A CRE CRM That Already Knows Your Listings and Deals
CREBuilder's CRM sits inside the platform that creates your listings, offering memorandums, and deal rooms. Inquiries and NDA signatures become contacts tied to the right property before you have refreshed your inbox.
Included with Pro. Start with a free Starter account and upgrade when ready.
What it does
Qualified activity stays connected
Identified listing inquiries, NDA signatures, and gated Deal Room activity can create or update a contact automatically, with the property already attached.
A workbench, not a chart
Open the CRM and see what needs you today: overdue tasks, new leads, deals with no next action, access about to expire. Every number clicks straight through to the records behind it.
Three pipelines, not one
Win the assignment, run the listing, work the buyers — each on its own board with its own stages. Most CRE tools only model the last one.
Buyer fit, matched for you
Record a buyer’s buy-box once — size, price, cap rate, market, asset type — and every new listing tells you which of your contacts actually fit it.
Follow-ups that fire themselves
Two days after an NDA is signed, remind me to call — unless I already have. Pick a recipe, adjust the wording, done.
Pipeline you can defend
Weighted value, win rate, stage velocity and days-to-close, built from a real transition history rather than whatever the record says today.
Why brokers stop using the generic CRM
It knows what a listing is
A general-purpose CRM sees a row in a table. This one knows the property, the OM, the deal room, the suites, and who downloaded what.
The seller side has a home
The weeks of pitching before a signed mandate live in an Assignments pipeline — not in your head or a spreadsheet.
Nothing is bolted on
The CRM, the marketing documents, the public listing pages and the deal rooms are one system. An inquiry on a listing page is a CRM contact before you refresh.
Questions
- Is the CRM included or an add-on?
- It is included with a paid CREBuilder plan at no extra cost. There is no separate CRM seat or per-contact pricing.
- Do I have to enter leads manually?
- No. Inquiries from your public listing pages, NDA signatures, and deal room activity create and update contacts automatically, with the property and activity already linked. You can also add contacts by hand or import an existing list.
- Can I import contacts from another CRM?
- Yes. Upload a CSV, map its columns, and review the mapping before confirming the import. Existing contacts can be matched by email and enriched where fields are blank. A confirmed self-service import writes the records and is not a reversible whole-batch preview.
- Does it work for business brokerage, not just property?
- Yes. Add the Business Sales pipelines during CRM setup or later in Team Settings, then switch between property and business workflows without converting your account or moving existing records. The business ladder includes NDA Sent, NDA Signed and CIM Sent stages. NDA-gated deal rooms, buyer qualification questions and a full signing audit trail work today. Dedicated financial fields — SDE, EBITDA and FF&E — remain on the roadmap.
- Can my whole team use it?
- Yes. Records are owner-scoped by default, and team admins can see the whole company. Saved views are private until you deliberately share them.
- What happens to my data if I leave?
- Contacts and deals can be exported to CSV. Offer history has a separate CSV export. Export anything you need before paid access ends.
Related resources
Related pages
The CRM works alongside secure deal rooms, property email blasts and the documents that generate the leads in the first place.
CRE CRM for brokers
Lead capture from your listing pages, assignment/listing/buyer pipelines, buy-box matching and automated follow-ups.
Read moreProperty email blasts
Send any listing with CREBuilder Mail on our shared domain, optionally verify your own, or download the finished HTML.
Read moreNDA-gated deal rooms
Confidential document sharing with per-recipient watermarking and access you can expire or revoke.
Read moreOffering memorandum builder
Create investor-ready OMs with property data, financial sections, maps, photos, and branded export.
Read moreCRE template samples
Preview commercial real estate flyer, brochure, OM, leasing, teaser, and BOV template examples.
Read moreCommercial property websites
Publish property listing pages and listing hubs that stay connected to broker marketing materials.
Read moreCRM vs marketing software
Compare relationship management tools with the broker collateral workflow for active CRE listings.
Read moreStop retyping your pipeline
Your listings already generate the leads. Let them land somewhere that understands them.