Documentation
How SuiteCRE works, written for the person using it. If you are brand new, start with What SuiteCRE is and then Quickstart.
Getting started
What SuiteCRE is, how to set it up, and how billing works.
What SuiteCRE is
A map of the platform: the system of record, the AI layer that works on top of it, and the surfaces you can reach it from.
Quickstart
Get from an empty account to a working pipeline in about thirty minutes.
Plans and billing
What each plan includes, how AI messages are metered, and how the trial and overage work.
The CRM
Contacts, deals, listings, tasks, and your calendar.
Contacts and companies
How relationships are stored, what the interaction history is for, and how notes stay useful over years.
Deals and the pipeline
The default stages, what moves a deal between them, and how deal health is calculated.
Listings
Creating and importing listings, space tours, parcel data, and the public-facing pieces buyers see.
Tasks, calendar, and showings
Keeping the day organized, syncing with Google or Outlook, and coordinating property tours.
Call notes and call intelligence
Capturing what was said on a call, filing it against the right contact, and getting the follow-ups out of it.
AI and assistants
The broker assistant, buyer chat, revenue agents, and the connectors that let you work from Claude or your phone.
The broker assistant
The assistant inside the app: what it can see, how to point it at a record, and what it will never do without asking.
Buyer chat
The assistant that answers buyer and tenant questions on your listings around the clock, and hands off to you when it should.
Revenue agents and automations
The five named agents that work your pipeline in the background, and the workspace automations you define yourself.
Using SuiteCRE from Claude
Connect your SuiteCRE account to Claude so you can ask questions and draft work against your own CRM data from any Claude conversation.
The assistant on your phone
Reach your CRM over WhatsApp and SMS: pairing, what you can ask for, and the daily brief.
Running the business
Documents, leases, commissions, expenses, leads, and market data.
Documents, search, and e-signature
The document library, how semantic search differs from keyword search, and sending documents out for signature.
Leases
Lease abstraction and CAM reconciliation: turning a signed lease into structured dates, options, and obligations.
Commissions, expenses, and reports
Tracking what you have earned, what you owe in taxes, what you have spent, and what the year actually looks like.
Leads and market intelligence
Finding new business: lead rules, capture forms, comps, market metrics, and off-market owner research.
Platform
Integrations, security, and how your data is handled.
Can’t find an answer?
These 19 pages cover the platform as it ships today. If something here is wrong, out of date, or missing, use the contact form in the footer and tell us. We treat documentation gaps as bugs.