CRM for commercial real estate brokers
Inquiry to closing, with due diligence where deals actually go quiet.
A commercial deal starts as an inquiry on a listing or a client you represent, and moves through showings, an LOI, the lease or purchase negotiation, due diligence and closing. Due diligence is the long quiet stretch; the check-in rule keeps you in the room.
What the copilot builds for you
- Pipeline stages: Inquiry → Showing → LOI → Negotiation → Due diligence → Closed → Lost
- Fields you track: Property address · Square footage · Lease or sale · Commission · Target close date
- Follow-up rule: In Due diligence with no activity for 14 days: create a check-in task.
- Saved view: Deals in due diligence, with days since last activity.
Works with
- Your phone system (new): calls from Aircall, Dialpad, Quo, JustCall, RingCentral or GoTo Connect land on the contact and the deal, and click-to-call works through Twilio Voice, Aircall or Dialpad.
- Moments and gifts (new): birthdays and life events on each contact, and a gift through your florist, Loop & Tie or Sendoso that you approve before it goes.
- Web research (add-on, price coming soon): a weekly agent reads the local paper and the market feeds you pick, and proposes leads and moments for you to approve.
Say it in your own words
Deals start as an inquiry on a listing or a buyer or tenant we represent. Showings, then LOI, then negotiate the lease or purchase, then due diligence, then closing. Track address, square footage, lease vs sale, commission, target close.
That is the whole setup. The Open CRM proposes the stages, fields, rule and view above as checkboxes; tick what fits and it is built. Open source (AGPL-3.0), free to start, hosted from $15 a seat.
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