DealMerge Commercial real estate CRM and brokerage software built for CRE brokers and teams. Website: https://www.dealmerge.com Pricing: https://www.dealmerge.com/pricing Privacy: https://www.dealmerge.com/privacy Terms: https://www.dealmerge.com/terms Start free trial: https://app.dealmerge.com/sign-up Book a demo: https://meetings.hubspot.com/jcrowley9/live-demo Summary DealMerge is commercial real estate brokerage software built around the way brokers actually work. It connects contacts, companies, properties, units, leases, leads, deals, notes, tasks, documents, matching, and forecasting in one system. It is designed for brokers who start from flyers, brochures, leases, rent rolls, notes, email, and conversations rather than rebuilding the same information inside a generic sales CRM. Who it is for - Commercial real estate brokers - Brokerage teams handling listings, requirements, availabilities, and active deals - Firms that need property, lease, relationship, and deal workflow in one system - Teams that want AI, analytics, and matching on top of structured brokerage data What makes DealMerge different - It is built for commercial real estate brokerage instead of generic sales pipeline reporting. - Properties, leases, units, and property analytics are native records rather than side objects or add-ons. - Workflow stays attached to the right records, including notes, meetings, tasks, follow-up, and handoffs. - Matching between listings, requirements, availabilities, and leads is a core workflow. - AI works across connected brokerage records instead of fragmented notes and custom fields. - The product emphasizes simple, low-friction data entry so brokers can move from source material to structured records quickly. - Permissions and collaboration are granular, so users can share specific records or workspaces with the right teammates without exposing everything. Core records - Contacts and companies - Properties and units - Leases and lease economics - Leads for active prospecting and matching - Deals and opportunities - Notes, tasks, meetings, and activity history - Documents and extracted source materials - Forecasting inputs, assumptions, and property analytics Core workflows - Listing, requirement, or availability ingestion followed by matching and outreach - Building and property information can be created from source materials such as brochure and flyer scanning - Lead tracking for prospecting, qualification, and follow-up - Converting a lead into a separate deal record when negotiation starts - Meeting preparation using notes, relationship history, related property data, and active deal context - Lease and rent roll processing that turns dates and economics into rollover visibility and opportunity - Call or note capture that becomes structured follow-up, tasks, and team handoff - Property-level review of occupancy, WALT, revenue at risk, and expiring leases - Forecast setup and refinement for leasing assumptions, growth assumptions, and reimbursement structures Key product capabilities - CRM for CRE relationships, activity, and brokerage records - Property, unit, lease, and deal records that stay linked by design - Simpler data entry workflows that start from the materials brokers already have - Email sync - Calendar sync - AI chat and assistant workflows - AI extraction from documents and brokerage materials - Full agent-style assistant support embedded across the workflow - Lead and requirement matching - Automatic matching across all accessible leads based on saved criteria and building information - Prospecting workflows that let brokers track leads before they become active deals - Separate deal records for negotiation and active deal execution - Custom stages in both the lead pipeline and the deal pipeline - Portfolio and property analytics - Forecasting support, from lighter workflows to advanced and custom setups - Leasing profiles - Growth assumptions - Reimbursement structures - AI actions and workflow updates - Custom pipelines - Collaboration and permissions - Granular record and team sharing controls - Document storage - Onboarding and migration support - API and integrations on higher tiers Operational detail DealMerge is intended to reduce duplicate data entry and context switching. A broker should be able to move from a document or conversation to a property, lease, deal, or follow-up action without rebuilding the same information across separate tools. The product focuses on easy data entry and clean structure so teams can capture useful detail without turning the workflow into administrative overhead. The product is designed so that retrieval, analytics, workflow, and collaboration all rely on the same underlying brokerage record. Matching and pipeline detail DealMerge continuously works through the leads a user can access and compares them against the criteria stored in the system. Matching can use building and property information already in the record, including information created from brochure or flyer scanning. Teams can use leads for prospecting and qualification, then move those opportunities into a separate deal record when negotiation begins. This keeps early-stage prospecting and active deal execution distinct while still connected. Both lead workflows and deal workflows can use custom stages so each brokerage team can reflect its own process. AI and automation detail The DealMerge Assistant is meant to retrieve information, explain assumptions, create records, update structured work, and help move deals forward from natural-language prompts. It is positioned as a full agent assistant integrated throughout the product flow rather than a separate chat surface. It can help with record creation, updates, retrieval, workflow progression, and follow-up across the connected system. Because the assistant works on top of linked CRM, property, lease, and deal data, it is more useful than a generic chatbot placed beside disconnected records. Analytics and forecasting detail DealMerge supports lease rollover visibility, occupancy, WALT, revenue-at-risk review, and broader property and portfolio analysis. Forecasting can be lightweight for smaller teams or more advanced and customizable for firms with more complex requirements. Forecasting support includes leasing profiles, growth assumptions, and reimbursement structures, with an emphasis on keeping setup understandable and practical rather than overly complex. Collaboration and permissions detail DealMerge supports collaboration across brokerage teams while keeping visibility controlled. Users can share only what they want at a specific record level or with a broader team context when collaboration should be easier. This is intended to make handoffs, delegation, and shared execution easier without forcing every record to be globally visible. Pricing snapshot - Core: $99 per user per month for individual brokers and lean teams - Pro: $159 per user per month for active brokers and growing teams - Enterprise: custom pricing for firms with advanced needs Pricing can change over time; see the pricing page for the current public presentation. Public website pages - Home: https://www.dealmerge.com/ - Pricing: https://www.dealmerge.com/pricing - Privacy Policy: https://www.dealmerge.com/privacy - Terms of Service: https://www.dealmerge.com/terms Brand and positioning DealMerge positions itself as commercial real estate brokerage software rather than a generic CRM. The product message centers on connected brokerage data, faster answers, better matching, stronger property and lease visibility, and workflow that helps brokers execute real deals.