CRM & Pipeline: All Deals at a Glance

The CRM & Pipeline module is OFFMARKET24's transaction management. It bundles all your off-market deals in a clear pipeline view – from the first enquiry to the notary appointment.

At any time, you can see which stage each deal is in, which investors are involved and which steps come next.

The optimal deal workflow comprises four steps:

• Capture the deal: Create a new property and add it to the pipeline.
• Match investors: The Matching-Engine finds suitable prospects.
• Communicate: Send teasers, manage enquiries, release exposés.
• Close: Guide the deal through to a successful closing.

In the pipeline view, you can see every stage at a glance.

No. The OFFMARKET24 CRM specializes in off-market transactions and complements your existing broker software rather than replacing it. You can easily use both systems in parallel.

Thanks to the connection to common programs such as onOffice, Propstack, Flowfact, FIO or HirschCRM, properties and enquiries flow between the systems without duplicate data maintenance.

OFFMARKET24 can be added as another portal in onOffice, Propstack, Flowfact, FIO and HirschCRM. You offer investment properties to our investors directly from your familiar software.

Conversely, enquiries from OFFMARKET24 arrive in your program as regular leads and can be processed there – with no break between systems.

All interactions with investors are captured automatically: teasers and offers sent, incoming enquiries, exposé releases and the current processing status. You do not have to document anything manually.

This creates a complete history for every deal – ideal for internal traceability and for coordinating with owners and colleagues.

The integrated document management bundles all transaction-relevant documents centrally at the respective deal: exposés, LOIs, mortgage lending documents and other files.

Instead of searching for attachments in email inboxes, you and your team always find all documents where they belong – attached to the respective property in the pipeline.

You can share deals with colleagues and work on them together. Every team member sees the current status in the pipeline, the logged activities and the stored documents.

Cover arrangements and handovers therefore run smoothly: the complete deal history is transparently traceable for authorized colleagues, without knowledge getting lost in individual inboxes.

Incoming enquiries from investors appear directly at the respective deal. There you decide with one click who receives the full exposé.

Before that, prospects only receive the anonymized teaser – so the discretion of your off-market offer is preserved until you actively grant the release.

Seamlessly: as soon as you capture a new deal in the pipeline, the Matching-Engine automatically compares the property with our investors' search profiles and delivers suitable prospects directly into your workflow.

A match thus becomes an enquiry without detours, and an enquiry becomes deal progress – all in one system.

Yes. As long as your properties are in the system, we keep the proof of knowledge for you towards all investors who received the offer. You can request this proof from us at any time.

Especially when it comes to commission questions, this complete documentation is a decisive advantage over marketing via email distribution lists.

Your pipeline is visible exclusively to you and the team members you have authorized. Investors only see the offers you actively send to them – initially as an anonymized teaser.

Contact details are only exchanged after a concrete expression of interest, and all data is processed in compliance with data protection regulations.

You mark the deal as closed in the pipeline; the complete history, including activities and documents, remains documented. You can then deactivate the property and immediately fill the freed-up slot with a new property.

This way, the pipeline cleanly reflects not only ongoing but also completed transactions.

Immediately. The CRM is part of the OFFMARKET24 platform and requires neither installation nor an IT project. Creating your first deal only takes a few minutes.

If you would like to connect your broker software, we set up the interface together with you – that too is done in a short time.

Yes, ideally in a live demo. We walk you through the pipeline view, create a sample deal together and show how activity tracking, document management and team functions interact in everyday work.

In around 30 minutes, you can see whether the workflow fits your processes – without obligation and without preparation.