AI TOOL PROFILE

DealMerge: Commercial Real Estate CRM & Brokerage Software

DealMerge helps commercial real estate brokers organize contacts, properties, and leases. It is designed for teams that need native property analytics and matching between listings and requirements.
  • Real Estate
  • CRM
  • Commercial real estate brokers
  • CRE agencies
  • Industrial real estate teams
  • Brokerage operations managers

Pricing

Plans start at $99 per user per month for the Core tier, with a Pro plan at $159 per user per month. Enterprise pricing is custom.

At a glance

Best for
Commercial real estate brokers, CRE agencies, Industrial real estate teams, Brokerage operations managers
Key use cases
Listing and Requirement Matching, Lease Rollover Analysis, Meeting Preparation, Team Deal Handoffs
Integrations
Email sync, Calendar sync
Visit DealMergeDealMerge software interface screenshot

How AI is used

DealMerge is a CRM and brokerage platform built for the commercial real estate (CRE) industry. The platform centers its data model around properties and leases, linking contacts, notes, and deal activity to specific assets.

The software is designed for CRE brokers and agencies that manage property data such as rent rolls and lease expirations. It supports the process of matching buyer or tenant requirements with available listings using CRE criteria like clear height, docks, and asset type.

Buyers should confirm which pricing tier fits their team size, as some features like advanced forecasting and expanded email sync are available on higher-priced plans. The platform includes an AI assistant to help retrieve information across connected records.

Key Features

  • Intelligent Matching

    Matches listings, requirements, and availabilities based on attributes like asset type, location, size, and price.

  • Property Analytics

    Supports views of Weighted Average Lease Term (WALT), rollover risk, and revenue at risk from connected lease data.

  • Lease Tracking

    Connects rent rolls and lease documents to property records to track dates and economics.

  • AI-Powered Assistant

    A tool that retrieves information across records and supports turning natural-language prompts into tasks or notes.

  • Forecasting Tools

    Supports brokerage forecasting, with different levels of complexity available across pricing tiers.

  • Team Collaboration

    Shared workspaces with permissions and visibility controls for deal history and notes.

Use Cases

  • Listing and Requirement Matching

    Connecting new listings with active buyer or tenant demand based on specific property attributes.

  • Lease Rollover Analysis

    Using rent roll data to identify upcoming lease expirations and assess revenue at risk.

  • Meeting Preparation

    Pulling relationship history, property details, and recent deal activity before client calls.

  • Team Deal Handoffs

    Sharing deal context, notes, and tasks across team members.

Integrations

  • Email sync
  • Calendar sync

FAQ

How is DealMerge different from a standard CRM?

DealMerge is built specifically for CRE, meaning property and lease data are core connected records rather than custom fields.

Does DealMerge offer a free trial?

Yes, it provides a 14-day free trial with full access to features and no credit card required.

What are the pricing tiers for DealMerge?

Pricing starts at $99/user/month for the Core plan and $159/user/month for the Pro plan, with custom pricing for Enterprise firms.

Can you import existing data into DealMerge?

Yes, the platform supports importing existing contacts, properties, leases, and deal data.

Source category: Real Estate

Source subcategory: CRM

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