Transform your CRE deal flow with intelligent, feature-rich software
Built-in features to supercharge your deals
Every tool you need to streamline processes, boost collaboration, and drive more effective client interactions—all in one place.
01
Intelligent contact management
Keep every lead at your fingertips without tedious data entry.
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Seamless sync: Automatically update and synchronize your contact list across all integrated platforms.
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Instant import: Drag and drop contact lists—our AI scans, categorizes, and uploads them in seconds.
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Easy organization: Sort contacts by type (buyer, seller, investor, etc.) and find exactly who you need in moments.
02
Comprehensive lead management
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Effortless assignment: Link the right contact to the right lead in just a few clicks.
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Real-time tracking: Monitor every conversation and activity so you always know your next move.
Turn potential opportunities into closed deals with greater visibility.
03
Dynamic pipeline management
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Full visibility: Track progress from initial pitch to signed contract without losing a single detail.
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Custom views: Filter your pipeline by deal stage, property type, or closing date to prioritize effectively.
Maximize your focus by seeing exactly where each deal stands.
04
Advanced auto-match technology
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Precision targeting: Capture key criteria—purchase price, property size, cap rate—and let our AI do the matching.
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Optimized outreach: Focus on the leads with the highest match percentage for a more efficient close.
Stop chasing mismatched leads—match clients with precise opportunities.
05
Customizable dashboards & integrated forecasting
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Personalized views: Centralize your contacts, leads, portfolios, and more into one intuitive layout.
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Instant insights: Quickly view must-know data like rent roll, NOI, and forecasted revenue for smarter decision-making.
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Widget flexibility: Drag, drop, and resize widgets to fit the way you work best.
Stay on top of critical metrics without juggling multiple tools.
06
Smart notes
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Quick entry: Attach notes directly to contacts or leads as you work, ensuring no crucial detail slips through the cracks.
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Easy search & filter: Locate any note by keyword, date, or contact—saving you hours of backtracking.
Capture insights the moment they happen.
07
Proactive system notifications
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Stay alert: Automated reminders for lease expirations, contract deadlines, and more.
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Never miss a beat: Get notified when it’s time for critical follow-ups or deal milestones.
Stay one step ahead at all times.
08
Collaborative deal teams
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Tailored sharing: Create secure, customized deal teams to share only relevant data.
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Integrated data: Share Contacts, Leads, and Portfolios easily through team dashboards for real-time collaboration.
Keep everyone aligned and up to speed, even on complex transactions.
09
Drag-and-drop document handling
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Effortless scanning: Upload lease documents, brochures, and more with simple drag-and-drop functionality.
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Automated workflows: Auto-generate rent rolls and forecast data the moment new documents arrive.
Eliminate busywork and let DealMerge do the heavy lifting.
10
AI-powered DealMerge assistant
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Instant queries: Ask for current NOI, upcoming lease expirations, or contact details—get answers in seconds.
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Robust support: Access in-app knowledge panels and resources to make swift, data-backed decisions.
Your instant research partner, available 24/7.