn how this CRM will save you money, save you time and at a price lower then you think.
Features
Integrated Email
Marketing emails are an ideal method for building an ongoing relationship…..
Business Listings Manager
Manage all vital information regarding your business listings from one simple control panel. listing screen Modify information when needed on the fly
Buyer Portfolios & Data Rooms
Your buyers will be able to review multiple listings from a dashboard or personalized portfolio for each buyer……
Broker Specific Dashboards
The individual broker dashboard gives each user a real-time snapshot of their listings, activity, calendar, appointments and tasks, messages, registered and unregistered buyer inquiries. It provides…..
Online Buyer Registrations
Prospective buyers that visit your web site can register and sign your confidentiality agreement directly on your front end web site. front end buyer registrationAll activity is tracked and recorded in the CRM. Track the type of businesses that…..
Buyer Profiles
Track all information about your buyers. How much money do they have? buyer screen What industries are they interested in? What have they seen? Where are they looking? What are they looking at now and their time frame for purchase? .
Online Document Storage, Management, and Media
Store any documents that you may need online from withing the CRM. Easily upload and download any documents or files….
Intranet
When brokers log in to the CRM you can communicate with them in the form of newsletters, new listings, priority memos etc… You can provide your team with a weekly pep talk or any type….
Automated address releases with email notification
When a broker wishes to release the address of a specific business listing to a buyer, the have the option of pressing a button in the CRM and creating a chain of events. The Address release button
Complete online CRM system
As long as you can access the internet, you and your brokers can run your business from anywhere in the world. login screenAll data is stored…..
Workflow
Automating tasks and procedures increase employee productivity and allows you to extend the reach of your organization without hiring and training new employees. Our workflow module, is an intuitive…
Calendar
Have your entire organization centralized on BBCRM’s flexible calendar module increases broker action visibility and productivity. Brokers can easily schedule any type…
Automated Document Creation With Templates
Automatically generate personalized registrations, listing agreements, listing profiles, marketing brochures, seller reports based on already…….
Admin Console
Allow all associate brokers at your firm to collaborate and be on the same page, but gives each broker specific permissions and ownership of their listings and…..
Full Customer Relationship Management
The BBCRM Contact interface is highly optimized because contact relationships are the core of any business. Though there is a great deal of information you can specify for each contact, it is organized so as to not be overwhelming. Each client’s record includes….
Reporting and Analytics
BBCRM’s reporting and analytics capabilities enable you to monitor and react to marketing, sales and service performance, and ultimately make “closed-loop” changes which improve performance. With simple drop-down menus …..
Online Document Storage, Management, and Media
Store any documents that you may need online from withing the CRM. Easily upload and download any documents or files for business use. Documents can be stored with public permissions so all brokers can access them
Detailed listing profiles for your listings
Create complete financial snapshots of your listings include a picture gallery, description, listing number, contact information, profit and loss, seller information. Record all buyers that…..
Automated Emails
Send automated emails to all relevant parties in any transaction on your front end web site…..
Contact Manager
Manage all your buyers, sellers, staff, contacts in a very simple to use contact management system….