Commercial real estate has always been powered by knowledge; knowing the market, the property, the relationship, the timing, and the opportunity. With KRM as the foundation, RealNex is giving CRE professionals better insight today and creating the platform for AI to deliver more proprietary, more valuable outcomes tomorrow. The goal is simple: help our users move faster, make better decisions, and close more business.
KRM
Unlike other CRMs, RealNex KRM is a powerful Knowledge and Relationship Management system. Uniquely, the RealNex KRM is built around Properties. Efficiently manage critical property attributes, owners, lenders, tenants, vendors, transaction history, deals, leads, and opportunities. Market Intelligence, contact management, lead tracking, and pipeline visibility in one place - everything you need to manage relationships and close transactions efficiently.
Prospecting
Organize and track every property, prospect, client, and contact with detailed profiles and history. Know who to call, when, and why. Our easily configurable filters, layouts, and views deliver just the information you desire.
Results
Store and organize every contact, company, and relationship with custom fields, tags, and unlimited notes. See complete interaction history at a glance and track calls, emails, meetings, and tours in one centralized location.
Execution
Never miss a critical follow-up or renewal opportunity again. Automated alerts notify you months in advance of lease expirations, giving you time to strategically position yourself and secure the next transaction.
Workflow
Visualize your entire pipeline from prospect to closed deal with flexible Kanban Boards. Forecast revenue, identify bottlenecks, and prioritize your time on the highest-value opportunities with clear visibility.
Timelines
Set up Timelines for automated task creation, email reminders, and follow-up sequences that keep your business moving forward even when you are focused on other priorities. Never let a hot lead go cold.
Intelligence
Centralize all property data, including photos, floor plans, stacking plans, historical transactions, and lease agreements for comprehensive portfolio oversight and instant access to critical information.
Expertise
Add your detailed insights atop commodity market comps, to become the recognized authority. Show clients your deep market knowledge with enriched comparable data that goes far beyond basic statistics.
Collaborate
Share details to collaborate, keep information private and secure, maintain a system of truth to build your business upon, and link with third-party services to put your knowledge to work efficiently.
Insights
RealNex Insights, our Power BI integration, gives you dashboards that matter. Track pipeline health, conversion rates, and team performance with insights that drive decisions.
Team tools
Your team works from the same information without duplication or confusion.
Set access levels so agents see what they need and nothing more.
Create templates, merge fields, and send targeted messages with analytics that surface the best contacts for timely follow-up.
Every email, call, and message lives in the deal record so handoffs stay smooth and deals stay on track.
Connected
RealNex KRM connects with every tool in the RealNex suite. Market data, transaction documents, property listings, and client intelligence flow together without friction or manual work.
KRM data flows across Navigator, creating amazing presentations, detailed analyses and efficiently promoting listings.
RealNex KRM removes friction from your workflow. Less time managing data means more time winning deals and building relationships that matter.
Your team moves faster when everyone works from the same foundation. RealNex KRM eliminates the scattered notes, duplicate entries, and lost context that slow deals down. Agents spend their time selling, not searching.
Clients notice the difference too. When your team knows their history, preferences, and timeline without asking twice, trust builds quickly. That consistency turns transactions into lasting relationships.
Implementation
RealNex doesn’t just hand you software and walk away. Our concierge onboarding team works directly with your organization to ensure smooth implementation, proper configuration, and complete adoption across your entire operation.
Your KRM, your way. Easily configure page layouts and list views. We can even build custom reports to meet your specific needs.
Migrate your existing contacts, properties and deals so you start with a full database, not a blank slate. Our powerful import engine makes getting data into RealNex a breeze. This self-serve capability is fast and easy. Should you have complex data structures, our team is always available to assist.
Concierge onboarding and ongoing support means your team gets up to speed fast and stays productive.
RealNex KRM syncs with Outlook and Gmail to capture emails, contacts, and events. And with our plug-in, you can easily add content directly from either. Leverage our open API to sync with your existing software stack.
Real Results
It performs like a Ferrari... it does exactly what we need
My relationship with RealNex goes back to its early days when I was a Regional Manager at Marcus & Millichap's Atlanta office and eventually made a presentation to Marcus & Millichap's regional managers encouraging them to adopt it firm-wide.
When I left M&M and co-founded the Leisure Investment Properties Group, RealNex came with me. We pay for the online version for our entire team, and it's been indispensable. We joke that we treat it like a Ford when it performs like a Ferrari, but even at that level, it does exactly what we need: shared database, no agents stepping on each other's clients, and the ability to quickly identify the most logical investor for any asset.
LIPG is now the largest leisure investment properties brokerage in the country. RealNex played a real role in getting us there. If you're in commercial real estate, I wouldn't hesitate to recommend it.
RealNex KRM has been my "Swiss army" knife for almost 20 years
RealNex KRM has been my "Swiss army" knife of contact management for almost 20 years. It keeps me organized, tracks crucial details, and centralizes critical information-client preferences, market data, and transaction history. With comprehensive reports and real-time dashboard, I can quickly provide information to clients so they can make informed decisions. RealNex is a vital tool for anyone representing corporate occupiers or working in commercial real estate.
See Navigator KRM in action with a personalized demo from our team.
Get answers about RealNex KRM setup, security, and what it can do for you.
Most agents are operational within days. Our team handles the heavy lifting with data migration and custom configuration. You focus on selling while we handle the technical work.
Yes. We import your properties, comps, contacts, deals, and history from your current system. The process is seamless and preserves all your important information without gaps.
RealNex KRM uses enterprise-grade encryption and security protocols. Your client information and deal details stay protected with regular backups and compliance with industry standards.
Completely. Build workflows that match how you work. Automate repetitive tasks, set up alerts, and create processes that fit your team's unique approach to deals.
We provide live training, video tutorials, and online resources. Your team gets comprehensive support to master the platform and maximize its potential from day one.
