A CRM platform for Business Brokers to boost productivity, save time and dominate competitors.
Features and Benefits
Keep Deals Moving
- Designed to maintain momentum between agents, buyers, and sellers.
- Shorten your sales and deal cycles and close more transactions in less time.
- Real-time alerts and dashboards ensure nothing slips through the cracks.
Automate and Simplify
- Automate repetitive admin and documentation — from NDAs to Heads of Agreement.
- Smart task queues automatically prioritise what matters most.
- Reduce back-office workload so you can focus on revenue-generating activity.
One Dashboard, total control
- View every lead, listing, deal, and task in one visual dashboard.
- Track progress, identify bottlenecks, and keep your pipeline clear.
- Activity reports and predictive metrics help you take action before problems arise.
Marketing and Lead Generation
- Capture more leads with advanced webforms and geo-targeted campaigns.
- Run smart drip campaigns to nurture relationships automatically.
- Manage listings, advertising, and marketing campaigns directly from within the platform.
Streamlined Service Delivery
- Customisable deal checklists reduce errors and keep complex processes on track.
- Produce professional documents 80% faster — branded, compliant, and client-ready.
- Automatically generate Information Memorandums, Fact Finds, and agreements with one click.
Smarter Sales and Client Management
- Segment clients by key metrics (revenue, location, deal stage, etc.) for targeted follow-up.
- Pre-built email and task templates save hundreds of hours.
- Predictive analytics show where future settlements are tracking, not just past performance.
Collaboration and Client Experience
- Secure portals for buyers and vendors provide real-time updates on each deal.
- Multi-office functionality supports single agents, franchises, or entire networks.
- Keep communication consistent, transparent, and beautifully branded.
Future-Proof Flexibility
- Fully configurable — customise dashboards, workflows, and automation rules.
- Built natively on Salesforce for unmatched scalability, security, and integration options.
- Extend functionality with add-ons and integrations as your business grows.