IndustrialNegotiationHarbor Logistics Portfolio
Port of Savannah, GA
Deal value
$18.9M
Expected close
Jul 15, 2026
Priority
High
MC
ViewMichael Chen
Summit Industrial Partners
The CRM independent CRE brokers actually keep using
Your pipeline and your assistant in one place
Work your deals, showings, and commissions in one workspace. Ask the assistant what a lease says or who has gone quiet, then export or share the answer.
Search deals, listings, tasks…
DM
Dashboard
CustomizeActive 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 PipelinePipeline 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 openTo 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
How it works
A contact, a deal, and a date on the calendar, joined up.
Add a buyer, open a deal for them, book the tour. Each record points at the others, so you stop retyping the same facts into three different 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
Your contacts, your deals, and your calendar in one place.
The call, the task it created, the showing, and the commission at the end all sit on the same record instead of in four different tools.
Deal pipeline
One record holds the whole deal.
Log a call or a tour and it lands on the deal instead of your inbox. The value, the owner, and the date you promised move with the record from first interest through negotiation.
- Calls and tours land on the record without retyping
- Move a stage and the playbook queues the next tasks, dated and assigned
- SuiteCRE works out your net commission the moment a deal closes
Search deals, listings, tasks...
DM
Deals
$62.0M active pipeline · 8 closing in 30 days
List Board Import Export Add Deal
All · 24OfficeIndustrialRetailMedical Filters
IndustrialNegotiation
Medical OfficeContractRiverside Medical Plaza
Tampa, FL
Deal value
$14.6M
Expected close
Jul 31, 2026
Priority
High
ER
ViewEmily Rodriguez
HealthTrust Ventures
RetailLOI OutCedar Point Retail
Frisco, TX
Deal value
$6.2M
Expected close
Aug 12, 2026
Priority
Medium
SJ
ViewSarah Johnson
Pinnacle Investment Group
Relationships
Everyone you work with, in one place.
Listings, buyers, and documents sit behind permissions you set. Open a contact before the call and you already have their criteria and what you owe them next.
- Contacts, deals, and documents in one system
- Investment criteria and the last thing you promised, on the record
- Share or export records for partners, advisors, and clients
Scheduling
Your calendar is part of the deal record.
Book a showing and it attaches to the buyer and the property. Your email and calendar sync in, so the follow-up you see here is the one you see everywhere else.
- Showings and meetings attach to the deal they belong to
- Gmail or Outlook mail and calendar in one view
- A reminder before each deadline
An example week
Time you get back from the paperwork.
Figures below are an illustration, not an average. What SuiteCRE promises is narrower: every lead, tour, task, and document has a place to land, so the work you did on Tuesday is still findable on Friday.
0 hrs
of admin in a sample week
Copying notes, chasing documents, and rebuilding deal context. This is the work the platform is aimed at.
0
follow-ups in play
Each one tied to a contact, a deal, and a date you can be reminded of.
$0M
of pipeline in one view
Active opportunities in one place instead of across a dozen tabs.
Everything lands in one place
- Client context · Contact, criteria, and history in one record
- Deal brief · Value, stage, owner, and urgency ready
- Tour linked · Meeting attached to contact and property
- Next action · Follow-up queued before it slips
Deal 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 PortfolioNegotiationJun 28
Midtown Commerce CenterOffer/LOI OutJun 26
Riverside Medical PlazaUnder ContractJun 24
Lead source
Logged
Tour follow-up
Queued
Deal package
Ready
The rest of the toolkit
Everything else your deals need, in one place.
Documents, comps, reporting, and a buyer chat that answers listing questions while you sleep. All of it reads the same records.
AI deal assistant
Ask what a lease says, who has gone quiet, or what is due today. The assistant answers from your own records and shows you where it read the answer.
Best next move
Prioritize 6 negotiation-stage deals.
Revenue signal
Retail pipeline can close $2.1M faster.
Risk watch
3 stale follow-ups need owner action.
OM & document copilot
Build a marketing package, answer buyer diligence, and pull the terms out of a long file without leaving the workspace.
62-page lease → 5 key termsRenewal: 2 × 5 yr optionsTI allowance: $35/SF
Market intelligence
Put your pipeline next to submarket comps and rent benchmarks, then export the comparison as a report you can send.
$182/SF avg compCap rates 6.1%+12% leasing velocity
Reports & revenue tracker
Dashboards that update as deals move, covering pipeline health, relationships, and what you have actually earned.
Monthly revenue
$285k
Commissions
$140k
Service fees
Buyer chat
Prospects ask about the listing and get an answer from the offering memo and the documents you uploaded.
Midtown Commerce Center·84,000 SF Industrial AI answering
Today
Hi — is Midtown Commerce Center still available?
SuiteCRE AIIt is. 84,000 SF industrial, asking $12.4M. Want the highlights?
Yes — what's the clear height and dock setup?
SuiteCRE AI32' clear with 8 dock-high doors — pulled from the flyer and site survey on file.
What cap rate does the asking price reflect?
SuiteCRE AI≈6.1% at asking, based on the current rent roll and in-place NOI.
Can we tour before Friday?
SuiteCRE AII have Thursday at 2:00 PM open. Want me to book it and send an invite?
Perfect, let's do it.
SuiteCRE AIBooked ✅ Thursday 2:00 PM. Calendar invite is on the way.
Ask about this listing…
Built for the independent broker
Set it up the way you work. One system of record that still fits when you add a partner or an assistant.
WhatsApp + Hermes
Run your CRM from WhatsApp.
Text Hermes from the car and your records change. Move a deal, add a contact, log the call you just finished, or set a reminder, without opening an app.
- Move a deal to a new stage and set the close date
- Add a contact or buyer to any deal
- Log a call and capture follow-up notes
- Get reminders before every deadline
Hermes
SuiteCRE assistant
Move Harbor Logistics to Under LOI, close Mar 15
Done ✅ Harbor Logistics → Under LOI · close Mar 15. Want me to remind you 3 days before?
Yes. And add Sarah Johnson as the buyer contact
Added Sarah Johnson to the deal and set a reminder for Mar 12 📌
Works with your stack
Gmail
Outlook
Google Calendar
DocuSign
Dropbox Sign
ProspectNow
Reonomy
Twilio
WhatsApp
Plans and Pricing
Both plans are single-broker and include the whole CRM. Ask us about team and brokerage pricing.
Core CRM
$89/month
100 AI messages/mo · $0.35/msg overage
The whole CRM for brokers who want one place to keep contacts, deals, and documents.
Start your free trialKey Features
- 1 broker
- Contacts, deals, listings, and tasks
- Email and calendar integration
- Basic reports
- Limited AI usage
MOST POPULAR
Broker AI
$299/month
750 AI messages/mo · $0.20/msg overage
The main SuiteCRE offering: CRM plus AI workflows for active commercial brokers.
Start your free trialKey Features
- 1 broker
- Full broker assistant
- Email and calendar workflows
- OM and proforma tools
- Market and deal intelligence
- Priority support
Need team or brokerage pricing? Contact us.
30-day money-back guarantee
Cancel anytime
24/7 support
Built for commercial brokers
Put a real deal through it.
Import your contacts, open one live deal, and see how the calls, documents, and commission line up. The trial runs 14 days.