Agentic CRM for the independent CRE broker Deals. Contacts. Intelligence.
Run your pipeline, schedule, and reporting with an AI copilot built for CRE — then share or export anything in a click.
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Active Pipeline Value
$48.2M
12 active deals
Active share80%
Active Deals
12
Prospecting → Due Diligence
Pipeline share80%
Closing This Month
3
$14.6M total value
Of active pipeline25%
Pending Showings
5
5 showings awaiting response
Conversion Rate
32.0%
5 of 16 deals closed
Overall conversion32%
Pipeline Overview
Open Full Pipeline
Pipeline Value by Stage
Prospecting
$12.4M (5)
Offer/LOI Out
$9.1M (3)
Negotiation
$14.6M (2)
Under Contract
$7.2M (1)
Due Diligence
$5.0M (1)
Recent Deal Activity
Harbor Logistics Portfolio
Negotiation · Jun 28
Midtown Commerce Center
Offer/LOI Out · Jun 26
Riverside Medical Plaza
Under Contract · Jun 24
Upcoming Deadlines
Harbor Logistics Portfolio
Due Jul 15, 2026
Cedar Point Retail
Due Jul 22, 2026
Oakwood Distribution
Due Aug 02, 2026
Tasks & Notes
3 open
To Do2
Follow up on lease terms
Midtown Commerce Center
Send revised LOI to buyer
Harbor Logistics
In Progress1
Schedule lender diligence call
Riverside Medical
Done1
Upload environmental report
Oakwood Distribution
Draft follow-ups to the buyers who toured Midtown but went quiet.
SuiteCRE AI
On it — finding the right buyers and drafting personalized notes.
Retrieved 12 buyers from the Midtown tour list
Analyzed last touch + interest signals
Drafted 12 personalized follow-ups
Email drafted12 of 12 ready
Sarah Johnson · Re: Midtown Commerce Center
Hi Sarah — following up on your tour. I pulled the updated rent roll and can hold Thursday at 2:00 PM…
Review & send
How it works
One workspace. One knowledge base. Total workflow control.
SuiteCRE keeps contacts, deal execution, and scheduled activity in one connected system. Every record updates the same intelligence layer, so you can move faster without jumping between disconnected tools.
Contact Profile
Sarah Johnson · Pinnacle Group
Senior Investment Manager
sarah@pinnaclegroup.com
(555) 123-4567
Target: Downtown office assets
Deal Pipeline
Industrial Warehouse Acquisition
Deal Value: $8,400,000
Expected Close: Dec 20, 2025
845 Logistics Dr, Shelbyville, IN
Primary Contact: Sarah Johnson
Scheduled Event
Client Strategy Session
Oct 11, 2025 · 10:00 AM - 11:30 AM
SuiteCRE HQ · Conference A
Attached to Contact + Deal
Reminder scheduled for participant email
About SuiteCRE
We connect your CRE relationships, market data, and deal flow in one intelligent workspace.
One living system of record — the calls, the playbook, the calendar, and the commission at the end — instead of work scattered across disconnected tools.
Deal pipeline
One record carries the whole deal.
Calls, tours, and notes log themselves against the deal, so the story is never scattered across inboxes. Deal context, value, owner, and urgency travel together as it moves from interest to negotiation.
Calls and tours log to the record automatically
Stage playbooks queue the next tasks — drafted, assigned, and dated
Your net commission is computed the moment it closes
Relationships
Every relationship in one workspace.
Listings, buyers, and documents live in one secure command center with precise permissions. The relationship record, investment criteria, and next action are ready before the first call.
Contacts, deals, and documents in one system of record
Investment criteria and next best action always visible
Secure sharing and exports for partners, advisors, and clients
Scheduling
Your calendar is part of the deal record.
Showings, meetings, and follow-ups stay attached to the right people and properties. Centralize email, calendar, and meeting intelligence so you always see the same follow-ups and next steps.