Commercial Real Estate CRM
Broker great deals & connections without spending hours on data entry.
Get back the hours you spend in systems that require manual data entry and are only as good as the information you put in.
Upgrade to a shared relationship engine and commercial real estate CRM built to help you streamline each step of your work.
Supporting exceptional CRE firms, globally.
An all-in-one intelligent assistant for CRE teams
Mine your network, improve your prospecting
Speed up your prospecting – identify how to connect with potential clients by comparing relationship strengths across your team.
Elevate your most critical relationships
News, funding events, social media, and other relevant commercial real estate content to alert you that contacts may need space.
Contact management done right - automated email and calendar tracking, job information updates, and industry tagging done for you
Your deal pipeline, visualized your way
Pipeline management, tailored to real estate professionals like you - with the information (property listings, Outlook emails) you need.
Save time on data entry and lead management - we enrich your data with critical information (company descriptions, prior interactions, funding history.)
Quickly understand which prospecting and relationship building efforts are bearing fruit, and which you should rethink.
Avoid missed deliverables and miscommunication
Avoid missed deliverables
Assign tasks and reminders, coordinate with your back office teams and ensure key follow-ups don't fall through the cracks.
Sync to email marketing & marketing automation tools (e.g., Mailchimp) to connect with clients and commercial property managers.
Automate cadences to engage potential clients, referral sources, and other key commercial real estate stakeholders.
Getting started is simple:
We integrate with or upload data from the tools commercial real estate brokers already use:
- Microsoft Outlook (including our Outlook add-in)
- Mobile apps (iOS and Android)
- Excel (via data upload)
- And 1000+ other tools via Zapier
Already have a customer relationship management system? We also integrate with select CRM solutions to provide relationship intelligence alongside them. Integration partners include:
- Salesforce (and Salesforce variants like Navatar)
- Other CRM software (via Zapier)