Commercial real estate CRM.
Relationships in context.

Connect accounts, contacts, opportunities and next actions. Give every conversation a history—and every opportunity a clear owner.

WHAT YOU CAN DO

Turn relationships into opportunities.

Keep account details, contact history and team activity in one shared record.

Track stages, owners, requirements and next steps without losing the original client context.

Build account plans, introduction paths and outreach briefs for your team to review.

WITH YOUR EXISTING TOOLS

Import existing records, use configured research connections and carry reviewed context into the project.

Map and validate account and contact data from CSV or Excel files.

Import Salesforce records through the configured connection. Review and transfer results from ZoomInfo.

Export selected contacts and call sheets as CSV, or keep the relationship brief with the assignment.

Salesforce imports records into Advantai. Research connections require your provider access and workspace setup.

Bring your relationships, information and decisions together.