The deal pipeline CRE was waiting for
Track every acquisition, disposition, and tenant rep deal in one place — with the views, alerts, and collaboration tools your team actually uses.
- Kanban, table, calendar, and card views
- Critical date alerts (LOI, PSA, financing contingency, closing)
- Multi-property support — one deal, multiple sites
- Team membership with role-based permissions
Pipeline tooling, not generic CRM
Customizable stages
Define your own pipeline stages. Drag deals across the kanban or update inline in the table view.
Critical date tracking
Auto-generate task lists from deal milestones. Get email reminders before LOI expirations and contingency deadlines.
Tasks & documents
Attach documents to specific deal tasks. Track who owns what without a separate project tool.
Team & permissions
Add team members with deal-specific roles. Sensitive deals stay private to the assigned team.
Pipeline analytics
Deal velocity, conversion rates, and weighted pipeline value — all live, no manual exports.
Smart notifications
@mentions, status changes, and date reminders surface in a unified activity feed.
Frequently Asked Questions
Is this different from a generic CRM like Salesforce?
Yes. NexDeal's pipeline is built around CRE deal milestones (LOI, PSA, financing contingency, closing) rather than a generic sales funnel — and it integrates with proforma modeling, lease abstraction, and portfolio management.
Can I track multi-property deals?
Yes. Deals support multiple property types via a tabbed interface, with distinct field sets for retail, multifamily, industrial, etc.
How do team permissions work?
Each deal has its own team membership table with role-based permissions. Sensitive deals can be marked private, restricting visibility to assigned team members only.
Ready to see Deal Pipeline in action?
Start a free trial — no credit card required. Founding Member pricing locks in $299/mo for life.