Contacts, Companies & Leads

    A CRM that actually understands CRE

    Stop forcing Salesforce into a CRE workflow. NexDeal's CRM connects contacts, companies, leads, and activities to your deal pipeline, properties, and tenants out of the box.

    • Contacts, companies, and leads with auto-linking to deals
    • AI contact and company enrichment
    • Activity timeline (calls, meetings, emails) per record
    • Target & prospect tracker that auto-connects to deals
    CRE CRM screenshot

    Purpose-built for CRE relationships

    Unified contacts

    One contact record powers your CRM, deal team, lease tenant, and investor list — no duplicate entry.

    Company intelligence

    Track parent/sub structures, tenant rosters, and deal counterparties at the company level.

    Targets & prospects

    Build target lists for tenant rep or acquisitions. Auto-connect hook links targets to active deals as they evolve.

    Activity timeline

    Calls, meetings, emails, and notes — all on one timeline per contact, company, or deal.

    NexAI enrichment

    Look up missing contact details, enrich company profiles, and surface related news with one click.

    Built-in collaboration

    Slack-style channels per deal, @mentions, file sharing, and direct messaging — no separate tool needed.

    Frequently Asked Questions

    Why not just use Salesforce or HubSpot?

    Generic CRMs require heavy customization to match CRE workflows (LOI cycles, tenant rep, JV structures). NexDeal ships with these models out of the box and connects them to underwriting, lease abstraction, and portfolio management.

    Can I import existing contacts?

    Yes. CSV import is supported, and the .nex JSON standard makes it easy to migrate from other NexPlatform tools.

    How does target/prospect auto-linking work?

    When a target's company or contact appears in a deal, available space, or property, the auto-connect hook surfaces the relationship without manual linking.

    Ready to see CRE CRM in action?

    Start a free trial — no credit card required. Founding Member pricing locks in $299/mo for life.