Built for CRE

Run Your CRE Firm. Powered by AI.

Listing management, tenant relations, lease tracking, and deal pipeline — all in one platform designed for commercial real estate firms.

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CRM

Everything You Need to Grow Your Commercial Real Estate Firms

Purpose-built tools that work together seamlessly for commercial real estate firms.

Listing Management

Track available spaces with square footage, pricing, and tenant improvement details.

Tenant & Prospect CRM

Manage tenant relationships, prospect inquiries, and broker contacts.

Lease Management

Track lease terms, escalation schedules, option dates, and renewal negotiations.

Deal Tracking

Pipeline management from LOI through lease execution with commission tracking.

Property Management

CAM reconciliation, maintenance tracking, and tenant improvement coordination.

Portfolio Analytics

Occupancy rates, NOI, and lease expiration exposure — all at a glance.

Your Complete Commercial Real Estate Firms Toolkit

Every app included in your commercial real estate firms package, with the features that matter most.

CRM

AI-powered CRM that closes 3x more deals

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Visual Sales Pipeline

See your entire sales process at a glance with customizable pipeline stages. Drag and drop deals between stages, set deal values, and forecast revenue with confidence.

Unlimited custom pipeline stages
Drag-and-drop deal management
Weighted revenue forecasting
Pipeline velocity tracking

360-Degree Contact View

Every interaction, email, call, and note in a single timeline. Know your customers deeply and never ask them to repeat themselves.

Unified activity timeline
Email and call tracking
Custom fields and tags
Company and contact hierarchies

Sales Automation & Workflows

Automate repetitive tasks so your team focuses on selling. From lead assignment to follow-up sequences, let automation handle the busywork.

Auto lead assignment rules
Drip email sequences
Task creation triggers
Deal stage automation

Reports & Analytics

Track team performance, pipeline health, and revenue trends with real-time dashboards and custom reports.

Sales performance dashboards
Custom report builder
Win/loss analysis
Team leaderboards

Invoicing

Get paid 2x faster with AI-powered billing

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Estimates & Quotes

Create professional estimates, send for client approval, and convert to invoices with one click -- preserving every line item.

Recurring Invoices & Stripe Subscriptions

Auto-generate invoices on schedule with Stripe subscription sync, next-due tracking, and generation history.

Credit Notes & Retainers

Issue credit notes linked to invoices, track customer credit balances, and manage retainer deposits with auto-apply.

Late Fees & Payment Reminders

Auto-calculate late fees (flat or %) after configurable grace periods and send automated payment reminders.

Time-to-Invoice

Pull Time Tracker entries by project and date range, group by client, and generate invoices with billable rates in one click.

Payment Plans & Installments

Split invoices into installment schedules with auto-generated reminders and Stripe auto-charge per payment.

Projects

Ship on time with Kanban, Gantt, and sprint planning

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Drag-and-Drop Kanban

Configurable columns per status, card previews with assignee/priority/due date, and drag-drop updates across boards.

Interactive Gantt Charts

Timeline view with task bars, dependency lines, critical path highlighting, drag-to-reschedule, and cascade date updates.

Sprint & Iteration Management

Sprint backlog from kanban, sprint planning, velocity tracking, burndown charts, and retrospective notes.

Workload & Capacity View

Per-member capacity planning across all projects showing allocated vs available hours with overallocation warnings.

Portfolio Dashboard

Multi-project roll-up view with health status (on track/at risk/behind), progress bars, budget summary, and owner filtering.

Task Automation Rules

When-then rules -- 'when completed, assign next dependent task' -- with triggers on status, assignee, and date changes.

Docs

Professional document creation

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Rich Text Editing

Full formatting options including styles, tables, images, and custom layouts.

Real-time Collaboration

Work together with your team with live cursors and instant sync.

Templates Library

Start quickly with professional templates for any document type.

Version History

Track all changes and restore any previous version instantly.

ESign

Close deals with legally binding e-signatures

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Visual Field Placement Canvas

Upload any PDF and place signature, initial, date, text, and checkbox fields with pixel-perfect precision. Assign fields to specific signers in multi-party workflows.

Drag-and-drop field placement
Per-signer field assignment
Custom field types (text, date, checkbox, dropdown)
Template field reuse across documents

Multi-Signer Workflows

Support sequential signing (one after another) or parallel signing (all at once). Set signing order, send reminders, and track completion status for every party.

Sequential and parallel signing order
Automatic signer notifications and reminders
Real-time signing status tracking
Delegation and reassignment support

Identity Verification & Compliance

Verify signer identity with email, SMS codes, or knowledge-based authentication. Meet legal requirements with notary seals, witness countersigning, and tamper-proof audit trails.

Multi-factor identity verification
Notary and witness seal support
SHA-256 tamper-proof audit trail
Certificate of Completion with full history

Bulk Send & CRM Integration

Send the same document to hundreds of recipients via CSV import. Merge fields auto-populate from your CRM data so every document is personalized.

CSV bulk send with merge fields
CRM data auto-population
Template library with reusable documents
Automatic CRM activity logging

Why Choose Deelo for Your Commercial Real Estate Firms?

See how Deelo's crm software compares to the most popular alternatives on the market.

Feature	Deelo CRM	Salesforce	HubSpot CRM	Pipedrive
Pipeline Management	Included	Included	Included	Included
Contact Management	Included	Included	Included	Included
Email Integration	Included	Included	Included	Included
Sales Automation	Included	Included	Included	Included
Built-in Invoicing	Included	Not included	Not included	Not included
Built-in Phone System	Included	Not included	Not included	Not included
50+ Integrated Apps	Included	Not included	Not included	Not included
No Per-User Add-ons	Included	Not included	Not included	Not included
Price	$19/seat/mo	$25-300/user/mo	$15-150/user/mo	$14-99/user/mo

Try Deelo Free for Commercial Real Estate Firms

Frequently Asked Questions

Everything you need to know about Deelo for commercial real estate firms.

Yes. Deelo CRM supports CSV import with field mapping, so you can bring over contacts, companies, deals, and notes from any system including Salesforce, HubSpot, and Pipedrive.

No. All plans include unlimited contacts, companies, and deals. There are no hidden caps or storage fees for your CRM data.

Yes. Send emails directly from the CRM and track opens, clicks, and replies. You can also set up automated email sequences for lead nurturing.

Yes, Invoicing is included free on all Deelo plans including the Free tier. You get unlimited invoices, estimates, and clients with no hidden transaction fees beyond standard Stripe processing.

Deelo includes invoicing plus 50+ other business apps (CRM, projects, time tracking, accounting) in one platform starting at $19/seat/month. FreshBooks charges $17-55/month for invoicing alone and requires separate subscriptions for CRM, project management, and other tools.

Yes, Projects is included free on all Deelo plans. There are no limits on the number of projects, tasks, or team members.

Deelo includes project management plus 50+ other apps (CRM, invoicing, time tracking, helpdesk) in one platform starting at $19/seat/month. Asana and Monday.com charge per-user fees for project management alone and require separate tools for CRM, invoicing, and more.

Yes. Deelo ESign complies with the ESIGN Act (US), eIDAS (EU), and other international e-signature laws. Every signature includes a timestamped audit trail with IP addresses and a SHA-256 hash for tamper detection.

All paid plans include unlimited document sends. The free trial also includes unlimited sends for 14 days so you can fully evaluate the platform.

Absolutely. Deelo's platform is purpose-built for commercial real estate firms with industry-specific tools including CRM, Invoicing, Projects, and more. Everything works together seamlessly so you can manage your entire business from one place.

Your commercial real estate firms package includes CRM, Invoicing, Projects, Docs, ESign -- plus access to 40+ other business apps. All apps are included on every plan, even the free tier.

Yes! Deelo offers a generous free plan that includes all apps with core features. You can run your commercial real estate firms operations without paying a cent. Paid plans start at $19/seat/month when you need advanced features, more storage, or AI credits.