One connected operating system for commercial real estate brokerage
Unlike generic CRMs built around reporting and manual entry, DealMerge connects deals, properties, leases, contacts, and workflow so brokers can get answers faster, surface matches sooner, and keep every deal moving.
Start from flyers, leases, notes, and email — not empty fields.
14-day free trial • No credit card required • Full access
Deal file — No. 142
Vertex Capital Acquisition
500 Brickell Ave · Miami, FL
Activity
Connected: Contact · Property · Lease · Forecast
New buyer matches 500 Brickell criteria
Follow-up call with Michael Chen
Ask about any property, lease, owner, or tenant in seconds
See rollover, WALT, and revenue at risk in one view
Match listings, requirements, and demand across richer criteria
Capture notes, tasks, and follow-up in the same workflow
01Overview
More than a generic CRM — and less rebuild work
Built for
CRE brokers
CRE records, analytics, and daily work — together.
Most CRMs were built to help companies track activity. DealMerge was built to help brokers do the work — with native analytics that start from the materials and conversations already driving the deal.
02The Problem
Where deal context falls apart
CRE data is everywhere.
Useful deal context is not.
Brokers work across scattered notes, offering materials, lease documents, rent rolls, inbox threads, and disconnected CRM records. The issue is not just where data lives. It's that very little of it stays connected in a way that helps a broker answer quickly, think clearly, and move a deal forward.
Fragmented data means fragmented workflow.
Relationship history in one place
Property analytics in another
Critical dates and economics stay buried
In PDFs and spreadsheets
Market knowledge gets trapped
In inboxes, call notes, and memory
Deal context gets lost
Between systems and teammates
03Onboarding
No blank-slate setup
Start with what you already have
You don't need to rebuild from scratch. Import existing data, keep your history, and get working.
01
Import existing contacts, properties, leases, and deals
Bring in the records you already have instead of rebuilding from zero.
02
Keep activity attached to the right records
Notes, meetings, follow-up, and workflow stay tied to the right people, properties, and opportunities.
03
Work with structure and control
Shared data, permissions, and structured views make collaboration easier without losing clarity.
04In Practice
A normal day, with the data attached
How it works, in practice
Prepare for a meeting, review a lease, or build a forecast — with the right data already attached.
Linked records by design
Properties, leases, contacts, notes, deals, and activity stay tied together.
Retrieve the right data instantly
Pull lease terms, rollover, WALT, notes, and relationship history in seconds.
Move from data to action
Turn what you find into notes, tasks, opportunities, or forecast updates.
One property view
See records, activity, and next steps tied to a property in one place.
05The Difference
Side-by-side
Generic CRMs track activity.
DealMerge runs the deal.
Generic CRMs were built around sales pipeline reporting. DealMerge was built for CRE brokers who need records, analytics, and workflow that actually work together.
Built for sales teams first
Built for CRE brokers
Contacts and activity are the core model
Deals, properties, leases, contacts, and activity link by design
Property and lease data live in add-ons
Property analytics, lease tracking, and matching are native
Workflow requires manual stitching
Notes, tasks, follow-up, and handoffs stay attached
AI sits on fragmented data
AI works across the full brokerage record
06Matching
Supply meets demand
DealMerge doesn't just store requirements. It matches them.
When a listing, requirement, or availability enters the system, DealMerge surfaces likely fits across buyers, tenants, and landlords — based on saved criteria, property attributes, and past activity.
Richer matching criteria
Match on asset type, location, size, price, occupancy, clear height, docks, frontage, year built, sprinklers, parking, and more.
Two-way match alerts
See when a new listing fits active demand, when a requirement matches known supply, or when an availability lines up with live search criteria.
Intelligence before outreach
Move from match to action with relationship history, last touch, and relevant property detail already attached.
Buyer matches
3 matches
New listing
500 Brickell Ave
Class A Office · Miami · 215,000 SF · $42.5M
07Workflows
From flyer to closed deal
Built for the way brokers actually work
From a flyer to a follow-up call to a closed deal — here's how it works.
01
Listing / Requirement / Availability → Match → Outreach
- 1Ingest the flyer, OM, or requirement
- 2Create the opportunity or record once
- 3Surface relevant supply or demand
- 4Launch targeted outreach
Outcome
Turn market data into structured opportunity
02
Meeting Prep → Conversation → Follow-Up
- 1Pull notes and relationship history
- 2Review related property, lease, and deal data
- 3Walk into the call prepared
- 4Log next steps right after
Outcome
Walk into every meeting with full context
03
Lease / Rent Roll → Rollover Data → Opportunity
- 1Process the lease or rent roll
- 2Surface key dates, economics, and tenant detail
- 3See upcoming rollover, WALT, and revenue at risk
- 4Turn timing into opportunity, workflow, or forecasting input
Outcome
Turn lease data into pipeline and property insight
04
Call / Note → Task → Team Handoff
- 1Capture the conversation once
- 2Link it to the right records
- 3Assign follow-up without losing detail
- 4Keep execution moving across the team
Outcome
Capture the substance, not just the task
08Assistant
Works on linked records
An assistant that works inside your deals
Not just a chatbot. The DealMerge Assistant retrieves details, creates records, updates workflow, and moves work forward — all from natural-language prompts.
Retrieve information across records
Surface history, notes, relationships, lease detail, and deal status without jumping between screens.
Create and update structured work by asking
Turn natural-language prompts into opportunities, tasks, notes, record updates, and next steps.
Learn and model as you work
Ask what an assumption means, update it by asking, or use the assistant to deepen forecasting work over time.
The assistant is only this useful because the underlying brokerage data is actually linked together.
DealMerge Assistant
Quick help while you work
Try asking
09Team
One shared deal picture
Shared deal context across the team
Everyone works from the same deal picture — not scattered inboxes, notes, and memory.
Industrial Acquisitions · Team workspace
3 members
Roster
Sarah C.
Lead broker
Mike T.
Associate
James K.
Analyst
Shared resources
Recent activity
Sarah assigned task to Mike
2 hours ago
Mike shared Riverside Center
1 day ago
James completed LOI review
1 day ago
Pinned note
Deal Strategy
Target close Q2. Seller motivated — key contact is CFO, not the broker.
Sarah · 3 days ago
Shared working information
Everyone works from the same notes, activity, and deal history.
Cleaner handoffs
Move work between teammates without rebuilding context.
Flexible visibility
Control who sees what across contacts, deals, and records.
Better delegation
Assign work with the full background attached.
10Platform
One system of record
Everything brokers need, in one place
Contacts, properties, leases, deals, tasks, matching, AI, and forecasting — with the depth brokers actually need.
Property Record
Linked properties with deal and contact context
Import what you already have
Bring in existing contacts, properties, leases, and deals instead of rebuilding from zero.
Activity stays attached
Notes, meetings, follow-up, and workflow stay tied to the right people, properties, and opportunities.
Structure and control
Shared data, permissions, and structured views make collaboration easier without losing clarity.
11Analytics & Forecasting
From lease data up
From lease data to property analytics and forecasting
See rollover, WALT, occupancy, and revenue at risk — then layer in forecasting detail as the deal matures.
Riverside Business Center
Class A Industrial · Dallas · 125,000 SF
91.6% occupied
Annual Rent
$1.72M
Avg PSF
$14.85
WALT
3.2 yrs
Revenue at Risk
$412K
Rent roll
| Tenant | SF | Rent/SF | Expires | Status |
|---|---|---|---|---|
| Summit Logistics | 42,000 | $15.25 | Feb 2029 | Active |
| Precision Parts Co | 28,000 | $14.50 | Aug 2026 | Expiring |
| Atlas Distribution | 26,500 | $14.00 | Jul 2030 | Active |
| Vacant | 10,500 | — | — | Vacant |
Rollover view
24%
Rolling next 12 mo
28,000 SF · $412K at risk
Lease expiration timeline
Precision Parts Co
28,000 SF · $406K/yr
Rent roll to property view
Rollover risk at a glance
Revenue at risk and WALT
Shared with the deal team
Run your brokerage on one connected operating system
Built for brokers who want more than a generic CRM.
12FAQs
Everything you need to know
Frequently asked questions
01What makes DealMerge different from a generic CRM?
Generic CRMs were built for sales teams. DealMerge was built for CRE brokers — with properties, leases, deals, and relationships linked together, plus native matching, forecasting, and AI that actually understands brokerage work.
02Can I import my existing data?
Yes. Bring in your contacts, properties, leases, and deals. You don't have to start from scratch.
03Does DealMerge sync with email and calendar?
Yes. Sync your email and calendar so notes, meetings, and follow-ups stay attached to the right contacts, properties, and deals.
04What can the AI assistant do?
Retrieve information across your records, create notes and tasks, surface relevant context, and turn natural-language questions into real workflow updates.
05Does DealMerge include forecasting?
Yes. See rollover risk, WALT, revenue at risk, and occupancy — then layer in deal-level forecasting as opportunities mature.
06How does matching work?
When a listing, requirement, or availability enters the system, DealMerge surfaces likely fits across buyers, tenants, and landlords based on saved criteria and past activity.
07How does the free trial work?
Full access for 14 days. No credit card required. Import your data and use every feature.
08What happens after my trial ends?
Pick the plan that fits and keep going. Your data and setup carry over — nothing to rebuild.
09What pricing plans are available?
Core, Pro, and Enterprise. All plans include the full platform; higher tiers add more sync accounts, deeper forecasting, and team controls.
10Is my data secure?
Yes. DealMerge uses encryption in transit and at rest, role-based permissions, and secure infrastructure. Enterprise plans add SSO and admin controls.
Have a different question? We're happy to help.
Contact sales