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For commercial real estate brokers

Discover Your Next Commercial Real Estate Opportunity With AI.

Find businesses that match your ideal tenant or investor profile, research commercial real estate prospects, and connect with relevant decision-makers.

Find Commercial Real Estate ProspectsSee How It Works

Free plan with 5 verified leads a week · No credit card · Native CRM connections on paid plans

  • Tenant rep brokers
  • Office & industrial brokerages
  • Retail leasing teams
  • Investment sales
CRMCoPilot prospect search in dark mode with filters for title, location, industry, technology, funding, headcount and revenue
Actual CRMCoPilot product screen.

The problem

Where CRE prospecting time goes

Prospective tenants are hard to spot

Brokers need businesses of the right size and type in the right submarket, not a generic list.

Owners and executives are buried

Finding the person who decides on space means digging through websites and directories.

Information lives in too many places

Company details, contacts and notes end up split across spreadsheets, email and the CRM.

Cold calling caps productivity

Manual list building leaves less time for tours, negotiations and closings.

How it works

From ideal customer to first reply in six steps

  1. Define your ideal customer

    Describe who you sell to in plain English, then refine with filters and the products or services you offer.

    In commercial real estateDescribe your target tenant or investor: industry, headcount, submarket and the space you represent.

  2. Let AI discover matching prospects

    Search a licensed company and contact database, the public web and Google Maps. Fit scoring ranks results against what you sell.

    In commercial real estateAI search and Google Maps search find matching businesses, ranked by fit.

  3. Identify decision-makers

    Filter by job title, seniority and people new in their role. Decision-maker search is on paid plans.

    In commercial real estateFilter for owners, CEOs, CFOs, COOs and facilities or real estate leads.

  4. Review and enrich

    Emails are checked for deliverability before use. Unlock a work email for 1 credit, only when one is found.

    In commercial real estateUnlock verified work emails and phone numbers on paid plans.

  5. Connect to your CRM

    Native connections to GoHighLevel, Zoho CRM, Pipedrive, HubSpot and Salesforce, with duplicate checks by email and company domain.

    In commercial real estateSend prospects to your CRM, with an owner assigned to each broker.

  6. Launch personalized outreach

    AI drafts research-backed emails and video scripts. Sequences send from your Gmail and stop when a prospect replies.

    In commercial real estateSend personalized email or video outreach that references the business and the space.

AI agents for commercial real estate

Four agent workflows to set up for your team

These are workflows you configure in CRMCoPilot, not ready-made templates. Each card shows what's available today.

Available nowa shipped feature does thisBuild it todayset up from search, scoring and AutopilotPartly availablesee the note on the card

Build it today

Commercial Tenant Prospecting Agent

You have space to fill and need businesses that could plausibly use it.

Runs a saved search for businesses by industry, headcount and location, including local businesses found through Google Maps search.

Example input
Professional services firms with 20–80 employees in Uptown Dallas
Expected output
Matching businesses with decision-makers, delivered to your CRM

Built with: Saved search + Google Maps search + Autopilot (paid plans)

Build an agent for this workflow →
Partly available

Business Expansion Research Agent

Growing companies are more likely to need more space.

Filters for companies showing growth, funding or new leadership, and researches each one before outreach.

Example input
Recently funded tech companies, 50–200 employees, in Austin
Expected output
A shortlist of growing companies with research notes

Built with: Buying-signal filters + AI research

Uses company growth, funding and new-in-role signals. It does not include lease expirations, relocation intent or property ownership records.

Build an agent for this workflow →
Build it today

Investor Decision-Maker Finder

Investment sales depend on reaching principals, not gatekeepers.

Searches for partners, principals and acquisitions leads at real estate investment firms and family offices by keyword and location.

Example input
Principal, Managing Partner, VP Acquisitions at real estate investment firms in the Southeast
Expected output
Named investors and executives with verified emails

Built with: Title and keyword filters (company lookup on paid plans)

Build an agent for this workflow →
Available now

CRE Outreach Agent

Owners ignore templated space-available blasts.

Researches each business and drafts an email or personal video script with sources, then sends a sequence that stops on reply.

Example input
Tenant prospect + your listing details
Expected output
Personalized outreach with view tracking on video

Built with: AI research and pitch + video + sequences (paid plans)

Start using this today →

What the data covers, and what it doesn't

CRMCoPilot works with company and contact data: who a business is, how large it is, where it operates and who leads it.

  • IncludedCompany firmographics, decision-makers, verified work emails, growth and funding signals, Google Maps business search.
  • Not includedProperty ownership records, transaction history, lease terms or expirations, and relocation intent.
  • Bring your ownImport a CSV of targets from your own research and work them in CRMCoPilot.

Integrations

Works with the CRM and inbox you already use

GoHighLevelNative · several locations on Gold+Zoho CRMNative · plus CRM Focus on Gold+PipedriveNative connectionHubSpotNative connectionSalesforceNative connection
GmailSend sequences and track replies
Meet AlfredLinkedIn campaigns via your own account
CSV & webhooksImport, export and custom workflows

Sending leads to a CRM, sequences and LinkedIn campaigns need a paid plan. See all integrations.

Example

Building a tenant pipeline for a new office listing

Illustrative scenario, not a customer story

A tenant rep broker takes a 12,000 sq ft office listing and needs prospects for it.

  1. Searches for professional services, healthcare admin and tech firms with 40–90 employees within five miles of the building.
  2. Adds a growth filter to put companies that are hiring or recently funded at the top.
  3. Finds the CEO, COO or office manager at the 60 best-fit companies and unlocks verified emails.
  4. Sends them to the brokerage CRM under the listing broker's name.
  5. Sends a short personal video walking through the space, followed by two reminder emails.

A targeted list of tenant prospects with outreach running, created in an afternoon.

Ways to work with us

Do it yourself, or have our team help

Self-service

Free plan, then from $99/month

  • You configure searches, agents and Autopilot
  • AI finds, ranks and verifies leads
  • You run outreach from your own Gmail and CRM
Compare plans

Managed

Your own account, from $1,500/month

  • Everything in Platinum
  • Our team builds and tunes custom agents for your targets
  • Named account manager and help with your outreach
Talk to us about Managed

Done For You

No login needed, from $750/month

  • Our team runs outreach for you
  • Targeting set up for your market
  • Scope and reporting set by your service agreement
See Done For You

Results vary by market and offer.

Commercial Real Estate questions

Does CRMCoPilot have property ownership or lease data?

No. CRMCoPilot provides company and contact data, not property records. It won't tell you who owns a building or when a lease expires, so brokers use it to find and reach businesses and investors that match their profile.

Can I find local businesses near a property?

Yes. Search by location and company size, and use Google Maps search to find local businesses that don't show up in typical databases.

Who should a CRE broker target?

For tenant work, usually owners, CEOs, COOs, CFOs and office or facilities managers. For investment sales, partners, principals and acquisitions leads.

Do I need an existing CRM?

No. You can search, review and run outreach inside CRMCoPilot. To send leads to a CRM, connect GoHighLevel, Zoho CRM, Pipedrive, HubSpot or Salesforce through a native connection; this requires a paid plan. Paid plans can also export a CSV.

Is email outreach supported?

Yes. Paid plans send multi-step sequences from your connected Gmail, with AI-written steps if you want them. Sequences stop automatically when a prospect replies, and unsubscribes, bounces and do-not-contact entries are respected. LinkedIn campaigns run through your own Meet Alfred account.

Can your team run prospecting for us?

Yes. Managed plans give you your own CRMCoPilot account with our team building and tuning agents and helping with outreach. If you'd rather not use the software at all, our Done For You service runs outreach for you. Results vary by market and offer.

How does pricing work?

There's a free plan with 5 verified leads a week and no credit card. Paid plans start at $99 a month and add more credits, AI and Autopilot agents, CRM delivery and outreach. Managed plans start at $1,500 a month. See pricing for details.

Give your team a prospecting process that keeps running

Start on the free plan with 5 verified leads a week, or talk to us about your market first.

Start freeBook a demo

Other industries:

Property ManagementReal Estate WholesalingManufacturing & DistributionAll industries
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