Suite CRE

The CRM built for CRE brokers
Your deals. Your data. Your AI assistant.

Stay organized, move deals forward, and let AI handle the busywork.

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

Everything connected

Your business, connected.

Contacts, deals, meetings, and activity stay linked across SuiteCRE, giving you one place to see what's happening and what needs your attention.

Contact Profile

Sarah Johnson · Pinnacle Group

SJ

Sarah Johnson

Senior Investment Manager Pinnacle Group

sarah@pinnaclegroup.com
(555) 123-4567
Indianapolis, IN
Target: Industrial & logistics 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
Stage: Under Contract

Scheduled Event

Client Strategy Session

Oct 11, 2025

10:00 AM - 11:30 AM

SuiteCRE HQ · Conference A
Attendees: Sarah Johnson + 2 others
Linked 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
DM

Deals

$62.0M active pipeline · 8 closing in 30 days

List Board Add Deal
All · 24OfficeIndustrialRetailMedical Filters
Harbor Logistics Portfolio
IndustrialNegotiation

Harbor Logistics Portfolio

Port of Savannah, GA

Deal value

$18.9M

Expected close

Jul 15, 2026

Priority

High

MC

Michael Chen

Summit Industrial Partners

View
Riverside Medical Plaza
Medical OfficeContract

Riverside Medical Plaza

Tampa, FL

Deal value

$14.6M

Expected close

Jul 31, 2026

Priority

High

ER

Emily Rodriguez

HealthTrust Ventures

View
Cedar Point Retail
RetailLOI Out

Cedar Point Retail

Frisco, TX

Deal value

$6.2M

Expected close

Aug 12, 2026

Priority

Medium

SJ

Sarah Johnson

Pinnacle Investment Group

View

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
SuiteCRE calendar and schedule view
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Deal work

From a stack of documents to an OM and a pro forma.

Upload the offering memo and the rent roll. SuiteCRE pulls out the numbers, underwrites the deal, and drafts a marketing package you can review, brand, and send.

  • Reads what you already have

    Offering memos, rent rolls, and leases. The numbers land on the listing, so nothing gets retyped.

  • Underwrites lease by lease

    Each lease rolls to market at expiration, with expense lines you can adjust and a multi-year projection.

  • Drafts the OM

    Written sections, rent roll, sale comps, photos, and tenant charts, laid out on your template and brand.

Lease abstracts and invoice checks

Drop in a lease and get the rent, term, options, and expense terms on one page. Then check each invoice against what the lease actually says.

Base rent $15.00/SFExpires Jun 2030CAM charge doesn’t match lease

Collab Spaces

Work a deal with your co-brokers in one place.

A shared space for each listing or deal, with prospects, activity, tasks, a calendar, documents, and the commission split, so nobody is piecing the deal together from texts.

  • Share from your CRM

    Put a listing, deal, or contact in a space and invite the brokers you're working with. Members on Broker AI can save a prospect straight into their own CRM.

  • Track every buyer and tenant

    Prospects move from contacted to toured, LOI, offer, and closed. Calls, showings, offers, and LOIs are logged under whoever did them.

  • Agree the split up front

    Set the gross commission and each broker's share. Everyone signs off on their number, so there's no argument at closing.

  • Ask the space

    Get answers from what the space holds, with the source and the broker who logged it. It never reaches into anyone's private CRM.

Spaces are part of Broker AI. Each account brings two guests free, and guests don't need a paid plan.

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 + iMessage

Run your business from your phone.

Connect WhatsApp or your phone number, then text your SuiteCRE agent from iMessage or WhatsApp. Move a deal, add a contact, log the call you just finished, or set a reminder without opening the app.

  • Use WhatsApp or iMessage to reach your agent
  • Move deals forward without opening the CRM
  • Add a contact or buyer to any deal
  • Log a call and capture follow-up notes
  • Set reminders before every deadline

WhatsApp

SuiteCRE agent

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 📌

iMessage

SMS fallback

Add the Acme call notes and remind me Friday
Done. I logged the call and set the reminder for Friday.

Note added

Acme call notes were saved to the contact timeline.

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.

See the full comparison, limits, and FAQ →

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 trial

Key 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 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

FAQ

Questions brokers ask before they switch

Who is SuiteCRE built for?

Commercial real estate brokers working their own book across office, retail, industrial, multifamily, and land. Both plans are single-broker. If you run a team or a brokerage, get in touch: team pricing exists and the shared-data setup is different.

How do I bring my contacts over?

Export a CSV from your current CRM or spreadsheet and upload it. SuiteCRE proposes how your columns map to its fields and shows you the result before anything is saved. Only the column headers and a few example values are read to suggest the mapping; your rows stay in your browser until you confirm.

Does it work with my email and calendar?

Yes. Connect Gmail or Outlook from Settings, and your calendar syncs alongside it, so showings and meetings sit on the deal they belong to. The assistant drafts emails for you to review. Nothing is sent without your approval.

How does texting the assistant work?

Connect WhatsApp or your phone number, then text your SuiteCRE agent from WhatsApp or iMessage. Move a deal, add a contact, log the call you just finished, or set a reminder without opening the app. Each request counts as one AI message toward your plan's allowance.

Who can see my data?

Only you. Every record is isolated to your account at the database layer, not just in application code, so a request cannot return another account's rows even if something asks it to. The AI features only ever read the account making the request, and buyer chat is limited to a single listing and its documents. The security documentation has the full picture.

How does the trial work?

New accounts get 14 days. Trials are one per account and cannot be restarted by re-subscribing. Nothing is deleted when a trial ends. The account becomes read-limited until you pick a plan, and everything is there when you come back.

Questions about billing or AI usage? See the pricing FAQ →

SuiteCRE

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.

Start your free trialBook a demo