CREFlow IQ · EARLY ACCESS · PRIVATE BETA

The Intelligent CRM
Built for Commercial Real Estate

Capture every inquiry. Follow up intelligently. Close more deals.

CREFlow IQ turns listing inquiries into an organized, prioritized deal pipeline—helping commercial real estate teams respond faster, stay on top of follow-ups, and keep opportunities from going cold.

Built for brokers and CRE teams managing Sale & Lease inquiries.

app.creflowiq.com/dashboard

Good morning, Alex

12 leads need your attention

4

High Priority

5

Follow-ups Due

3

New Inquiries

Priority Follow-Up Queue

IQ ranked
  • MH

    Marcus Hale · Ridgeline Capital

    Westgate Industrial Park — Executed CA · Opened OM

  • PR

    Priya Raman · Northbeam Dental Group

    Crescent Medical Plaza, Ste 210 — Requested info · Viewed floorplan

  • DO

    Daniel Ortiz · Oakmont Holdings

    1450 Commerce Blvd Retail — Follow-up due today

  • LF

    Lena Fischer · Brightpath Logistics

    Harbor Point Flex Space — Downloaded due diligence

  • SB

    Samuel Brooks · Independent investor

    Maple Grove Shopping Center — No reply in 9 days

The problem

Your listings generate leads.
Your CRM should make sure they become conversations.

CRE teams receive inquiries through listing platforms, email, calls and more—but follow-up too often depends on inboxes, spreadsheets and individual memory.

Inquiries get buried

New prospects disappear into reports and inboxes.

Follow-ups get missed

Interested prospects cool off when nobody knows who needs attention next.

Pipeline visibility is limited

Teams struggle to see what happened after the initial inquiry.

How it works

Turn listing inquiries into an actionable deal pipeline.

01

Capture

Import listing inquiries and lead reports.

02

Organize

Automatically create and deduplicate leads, contacts and activities.

03

Prioritize

Surface the leads and follow-ups requiring attention.

04

Convert

Move opportunities through the Sale and Lease pipeline.

Product

Everything you need to keep CRE opportunities moving.

Lead Command Center

Start every day knowing exactly where to focus.

One view of every new inquiry, priority lead, follow-up due and stale opportunity—so you open the app and know what to do next.

  • New inquiries
  • Priority leads
  • Follow-ups due
  • Stale opportunities

18

New inquiries

+6 today

7

Priority leads

3 high-intent

11

Follow-ups due

4 overdue

9

Stale opportunities

No touch in 14d

Intelligent Follow-Up

Know who needs attention before opportunities go cold.

CREFlow IQ surfaces high-intent activity—executed CAs, opened OMs, info requests—and flags overdue follow-ups automatically.

  • High-intent signals jump the queue
  • Overdue follow-ups flagged
  • Stale leads resurfaced on schedule
IQ Next ActionUrgent

Call Marcus Hale about Westgate Industrial Park

Executed the CA and opened the OM twice in the last hour. No reply sent yet.

Call nowView inquiry

Priya Raman

Follow-up overdue by 2 days

For Lease

Samuel Brooks

No reply in 9 days — resurfaced

For Sale

CRE Deal Pipeline

Track every opportunity from inquiry to close.

Stages built for how CRE deals actually move, with Sale and Lease opportunities clearly distinguished.

  • Sale & Lease side by side
  • Stage-by-stage visibility
  • Shared view for your whole team

New

Harbor Point Flex

For Lease

Maple Grove SC

For Sale

Contacted

Crescent Medical

For Lease

Qualified

Westgate Industrial

For Sale

Tour / Meeting

Elm St Office

For Lease

Proposal / LOI

1450 Commerce

For Sale

Negotiation

Bayview Retail

For Lease

Won / Lost

Summit Plaza

For Sale

This isn't just another CRM.

Put intelligence behind every follow-up.

Priority IQ

Understand which inquiries deserve attention first.

Follow-Up IQ

Surface leads that need another touch.

Stale Lead IQ

Bring opportunities back before they disappear.

Pipeline IQ

Understand where deals are moving—or getting stuck.

AI-assisted recommendations keep your team in control.

Built for CRE

Your workflow isn't generic.
Your CRM shouldn't be either.

Sale Listings

Track buyer interest and acquisition conversations.

Lease Listings

Manage tenant inquiries and leasing activity.

Properties & Listings

Connect inquiries with the assets that generated them.

Broker Teams

Give teams one shared view of leads, activity and pipeline.

CREFlow IQ EARLY ACCESS

Help shape the CRM built for commercial real estate.

CREFlow IQ is currently in private Beta. We're inviting a limited number of commercial real estate professionals and teams to use the platform, provide feedback, and help shape the product before its broader release.

  • Priority access to CREFlow IQ Beta
  • Early access to new features
  • Direct input into the product roadmap
  • Guided onboarding
  • Founding-customer pricing consideration at launch

No credit card required · Limited Beta availability

We're building CREFlow IQ with CRE professionals.

CREFlow IQ is currently a Beta product. Features may evolve as we learn from Early Access customers and expand the platform.

Every inquiry could be your next deal.

Don't let the best opportunities disappear into spreadsheets, inboxes and forgotten follow-ups.

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