A revenue OS built for CRE deal cycles.
Deal-team pipelines, tenant/investor outreach, and attribution across the 12–24 month cycles CRE brokerages actually run.
CRE breaks residential CRMs.
Deal teams, split commissions, and multi-year cycles need a system built for them.
Multi-broker deal teams
A single deal may have 4+ brokers across offices. Attribution and commission splits are painful.
Long, non-linear cycles
Tenants tour spaces for a year before signing. Investor deals stretch across multiple cycles.
Tenant + investor motions are different
A single system rarely handles both without becoming a spreadsheet.
No shared market intelligence layer
Comps, absorption, and rent trends live in one broker's spreadsheet.
Attribution across 24 months
Marketing gets credit for nothing because nothing closes in-quarter.
Compliance and disclosures pile up
Confidentiality agreements, dual-agency disclosures, and IC packages live in email.
Pipeline, deal teams, and attribution — CRE-aware.
Every capability tuned to how CRE brokerages actually work.
Deal-team pipelines with split commissions
Model deal teams with roles (lead, co-broker, analyst) and configurable commission splits.
Tenant and investor tracks
Separate qualifications, cadences, and dashboards for tenant-rep, landlord-rep, and investment sales.
Long-cycle attribution
Every touch — email, tour, IC package — is stitched into the final closing, whenever it lands.
AI-assisted tenant/investor outreach
AI SMS and WhatsApp handle first-touch and re-engagement on the cadence CRE actually tolerates.
Comps and market intel in-CRM
Store, tag, and share comps and market briefs so no deal is one broker's Rolodex.
CA/NDA and disclosure workflows
Send, sign, and store confidentiality agreements and disclosures inside the deal record.
A CRE deal, orchestrated end-to-end.
- 01
Sourcing: tenant/investor lists in one workspace
Import prospects, enrich with firmographics, and route to the right broker or deal team.
- 02
Qualifying: AI first-touch, human close
AI SMS and WhatsApp qualify space needs, timelines, and budgets before the broker's first call.
- 03
Deal room: shared brief, tasks, and comps
Every broker on the deal sees the same pipeline, comps, and next steps.
- 04
Closing: commission splits computed automatically
Splits flow through to attribution and reporting — no spreadsheets, no disputes.
The products CRE brokerages start with.
CRM
A real-estate CRM designed around closings, not contacts.
Pipeline Intelligence
AI forecasts and coaching signals across every deal.
Revenue Attribution
Tie every commission back to the campaign that started it.
AI SMS
Human-quality text follow-up that responds in under a minute.
Analytics
Operator dashboards for CPL, speed-to-lead, and closings.
Broker Dashboard
Multi-office visibility, rollups, and revenue reporting.
Questions, answered.
Yes. Model deal teams, roles, and split percentages per deal, and roll them up in reporting.
Related solutions
The revenue OS your CRE deals deserve.
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