CRM for Commercial Real Estate Brokers

• The problem

  A tenant's lease expiration sits in a spreadsheet nobody opens until the tenant has already renewed.

  In Kompot.ai

  Keep the lease expiration date, the square footage and the current building as custom fields on the tenant. A scheduled workflow creates a call task well ahead of expiry for the broker who holds the relationship.

• The problem

  A requirement came in months ago and you cannot recall what the tenant said about parking and ceiling height.

  In Kompot.ai

  Calls through your connected number are recorded and transcribed on the contact, next to emails and meeting notes. Size, use, submarket and move-in date sit in fields, so the requirement reads the same whoever opens it.

• The problem

  The LOI went to the landlord's side and the deal has sat in waiting ever since.

  In Kompot.ai

  The opportunity moves through stages you define — requirement, tours, LOI, lease negotiation, signed. The board shows the deals that have not moved, and a dated task on each one says who chases whom next.

• The problem

  An investor wants the rent roll, and you need a signed confidentiality agreement first.

  In Kompot.ai

  Send the NDA from a template with the property name and the buyer's entity merged in. Several signers sign by link, the audit trail records each one, and you release the offering package once the PDF is on the contact.

• The problem

  A suite is toured by several prospects and nobody remembers who saw it and what they objected to.

  In Kompot.ai

  Tours go on the shared calendar, synced with Google Calendar, and the note after each tour stays on the prospect's record. Before you report to the landlord you read those notes instead of reconstructing them.

What you keep on record

Tenant requirements

Square footage, use, submarket, budget, move-in date and decision makers as custom fields on the tenant.

Lease expirations

Current building, lease end date and renewal option notice date on the contact, driving the scheduled reminders.

Deal documents

LOIs, NDAs and commission agreements as documents with signers and an audit trail; surveys and proposals as files.

Owners and listings

Each landlord with their buildings, available suites and asking terms in fields and notes on the contact.

Questions owners ask

Is it built for deals that take a year or longer?

Yes. An opportunity stays in its stage as long as the deal needs, with dated tasks, notes and the whole conversation history behind it. A deal picked up after a quiet season reads from the start, even for a broker who joined later.

Does it pull listings or comps from the MLS or listing services?

No. There is no MLS or listing-service connection and no comps database. You keep buildings, suites and asking terms on contacts and opportunities, and use the system for relationships, deal stages, documents and follow-up.

Can I keep landlords, tenants and the people at each company?

Yes. Contacts hold customers, partners and suppliers with any custom fields you add: role, company, building, who decides. Each person's calls, emails and meetings stay in their own history.

Can I import my tenant list with lease expiration dates?

Yes. Contacts import from CSV or Excel together with your custom fields, including lease end dates. On the Business plan we migrate the data for you.