Everything You Need to Close More Deals
Purpose-built for commercial real estate brokerage firms of all sizes.
Contact & Company Management
Track every person and company in your network with custom fields, relationship mapping, and smart search.
People and company records with full detail views Custom fields and dropdown options per entity Multi-value keywords, tags, and categories Duplicate detection with advisory warnings Import from CSV/XLSX with AI-powered column mapping Property Pipeline
Manage properties from initial lead through closed transaction with complete financial analysis.
Full property records with brand, market, and financials Opportunity tracking with 8 pipeline stages Engagement lifecycle from listing to close P&L analysis with revenue, expense, and cap rate calculations Automatic comp creation on engagement close Data Vault
Securely share confidential materials with verified buyers through a branded portal.
Tier-based document access (public, NDA-required, restricted) Digital CA/NDA signing with PDF generation Watermarked document downloads Signatory management with grant/deny controls Branded portal customizable per-firm Marketing Center
Track buyer outreach across every engagement with detailed status tracking.
Per-engagement contact management CA signed, OM sent, tour, and offer tracking Bulk status updates with notes Marketing overview dashboard across all engagements Calendar & Task Management
Stay organized with integrated scheduling and a bullet-journal-style task system.
Month, week, day, and agenda views Google Calendar two-way sync with attendees Recurring events with flexible patterns ICS feed for external calendar apps To-do sections with subtasks and assignments Reports & Comp Database
Generate professional reports and track comparable sales across your market.
8 report templates (pipeline, engagement, contacts, financials) Comp database with auto-create from closed engagements Bulk import and edit for historical comps Computed metrics: PPK, RRM, cap rate, ADR, RevPAR Universal export to XLSX and CSV Outlook Integration
Connect your inbox to the CRM without leaving Outlook.
Link emails to contacts, companies, and deals Quick-create CRM records from email Two-section UI: Contacts and Link to CRM JWT and API key authentication Team & Access Management
Control who sees what with role-based permissions and org management.
Admin, User, and ReadOnly roles Per-user dashboard scoping (My vs All) Team member linking to deals Clerk-powered organization management User invitation and seat management Start Your 14-Day Free Trial
Full Professional features. No credit card required.
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