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
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
What you can do
Retrieve, match, analyze, and follow up — without switching tools.
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
Built for CRE brokers
More than a generic CRM — and less rebuild work
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.
The problem
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
Start with what you already have
You don't need to rebuild from scratch. Import existing data, keep your history, and get working.
Import existing contacts, properties, leases, and deals
Bring in the records you already have instead of rebuilding from zero.
Keep activity attached to the right records
Notes, meetings, follow-up, and workflow stay tied to the right people, properties, and opportunities.
Work with structure and control
Shared data, permissions, and structured views make collaboration easier without losing clarity.
How it works
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.
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.
Generic / Adapted CRM
DealMerge
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
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
Intelligent matching
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.
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
From a flyer to a follow-up call to a closed deal — here's how it works.
Listing / Requirement / Availability → Match → Outreach
Turn market data into structured opportunity
Meeting Prep → Conversation → Follow-Up
Walk into every meeting with full context
Lease / Rent Roll → Rollover Data → Opportunity
Turn lease data into pipeline and property insight
Call / Note → Task → Team Handoff
Capture the substance, not just the task
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.
Quick help while you work
Prep me for my meeting with Michael Chen 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
Shared deal context across the team
Everyone works from the same deal picture — not scattered inboxes, notes, and memory.
Industrial Acquisitions
Active team workspace
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.
Platform
Everything brokers need, in one place
Contacts, properties, leases, deals, tasks, matching, AI, and forecasting — with the depth brokers actually need.
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.
Property Analytics & Forecasting
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
Annual Rent
$1.72M
Avg PSF
$14.85
WALT
3.2 yrs
Revenue at Risk
$412K
Rolling next 12 mo
28,000 SF
$412K at risk
Lease Expiration Timeline
Precision Parts Co
Run your brokerage on one
connected operating system
Built for brokers who want more than a generic CRM.
14-day free trial • No credit card required • Full access
Frequently asked questions
Everything you need to know about DealMerge
Have a different question? We're happy to help.
Contact sales