Salesforce → Power Broker → AI
Salesforce Platform — The foundation.
Power Broker CRM — Capital markets workflows and connected deal records.
AI built in and connected — Built in: Power Broker Pete and ClaudeForce. Connect: Claude and ChatGPT.
Use AI inside Power Broker CRM or connect the tools your team already uses—all working with the same CRM records.
The whole team sees the deal clearly
Power Broker CRM gives Capital Markets teams one current view of properties, assignments, buyers and activity—so everyone can move deals forward together.
- Track deals from initial outreach to close
- Share activity across brokers and teams
- Keep property, buyer and document history together
- Know what is next with current updates
A complete workflow for Capital Markets teams
Keep every step connected—from property and assignment through closing and follow-up.
Property
Property details, financials, documents and comparable context.
Assignment
Listings, pursuits, team responsibilities and collaboration.
Buyer outreach
Buyer lists, outreach, interest and confidentiality agreements.
Bids
Indications of interest, bid rounds and evolving deal terms.
Closing
Due diligence, debt and equity, final closing steps.
Post-close
Relationship follow-up and the history that informs the next deal.
More than contacts
Properties, deals, relationships, activities and documents stay connected, giving your team full context and a complete history in one place.
Properties
Key details, financials and related documents.
Deals
Stage, next steps and team activity.
Relationships
Buyers, sellers, investors and partners.
Activities
Emails, calls, meetings and tasks.
History
A complete record from first outreach through close and beyond.
Works with the tools your team already uses
Power Broker CRM connects to leading data, document and transaction platforms used across commercial real estate.
Configured for your firm
Power Broker is configured around your Capital Markets workflows, security posture and data requirements inside your Salesforce environment.