Manage More Deals with Less Manual Work
We build the CRM systems and automation workflows that give CRE firms a real-time view of their pipeline, automate broker communications, and prevent lease renewals from slipping through the cracks.
CRE Firms Are Still Running on Spreadsheets
Most commercial real estate businesses are managing millions in deal flow using Excel, email, and manual processes. It works until a deal falls through because nobody followed up, or a lease expires because the date was buried in a spreadsheet.
A System Built for CRE Deal Flow
Deal Pipeline CRM
Custom Monday.com CRM mapping your exact deal stages — from prospect to LOI to closed. Every deal tracked with full history, documents, and contact records.
Broker Communication Automation
Automated broker outreach sequences, deal update emails, and commission tracking workflows that keep your broker relationships active without manual effort.
Lease Renewal Tracking
Lease expiration dates synced to automated reminder sequences — 12 months, 6 months, 3 months, and 30 days before expiration — so no renewal opportunity is missed.
Complete CRE Automation Solutions
Deal Pipeline CRM
Custom Monday.com CRM mapping your exact deal stages — from prospect to LOI to closed. Every deal tracked with full history, documents, and contact records.
Broker Communication Automation
Automated broker outreach sequences, deal update emails, and commission tracking workflows that keep your broker relationships active without manual effort.
Lease Renewal Tracking
Lease expiration dates synced to automated reminder sequences — 12 months, 6 months, 3 months, and 30 days before expiration — so no renewal opportunity is missed.
Tenant Onboarding Workflow
Consistent, automated tenant onboarding from lease signing through move-in — welcome emails, document collection, access provisioning, and introductory communications.
Prospect Pipeline
Capture prospects from property inquiries, broker referrals, and marketing campaigns into a unified pipeline with automated follow-up sequences.
Portfolio Dashboard
Real-time visibility into occupancy, deal velocity, lease expirations, and broker performance — no manual reporting required.
Tools We Build With
Never Miss a Lease Renewal Again
Book a discovery session and we'll map the automation opportunities in your current deal flow and lease management process.