Commercial Real Estate Deal Tracker

This app may be installed on an Office 365 “For Business” site or any SharePoint installation that is running SharePoint 2013 with Access Services turned on.

This app helps commercial real estate brokers and investors organize their contacts, deal pipeline and marketing campaigns. Here’s what you can do:

Organize your personal and institutional relationships

The network of people you know is the most important part of your business. Centralize this information in one place so that your team can collaborate, and you don't have to juggle multiple lists.

Track your deal pipeline

Organize what you know about upcoming deals and the companies involved. Maintain a complete history of the deals you care about and the expected fee revenue.

Build deal marketing campaigns

It takes lots of phone calls and emails to many different companies to find the right partner for your deals. Use campaigns to organize these activities across your team. You can quickly build a list of companies to call based on their investment criteria, and get a list of email addresses for sending blast messages.

Customize in Access 2013

Want to add a field to track something you care about? You can easily customize this app using Access 2013. Just click 'Customize in Access' after installing it to get started.