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Pipeline Management CRM for CRE

The pipeline management and deal tracking solution is used to track deal flow and dollar value through each deal type stage (leasing, tenant rep, sales...). Deals are also integrated with properties and contacts for activity reporting as well as the activities and reminders that help brokers/agents stay on track with follow up and internal reporting. Multiple documents can also be stored in each deal to help keep track of everything in one place. The key objective for this capability is to develop consistent habits that translate into superior customer service and client success.

  • Deal size, commissions, and expenses
  • Properties & Property Survey Reports
  • Comps & Comp Reports
  • Contacts and To-do's associated with contacts (email and calendar alerts)
  • Deal Documents

Brokers and agents can easily set up customized pipeline stages for any agency situation and track every to-do that ensures deals get done.