Case Study: NAI Northern California


We called in on James Kilpatrick and his team at NAI Northern California, specialists in commercial real estate services in the Bay Area, to find out what makes their market tick, and why they chose Propertybase.

At a glance

  • Company Name: NAI Northern California
  • Business: Commercial Real Estate Services
  • Location: California
  • Website:
  • Use Case: NAI needed a new, intuitive system to suit their commercial real estate business, replace clunky legacy systems, and improve user adoption of CRM in the company.


With offices established in San Francisco metropolitan, San Jose, and Oakland, NAI Northern California is among the top commercial brokerage firms throughout the entire Bay Area. NAI Northern California is specialized in commercial real estate sales and leasing, with a diverse array of services.

  • Consulting
  • Industrial
  • Office
  • Vacant Land
  • Investment
  • Multifamily
  • Marketing
  • Property Management
  • Hospitality and,
  • Financing.

Overall, 2012 was the best performing year since 2007 for the San Francisco office market, with social media and technology companies continuing to drive demand and occupancy in the Bay Area. completed the largest lease transaction in San Francisco since 2000, proving that the commercial real estate sector shows few signs of reduced demand. Combined with drops in unemployment and vacant office space, the Bay Area’s commercial and residential markets are on par to grow throughout 2013. While sentiments are positive, the only potential dampener could be US fiscal and regulatory policy, and how the following years of the recovery play out.


Before becoming acquainted with Propertybase, NAI Northern California had used and evaluated a number of software solutions for managing their company database. With such a large menu of services, in such a specialized sector of the real estate industry, they needed a CRM as flexible and malleable as their business, with the ability to scale as they opened multiple offices across the Bay Area. James was on the hunt for a system that could help him realize the full potential of the Northern California commercial market, and one that his brokers would adopt willingly.

The Propertybase Solution

Propertybase was able to provide the custom work-flows and key features that fit NAI’s commercial real estate needs:

  • CRM
  • Transaction Management
  • Listings Inventory
  • Comparable Database
  • Mobile Capability
  • Marketing, and
  • Reporting

Combined with the flexibility to configure as they saw fit, and the power of Salesforce behind the Propertybase CRE application, NAI got the cloud-based solution they were looking for. Most of all, Propertybase had the system reliability and speed that NAI was desperately seeking in order to improve user adoption, and get their business growing at a fast pace.

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Author: Sara Regan