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.

SuiteCRE
DM

Dashboard

Customize

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.
SuiteCRESuiteCRE 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
SuiteCRE deals dashboard with active deal cards

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
SuiteCRE contact profile for a priority buyer

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.

  • Showings and meetings attached to the right deal
  • Email and calendar centralized in one view
  • Reminders before every deadline
SuiteCRE calendar and schedule view

Broker math

More client time. Less CRM cleanup.

SuiteCRE turns scattered deal work into organized follow-through, so every lead, tour, task, and document has somewhere to land.

0 hrs

admin time recovered

Less copying notes, chasing docs, and rebuilding deal context.

0

follow-ups protected

Next steps stay tied to the right contact, deal, and date.

$0M

pipeline organized

Active opportunities stay visible instead of scattered across 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

One intelligence layer

Everything else your deals need, in one place.

From first inquiry to final close, keep contacts, deals, scheduling, and execution aligned — with AI doing the busywork.

AI deal assistant

An assistant that knows every schedule, deal, lease abstract, and negotiation detail in seconds — and surfaces what needs your attention today.

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

Create marketing packages, respond to buyer diligence, and summarize lengthy files without leaving the workspace.

62-page lease → 5 key termsRenewal: 2 × 5 yr optionsTI allowance: $35/SF

Market intelligence

Blend internal pipeline data with market benchmarks to surface real-time comps and export-ready reporting.

$182/SF avg compCap rates 6.1%+12% leasing velocity

Reports & revenue tracker

Dashboards that refresh as activity changes — pipeline health, relationships, and financial performance at a glance.

Monthly revenue

$285k

Commissions

$140k

Service fees

Built for the independent broker

Configure it to your workflow — one clean system of record that scales when your team does.

Buyer chat

Answer listing questions instantly with a copilot that already understands every document and note on file.

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…
WhatsApp + Hermes

Run your CRM from WhatsApp.

Text Hermes — your CRM updates itself. Move deals, add contacts, log calls, and set reminders from your phone, anywhere, 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
Slack
Microsoft Teams
Google Meet
Zoom
Calendar
Voice
Gmail
Outlook
Slack
Microsoft Teams
Google Meet
Zoom
Calendar
Voice

Plans and Pricing

Choose a single-broker plan for your workflow today. Team and brokerage pricing is available when you need it.

Core CRM

$89/month

100 AI messages/mo · $0.10/msg overage

A focused commercial real estate CRM for brokers who want one clean system of record.

Start 14-Day Free Trial

Key Features

  • 1 broker
  • Contacts, deals, listings, and tasks
  • Email and calendar integration
  • Basic reports
  • Limited AI usage
MOST POPULAR

Broker AI

$279/month

750 AI messages/mo · $0.10/msg overage

The main SuiteCRE offering: CRM plus AI workflows for active commercial brokers.

Start 14-Day Free Trial

Key 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

Intelligent AI agents for CRE workflows

Keep every deal aligned in one living intelligence layer.

From first inquiry to final close, keep contacts, deals, scheduling, and execution aligned — then share or export anything in a click.