Turn scattered CRE data into connected intelligence
DealMerge connects relationships, properties, leases, and deals in one CRE-native system. Brokers can capture market intel faster, match opportunities instantly, and work from live property context instead of disconnected tools.
Not a generic CRM adapted for CRE. A connected brokerage platform built from the ground up for how brokers actually work.
Vertex Capital Acquisition
500 Brickell Ave • Miami, FL
Recent Activity
LOI submitted to seller
Today, 2:30 PM
Property tour completed
Yesterday
Due diligence requested
3 days ago
500 Brickell Ave
Class A Office
Michael Chen
Vertex Capital
New buyer matches 500 Brickell criteria
Follow up call with Michael Chen
The problem
CRE data is everywhere.
Usable intelligence is not.
Brokers work across scattered notes, property flyers, lease documents, inbox threads, and disconnected CRM records. The problem isn't just where data lives — it's that none of it is connected in a way that helps move a deal forward.
When your data is fragmented, your workflows are too.
Contacts live in one place
Property details in another
Lease terms stay buried
In PDFs and spreadsheets
Market intel gets trapped
In inboxes and call notes
Deal context gets lost
Between systems and teammates
The solution
What connected CRE intelligence actually looks like
DealMerge links people, properties, leases, activity, and opportunities — so brokers can stop stitching together context and start working from one connected system.
Connect the full deal ecosystem
Every record — contacts, properties, leases, deals — linked and contextual.
Turn data into deal context
History, relationships, and next steps visible in one view.
Surface what matters faster
Connected data brings the right information forward automatically.
Work from property intelligence
A foundation for matching, workflow, and forecasting.
Most CRMs store data.DealMerge connects it.
Generic CRMs were built to track sales activity. DealMerge was built for commercial real estate brokers who need relationships, properties, leases, deals, and market intel to work together in one connected system.
Generic / Adapted CRM
DealMerge
Built for sales teams first
Contacts and activity are the core record
Built specifically for CRE brokers
Properties, leases, contacts, deals, and activity connect by design
Property and lease data live in add-ons
Custom fields, disconnected modules, manual linking
Matching and intel are core features
Property intelligence and workflow actions built in
Workflows require manual stitching
Context gets lost across tools and handoffs
Context preserved across records and teams
Shared visibility means faster execution
AI layered on fragmented data
Limited insight without connected records
AI works across deeper CRE workflows
Connected data enables smarter automation
Built for sales teams first
Contacts and activity are the core record
Built specifically for CRE brokers
Properties, leases, contacts, deals, and activity connect by design
Property and lease data live in add-ons
Custom fields, disconnected modules, manual linking
Matching and intel are core features
Property intelligence and workflow actions built in
Workflows require manual stitching
Context gets lost across tools and handoffs
Context preserved across records and teams
Shared visibility means faster execution
AI layered on fragmented data
Limited insight without connected records
AI works across deeper CRE workflows
Connected data enables smarter automation
Intelligent matching
DealMerge doesn't just store requirements. It matches them.
When a new listing hits your desk, DealMerge surfaces buyers already in your network who may be a fit—based on saved requirements, past activity, and connected relationships.
Automatic requirement matching
Listings scored against buyer criteria—asset type, market, size, price.
Proactive match alerts
Get notified when a listing fits an active buyer or vice versa.
One-click outreach
Move from match to action with connected context and targeted follow-up.
Requirements + activity
New listing
500 Brickell Ave
Class A Office • Miami • 215,000 SF • $42.5M
Michael Chen
Vertex Capital • Active buyer
Sarah Martinez
Blackstone RE • Active buyer
James Wilson
Meridian Partners • Past buyer
Workflow examples
Built for the way brokers actually work
DealMerge connects the records, context, and next steps behind your daily brokerage workflow—so less falls through the cracks.
Listing → Match → Outreach
Turn market intel into opportunities faster
Meeting Prep → Follow-Up
Never walk into a meeting blind again
Lease → Expiration Opportunity
Turn lease data into pipeline
Call → Task → Team Handoff
Capture the context, not just the task
An assistant that works inside your brokerage workflow
Not just a chatbot. The DealMerge Assistant pulls context across properties, deals, contacts, leases, and activity—then helps brokers retrieve information, create records, and move workflow forward.
Retrieve context across connected records
Surface history, notes, relationships, and deal context without jumping between records.
Create leads, deals, tasks, and notes by asking
Turn natural-language prompts into structured records and next steps.
Update records and move workflow forward
Log follow-up, change deal stages, assign tasks, and keep execution moving.
The assistant is only this useful because the underlying brokerage data is actually connected.
Quick help while you work
Prep me for my meeting with the owner tomorrow
Here's your meeting prep for Michael Chen:
Michael Chen
Principal • Vertex Capital • 3 deals
500 Brickell Ave
LOI submitted • $42.5M
Recent Activity
Suggested next step:
Try asking:
Team collaboration
Built for better team execution
Deal context stays with the team, not trapped in one broker's inbox, notes, or memory.
Shared context
Everyone works from the same notes, activity, relationships, and deal history.
Smooth handoffs
Transition deals, tasks, and follow-up without losing the context behind them.
Flexible visibility
Control who sees what across contacts, listings, deals, and related records.
Better delegation
Assign work with the full background attached, not just a disconnected task.
Platform
One connected platform for brokerage work
Contacts, properties, leases, deals, tasks, matching, and assistant workflows. All connected in one system so brokers work from context, not disconnected tools.
Property Intelligence & Forecasting
From connected lease data to live property forecasting
DealMerge connects leases, rent rolls, and property records so brokers can surface rollover risk, understand revenue exposure, and work from forecast-ready property context.
Structured rent roll intelligence
Turn lease details into structured property data connected to the full property record.
Rollover and exposure visibility
Surface upcoming expirations, occupancy risk, and revenue at risk in one view.
Forecast-ready property context
Work from property views that support underwriting, marketing, and opportunity spotting.
Vertex Capital
400
15,000
$52
TechStart Inc
820
8,500
$48
Acme Corp
1200
22,000
$54
Meridian Partners
1500
35,000
$56
Revenue at Risk
$1.19M
SF Exposure
23,500
Proj. Occupancy
83%
Rollover Timeline
Vertex Capital
Suite 400 - 15,000 SF
$780K
Jun 2025
TechStart Inc
Suite 820 - 8,500 SF
$408K
Sep 2025
$1.19M exposure across 2 leases expiring within 12 months. Vertex Capital rolls first - consider early outreach.
Run your brokerage on connected CRE intelligence
The connected operating system designed for the way brokers actually work.
Free 14-day trial • No credit card required • Full access to all features
DealMerge FAQs: Pricing, AI, Forecasting, and CRE Workflow Software
Learn how DealMerge helps commercial real estate brokers manage contacts, properties, leases, leads, forecasting, and AI-powered workflows in one connected platform.
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