Purpose-built for commercial real estate brokers

Turn scattered CRE data into connected CRE intelligence

Built from the ground up for commercial real estate, DealMerge connects relationships, properties, leases, and deals so brokers can move faster, stay organized, and act with better context.

Michael Chen

Principal at Vertex Capital

3 active deals
Last contact: 2 days ago

500 Brickell Ave

Class A Office • Miami

215,000 SFActive Listing

Vertex Capital Acquisition

500 Brickell Ave • $42.5M

LOI Signed

Recent Activity

LOI submitted to seller

Today at 2:30 PM

Property tour completed

Yesterday

Due diligence docs requested

3 days ago

Connected

Michael Chen500 Brickell3 Documents

Upcoming Tasks

Follow up with Michael
Send updated financials

Assistant

"Prep me for my meeting with Michael tomorrow"

Lead Match

New buyer match for 500 Brickell listing

Built for modern CRE teams
Designed for brokers who need more than a generic CRM
One connected system for brokerage workflow

Brokerage work is scattered by default

Every broker knows this pain. Your data lives everywhere except where you need it.

Notes in one place

Scattered across apps, emails, and notebooks

Deals in another

Pipeline lives separately from property context

Flyers in email

Market intel buried in your inbox

Leases in PDFs

Key dates trapped in static documents

Follow-ups in memory

Critical tasks slip through the cracks

Context outside CRM

Property intel never makes it to the deal

Knowledge with individuals

Team insights trapped with one broker

Calendar disconnected

Meetings without attached deal context

The result? Time lost searching, context lost switching, and opportunities lost waiting.

The Solution

What connected CRE intelligence actually means

Purpose-built for brokerage workflows, DealMerge links people, properties, leases, activity, and opportunities so the system actually helps you work.

Connect the full deal ecosystem

People, properties, leases, deals, and activity all linked together. Every record understands its relationships.

Turn stored data into usable context

When you open a deal, you see the full picture — history, relationships, documents, and next steps in one view.

Surface what matters faster

Stop searching. Let connected intelligence bring the right information to you at the right moment.

Give brokers a system they can work from

Not just storage — an operating system that helps you prioritize, execute, and close.

Most CRMs store data.

DealMerge connects it.

Typical

Adapted CRM

Built for generic sales teams, adapted for real estate
Tracks contacts and pipeline, but not properties or leases
Forces manual stitching between separate systems
Stores data in silos without surfacing useful context
DealMerge

Connected Operating System

Purpose-built for CRE broker workflows
Natively connects every record type in one system
PropertiesLeasesDealsContacts
AI assistant works across your entire workflow
MatchingForecastingTasks
Teams operate from one connected source of truth
PermissionsDocumentsActivity

Built from the ground up for brokerage workflows — not retrofitted from generic sales software.

Intelligent Matching

DealMerge doesn't just store requirements. It matches them.

When a new listing hits your desk, DealMerge instantly surfaces the buyers you already know who might be interested — based on their saved requirements, past activity, and connected relationships.

Automatic requirement matching

New listings are scored against buyer requirements you've captured — asset type, market, size, price range.

Proactive match alerts

Get notified when new listings match your buyers or when new buyers match your listings.

One-click outreach

Turn a match into action. Send targeted outreach directly from the match view.

Match Results
3 Strong Matches

Matching for

500 Brickell Ave

Class A Office • Miami • 215,000 SF • $42.5M

Michael Chen

Vertex Capital • Active buyer

94% match
Miami Office$30-50MClass A

Sarah Martinez

Blackstone RE • Active buyer

87% match
SE Office$40-60M

James Wilson

Meridian Partners • Past buyer

78% match

Workflows

Built for the way brokers actually work

See how connected CRE intelligence transforms your daily workflow.

Market Listing → Match → Outreach

1
Scan a new listing flyer
2
Create a sale lead
3
Match to active buyer demand
4
Launch targeted outreach

Turn market intel into opportunities faster

Meeting Prep → Follow-Up

1
Pull notes and history
2
Review property context
3
Walk into meeting prepared
4
Log next steps automatically

Never walk into a meeting blind again

Lease Intelligence → Opportunity

1
Process a lease document
2
Surface key dates
3
Flag upcoming expirations
4
Convert to leasing opportunity

Turn buried PDFs into pipeline

Post-Call Delegation

1
Log call context
2
Link relevant records
3
Assign task to teammate
4
Keep review loop connected

Keep work moving across the team

DealMerge Assistant

An assistant that works inside your brokerage workflow

Not just a chatbot. The DealMerge Assistant retrieves information, creates records, updates data, and moves workflows forward — because the underlying system is connected.

Retrieve information across all connected records
Create leads, deals, tasks, and notes by asking
Update records and move deals through stages
DealMerge AssistantActive

Prep me for my meeting with the owner tomorrow

Here's what I found for your meeting with Michael Chen:

Michael Chen

Principal at Vertex Capital • 3 active deals

500 Brickell Ave

LOI submitted • $42.5M

Recent Activity

5 notes • 3 calls • Last contact 2 days ago

Try asking:

Team Collaboration

Built for better team execution

Knowledge stays with the team, not trapped with one broker.

Granular permissions

Control who sees what — deal details, contacts, listings — with flexible visibility rules

Shared context

Everyone sees the same deal history, notes, and activity so nothing falls through cracks

Task delegation

Assign work with full context attached, not just a standalone to-do item

Smooth handoffs

Transition deals between brokers without losing history or context

Platform

One connected platform for brokerage work

Everything you need to manage deals, relationships, and workflow — connected in one system.

Contact & Activity
Property Record
Deal View
Lease Panel
Task Board
Assistant Panel
Match Tracker
Activity Feed

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.

Have a different question? We're happy to help.

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