The CRM
Deals and the pipeline
The default stages, what moves a deal between them, and how deal health is calculated.
Updated August 2026
A deal is one transaction. It carries the property, the parties, the economics, the documents, and the history of what has happened. The pipeline is your view across all of them.
Default stages
SuiteCRE ships with seven stages that match how most commercial transactions actually run:
- Prospecting: early opportunities, nothing committed
- Offer/LOI Out: an offer or letter of intent is outstanding
- Negotiation: working terms, approvals, and conditions
- Under Contract: signed, heading toward diligence
- Due Diligence: verifying the financials and the property
- Closed: done, ready for handoff
- Post-Close: follow-up and commission collection
You can rename stages or define your own set if your shop runs a different process. Existing deals map onto the new set rather than being stranded.
Views
The pipeline comes as a kanban board, where you drag a card to change its stage, and as a table when you want to sort and filter across everything at once. Both read the same data.
Deal health
Every deal carries a health signal derived from things the platform can observe: how long it has sat in its current stage, when the last interaction was, whether diligence dates are approaching, and whether required documents are missing.
This is intentionally boring. It does not predict whether a deal will close. It surfaces the deals that have gone quiet or have a date coming up, which is where brokers lose money.
Stage automation
Deals can advance automatically when their criteria are clearly met, moving to Under Contract once a signed contract is recorded, for example. Every automatic transition is logged with what triggered it, and you can reverse it. If you would rather move everything by hand, turn stage automation off; nothing else depends on it.
What to keep on the deal
Deals become useful to the assistant in proportion to what is attached to them. At minimum, keep the property, the counterparty contacts, the key dates, and the commission terms current. Notes on the deal are what the assistant reads when you ask it to summarize where things stand or draft the next follow-up.