Vertica CRM
- SAVE TIME
- CLOSE MORE DEALS
- MAKE MORE MONEY
BBCRM for M&A Advisors and Business Brokers- the software that simplifies the process so you can close more deals in less time.
Selling a business takes time.
What if we can half the process with smart, efficient, and intuitive software that guides you through buying, listing, and selling a business?
Your commission takes time.
Improve the way you work, with better control and tools that make a difference.
Modules & Features
Learn how this CRM will save you money, save you time and at a price lower then you think.
Category: Modules
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…
Category: Modules
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 buyers according to the procedures and policies of your company…
Category: Modules
Business Listings Manager
Manage all vital information regarding your business listings from one simple control panel. Modify information when needed on the fly and automatically update the information on the front end of the web site from the CRM…
Category: Modules
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. All data is stored in the cloud and your buyers will do all the work for you!…
Category: Modules
Contact Manager
Manage all your buyers, sellers, staff, contacts in a very simple to use contact management system that is fully integrated within the CRM system. Manage all communication and interaction with your buyers including…
Category: Modules
Full Customer Relationship Management
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…
Category: Modules
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 workflow designer and engine…
Category: Modules
Calendar
Have your entire organization centralized on BBCRM’s flexible calendar module increases broker action, visibility and productivity. Brokers can easily schedule any type of event for individuals or groups,…
Category: Modules
Email Marketing Campaigns
Marketing emails are an ideal method for building an ongoing relationship with prospective buyers and keeping them informed of new listings and opportunities that may be of interest to them. BBCRM gives brokerage…
Category: Modules
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…
Category: Modules
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…
Category: Modules
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.
VerticaSign
Use a document signing feature that fully integrates with your entire CRM and it’s arbitaries.
Calendar
Schedule meetings and events that can be associated with records in your CRM, while syncing with your regular third-party calendar.
Integrated Automation
Automatically generate personalized buyer registrations, listing agreements, emails, and much more automation personalized to your methodology.
Buyer Profile
Track valuable information about your buyers, which allows you to send them listings that interest them
Website
Get a modern website for $99 a month and a new, updated website for FREE every 24 months, so you’re always relevant
Data Room
All information about every buyer is in one place for the ultimate ease of presenting the best listing to every buyer, designed specifically for business brokers.
PRICING
For just $99 a month, you get:
Streamlined and
organized data
Hundreds of time-saving
features2
At least 5X more profit
than previously
You can’t afford
NOT
to invest in this CRM
10
Years we have been developing this software
150
Useful, time-saving integrative features
22
Full-time team members to assist you
What Our Brokers Say?
Please allow me to express our appreciation to you and your colleagues at Vertica CRM for your assistance and guidance in helping us set up our CRM system here at Liberty Business Advisors.
While we are currently immersed in the learning process and actively working to onboard our sales associates company wide, we are convinced that your CRM system will enable us to increase both our efficiency and our productivity. We have been in business for over 20 years and have completed more than $3 Billion in business and commercial property sales.
We have recently merged with a large residential resale company and now have over 2,000 agents located throughout California. We believe that with your help and the company wide adoption of Vertica’s CRM system we can dramatically accelerate our growth in the future.
Thank you again for your efforts on our behalf.
Thanks to Vertica, I've been able to streamline my business brokerage operations, saving time and resources.
The CRM's features and user-friendly interface have truly been a game-changer for my business. I can confidently say that my experience with Vertica has not only met but exceeded my expectations.
I would highly recommend Vertica to anyone in the business brokerage industry. They have not only provided me with an outstanding CRM but also a partner I can trust. Thank you, Vertica, for your professionalism, dedication, and the exceptional service you provide."
What truly sets this CRM apart, however, is the outstanding customer service they offer. The team behind the platform goes above and beyond to ensure that their clients are not just satisfied but delighted. Whenever I've had a question or encountered an issue, their support team has been incredibly responsive and helpful. They take the time to understand my unique needs and offer personalized solutions, making me feel like a valued partner rather than just a customer. One of the standout features of their customer service is their willingness to provide hands-on training and assistance. They understand that every brokerage may have different requirements and levels of tech-savviness, so they take the time to ensure that you're comfortable and confident using their CRM. This level of personalization and attention to detail is truly rare in the CRM industry.
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.
Enabling you to be more efficient, do more deal and earn more commission!
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 & Articles
Before you make a decision, do you research. Learn more about BBCRM.
Top five frustrations of every business broker:
(Because we’ve been there, done that)
1. Long selling process
When you list a business, you can wait until the cows come home to close the deal. And that means that your commission is long in coming, too.
2. Keeping track of deals
Every deal is in a different stage in the selling process. Keeping track of where every deal is up to is enough to give you a migraine.
3. Managing your listings
Keeping track of all your listings is challenging when you don’t have one place to save them in, causing deals to fall through the cracks and be forgotten.
4. Displaying your listings
Lead Parsing leads come in from 3rd party marketing websites, and the CRM will intelligently guide the buyer through the onboarding process on your behalf.
5. No software meets your needs
It’s frustrating to use cookie-cutter, uncustomized software that costs you a lot of money to configure for your niche business.
One simple-to-navigate solution:
(Because we’ve been there, done that)
1. Half your waiting time
Profile the buyers and listings with integrated marketing tools that match the buyers with listings that meet their interests, making the process simpler, and smarter
2. Clear reports
Provide your sellers with up-to-date real-time reports on the status of their listing, allowing for more transparency with clear records.
3. All your listings in one place
Never forget about a listing again. Have every business in one place, neatly displayed, so you can easily match up businesses to buyers- closing more deals.
4. Your listings on YOUR website
Host all your listings on your website. For just $99 a month, you can list your businesses on your website which is linked directly to your CRM.
5. Customized for business brokers
Our software was created exclusively for business brokers, with every feature needed for the broker’s process.
