CRE CRM
Connect brokers, agents, clients, contacts and organizations to the work they support.
Connected CRE operations
BrokerPlan replaces disconnected spreadsheets and point tools with one operating workspace for brokers, agents, clients and transaction teams.
Move from opportunity to close without rebuilding context between systems.
Connect brokers, agents, clients, contacts and organizations to the work they support.
Track stages, milestones, owners, approvals and activity from first contact through close.
Manage properties, spaces and listing lifecycle with controlled internal and external publishing.
Keep leases, proposals and supporting files connected to the exact project or property.
Coordinate assignments, deadlines, tours and follow-ups from one shared operating rhythm.
Surface current pipeline, priorities, risks and AI-assisted next actions from connected data.
Walk through your current workflow and see how BrokerPlan can connect the work from listing through close.