Commercial Real Estate · San Antonio, TX
CRECO
A full brokerage operating system — replacing a pile of disconnected tools
The challenge
Brokers juggled listings emails, spreadsheets, DocuSign, a separate email platform and a phone system that didn't talk to each other. Leads and follow-ups fell through the cracks.
What we built
- ✓Custom CRM with deal pipeline, property workspaces and a rent roll
- ✓AI that reads broker listing emails and flyers 4× a day and adds properties automatically
- ✓Automatic owner lookup and appraised values from county records
- ✓In-house e-signature for leases and LOIs — no DocuSign subscription
- ✓Email campaigns and automated follow-up plans with bounce protection
- ✓AI Copilot inside the CRM that looks up deals, logs notes and drafts emails
- ✓Call log, text sync and an AI phone line