CRE Engage
1
Bring in data
Import a list and clean it once
Upload broker, owner, borrower, or lender exports from CoStar, Reonomy, Capitalize, or CSV, then turn them into records your team can work.
Built for CRE brokers and capital markets teams
Turn commercial real estate data into active deals
Start free trial
Book guided demo
We’ll help load your first 20 leads.
Features
How it works
Start with a list. Keep the story intact as it turns into a deal.
Import once, work from the same record, and keep the history attached when someone finally engages.
2
Start outreach
Call or email without switching tools
Calls, emails, and activity stay tied to the same lead so you do not lose context after the first touch.
3
Keep context
Keep the whole thread in view
Replies, notes, call outcomes, and follow-up dates stay on the record, so anyone can pick it up quickly.
4
Next steps
See who needs attention today
New replies, overdue follow-ups, and warm contacts stay visible instead of getting buried.
5
Move to deals
Move real opportunities into deals
When a conversation turns real, carry the history, notes, and next steps straight into Deals.
Best fit
Best for lean teams working owner, broker, borrower, and lender lists every week.
Lists you already trust
Start with the owner, broker, borrower, and lender exports your team already uses.
Daily execution
Give brokers one workspace for calls, email, LinkedIn, drafts, and follow-up.
Shared context
Anyone can see what happened last, what matters now, and what should happen next.
A clean handoff into deals
Move warm conversations into Deals without rebuilding the history.
Pro
$129per user / month
Includes a 7-day trial. Annual works out to $99 per seat / month billed yearly. Ask about founding pricing.
Trial
7 days
Billing
Monthly billing
Support
Setup help available
Included
- Import a list once and let the team work from the same records.
- Run email, text, and calls from the same workspace.
- Keep replies, notes, and next steps attached from first touch to deal.
- Use AI drafts when helpful without adding another tool to manage.
Usage limits
Monthly limits per user seat
- Emails: 100,000
- SMS/MMS texts: 600
- Call minutes: 800
Messaging compliance notice
Voice numbers can be assigned and used for calling right away. Outbound SMS/MMS require compliant sender setup plus carrier and/or Twilio approval before texting is enabled.
FAQ
How fast can we go live?
Most teams import a first list and start working it in the same week. If you want help with mapping or setup, we can do that with you.
Does the free trial require a card?
Yes. The trial starts after email verification and checkout. If you want to talk it through first, book a demo.
Can you help with imports?
Yes. We regularly help teams map CoStar, Capitalize, Reonomy, and plain CSV exports.
Does texting require extra approval?
Usually yes. Calling can be ready sooner, while outbound SMS/MMS needs compliant sender setup and carrier or Twilio approval.
Can I talk to someone before signing up?
Yes. We can walk through list sources, field mapping, rollout, or texting readiness before you start.
Get started