Close 8-figure deals — without losing the file.
Katalyst is the CRM purpose-built for commercial brokers. Multi-party deal rooms, document trails that pass audit, and pipeline stages that match how CRE actually flows.
Everything a commercial deal needs — from NDA to closing.
Generic CRMs were built for 30-day sales cycles. Katalyst was built for the 9-month, 4-party, document-heavy reality of CRE.
Multi-party deal rooms
Brokers, principals, attorneys, lenders, and inspectors get scoped access to the right docs at the right stage. Watermarked, audit-logged, RESPA-friendly.
CRE-shaped pipelines
Pre-built stages for investment sales, leasing, debt, and equity. Lead → Tour → NDA → LOI → DD → Close. Tweak in seconds — no consultant required.
Document hub & e-sign
NDAs, LOIs, PSAs, DD packages, lender memos — all templated, all e-signable, all attached to the deal. Watermark per recipient. Track who opened what.
Capital sources CRM
Track every lender, equity partner, and debt fund as a first-class relationship. Match them to deals by check size, asset class, geography, and recent activity.
Audit-ready compliance
SOC 2 Type II, configurable retention, watermarked exports, complete audit logs on every doc share. Pass an audit without a fire drill.
AI deal briefings
Walk into every showing, principal meeting, or lender call with a 30-second summary: deal status, last activity, open items, and the next best move.
Up and running in a single afternoon.
No 6-week implementation. No consultant required. Most CRE teams send their first deal-room invite on day one.
Import your pipeline
Active deals, principals, capital sources, listings, and contacts — from Excel, Salesforce, REApps, ClientLook, or wherever they live today. We do the white-glove migration.
Pick your CRE playbook
Choose a templated pipeline — investment sales, office/industrial/retail leasing, debt & equity capital markets, or build-out. Customize stages in minutes.
Run your week
Daily morning briefings tell you which deals need attention, which principals to call, and which DD items are blocking close. Deal rooms keep everyone aligned.
Every commercial discipline. One CRM.
$1M–$500M+ trades
Multi-party transactions, fast-moving LOIs, DD chaos. Katalyst keeps every party aligned and every document where it should be.
Office · Industrial · Retail
Tenant reps, listing reps, and landlord reps in one workspace. Track every tour, every counter, and every lease comp in one place.
Debt & equity brokers
Match every deal to the right lender or equity partner. Track placements, term sheets, and term updates as first-class relationships.
Multi-broker firms
Roll up every desk into one pipeline view. Commission splits, principal coverage, and broker activity — without a separate spreadsheet.
“We were running a $200M pipeline in spreadsheets and Dropbox. Katalyst replaced six tools with one workspace — and our average deal cycle dropped by six weeks.
One simple price. Scale as you grow.
Every feature, every integration, every user role — included. 14-day free trial. Cancel anytime.
Katalyst CRM
- Unlimited contacts and pipelines
- Document hub & e-signature
- MLS, LOS & lender integrations (Encompass, Calyx, kvCORE)
- Email & SMS drip campaigns
- Commission splits, referral tracking, payouts
- AI deal briefings & rate-watch alerts
- SSO, SOC 2 Type II, audit logs
- All user roles & territories
CRE-specific questions, answered.
How is Katalyst different from Buildout, VTS, or RealNex?
Buildout is great for marketing. VTS is great for asset management. RealNex is a Swiss Army knife. Katalyst is purpose-built for the broker workflow — deal pipeline, multi-party document rooms, capital sources tracking, and audit-ready compliance. It’s the CRM your team actually uses every day, not the one IT picked.
Do you integrate with CoStar, LoopNet, Reonomy, or Crexi?
Yes — we pull listing data from CoStar, LoopNet, Crexi, and Reonomy via two-way sync. Property comps, sales comps, and ownership data flow into your contact and deal records automatically.
How do multi-party deal rooms handle access control?
Every party (buyer principal, seller principal, attorneys, lenders, inspectors) gets a scoped role. Documents can be assigned per-role or per-individual. Every download is watermarked with the recipient’s name and timestamp. Every action is in the audit log.
Is Katalyst RESPA-compliant and SOC 2 audited?
Yes — SOC 2 Type II audited, encryption at rest and in transit, configurable data residency, and retention policies that align with RESPA and state CRE disclosure rules. Brokerage plans include exportable audit logs.
Can I import my pipeline from Salesforce, ClientLook, or Excel?
Yes — and we do it for you. Every new account gets a free white-glove migration: send us your export and we’ll clean, dedupe, and map fields before you log in.
Is there a free trial? Can I cancel anytime?
14 days, no credit card required. Real production workspace with your imported pipeline, not a sandbox. Cancel any time during or after the trial — no contracts.
Your next closing
starts in Katalyst.
Join 2,000+ agents, brokers, and loan officers running their book of business on the only CRM built for the way property deals actually close.