Crexi Features

Provides a built-in or facilitates integration with a real estate-specific digital signature capture tool

Store files for easy access and retain copies of documents through either built-in features or integration with document management software.

Stores client information and history in a centralized database with search functionality

Tracking, calculating, and paying commissions and earnings to employees

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track and manage schedules and meetings via an integrated calendar

Create, save, and re-purpose templates for emails, forms, etc.

Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc.

Manage contact details and communication with clients

Digitally sign online documents

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Submit properties onto the listing service in order to increase visibility, and search through other syndicated listings.

Manage listing details through an agent web portal. Details about listings typically include information such as property values, photos of the properties, and lists of fixtures or amenities.

Share professional profiles of brokerages or agents outlining areas of expertise, active listings, and service areas.

Profiles and / or listings can be given premium exposure, complete with additional lead generation capabilities, more prominent placement, and more detailed information.

Incorporate widgets into your website to share listing data, market monitoring tools, badges, and RSS feeds.

Real estate listings can be used as comparables and compiled into comparative market analyses (CMAs) to share with clients.

Simple mortgage calculators are available within the listing service so that agents can understand the purchasing ability of potential buyers and recommend budget limits.

Integrate listing services with real estate CRM tools to collect leads and referrals.

MLS feeds can automatically update syndicated listings to ensure that information on the site is accurate and up to date.

Advertise locally on listing service websites, mobile applications, and email newsletters. Take advantage of advertising networks to improve reach across listing services.

Profiles and / or listings can be given premium exposure, complete with additional lead generation capabilities, more prominent placement, and more detailed information.

MLS feeds can automatically update syndicated listings to ensure that information on the site is accurate and up to date.

Manage listing details through an agent web portal. Details about listings typically include information such as property values, photos of the properties, and lists of fixtures or amenities.

Real estate listings can be used as comparables and compiled into comparative market analyses (CMAs) to share with clients.

Incorporate widgets into your website to share listing data, market monitoring tools, badges, and RSS feeds.

Integrate listing services with real estate CRM tools to collect leads and referrals.

Submit properties onto the listing service in order to increase visibility, and search through other syndicated listings.

Share professional profiles of brokerages or agents outlining areas of expertise, active listings, and service areas.

Simple mortgage calculators are available within the listing service so that agents can understand the purchasing ability of potential buyers and recommend budget limits.

Advertise locally on listing service websites, mobile applications, and email newsletters. Take advantage of advertising networks to improve reach across listing services.

For effectiveness, provides or facilitates integration with property management, real estate marketing, real estate CRM, and MLS software

Automates the administrative and operational tasks of real estate brokers

Provides tips, tricks, and insight into real estate market trends

Builds and maintains inventory of listings, property information, and client contact information

Provides an industry-specific CRM module that is tailored to the workflows and needs of brokers

Simplifies the creation, review, and compliance of real estate leases, documents, and contracts

Collaborate with team members and individuals involved in transactions through text, email, or built-in messaging features. Track messages exchanged through these channels.

Provides a mobile version of the solution that can be accessed by on-the-go real estate agents

Tracks listings, closing rates, and overall pipeline information

Add, view, and edit details of all properties managed by an agency that are available for sale or rent

Track interaction history by documenting conversations for contacts

Create, manage and track all task activities and progression

Built-in website builder or integration with third-party site

Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites)

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Enables easier search of property records for valuation and assessment purposes.

Gathers commercial data to gain the complete picture of a piece of commercial property.

Gathers commercial and/or residential data to gain the complete picture of a piece of rental property.

Leverages geographic information systems (GIS) to gather and visualize property data.

Utilizes property intelligence to better manage assessments, valuations, and risks in portfolios.

Generates market intelligence reports and/or CMAs (comparative market analysis).

Streamlines sources of property data to gain an overview of commercial and/or residential property data.

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Import and export data to and from software applications

Notifications that are delivered to users as soon as an event occurs

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Pre-made examples and templates for emails

Add customized logos and colors to align with company branding

Automatically identify and save contact information of potential customers

For businesses/agents that manage selling, renting, or management of homes, land, and buildings for the owners.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Match clients or tenants with suitable properties based on their specific requirements, preferences and budget

Set up connections to third-party platforms to improve business processes

Private online space that lets businesses securely share documents and provide information access to clients

Alter the layout and content of reports

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create and send email blasts/campaigns

Assemble applications and processes by dragging over and arranging pre-built components

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users