AI-powered CRM for business brokerage and real estate
Search, analyze and close without leaving the CRM.
Pick your vertical — business brokerage, real estate, or both at once — and work in one place: businesses for sale published across the web, listings from your own IDX, and the report for your client written by AI in seconds.
Restaurant in Doral
Business sale · Listing
A new lead comes in
The problem
Leads aren't lost for lack of effort.
They're lost between tabs, whether the inquiry is about a house or a business for sale. These are the three most common holes.
03/ 03
01
They land in four different places
One portal sends an email, Facebook keeps it in another dashboard, a referral texts your phone. With no common inbox, whoever sees it first answers first — and that's rarely you.
02
Follow-up lives in your head
Nobody tells you that the Coral Gables buyer hasn't had a call in nine days. By the time you remember, they've signed with someone else.
03
You don't know what you earn until closing
Between the co-broker on the other side and whoever referred the client, gross commission tells you nothing. What matters is what's left, and that usually shows up only in the final spreadsheet.
Product tour
This is what it looks like inside.
Five screens from the real CRM. Scroll to walk through them: the panel on the right navigates on its own.
Everything open, in one list
Every deal with its type, its stage, its contact and what it leaves you. The ones sitting for days with nothing scheduled get flagged on their own.
- Transactions
- Pipeline
- Documents
- MLS
- Conversations
- Commissions
Transactions
Deals
24
Gross commission
$619,800
House in Coral Gables — under contract
Nothing scheduledRestaurant sale in Doral — Miller
Confidential profileHouse in Kendall — Orlando referral
Nothing scheduledEverything open, in one list
Every deal with its type, its stage, its contact and what it leaves you. The ones sitting for days with nothing scheduled get flagged on their own.
Transactions
Deals
24
Gross commission
$619,800
House in Coral Gables — under contract
Nothing scheduledRestaurant sale in Doral — Miller
Confidential profileHouse in Kendall — Orlando referral
Nothing scheduledOne board per operation type
Stages aren't generic: a residential sale's stages aren't a business sale's. Every column totals what's inside it.
Pipeline — Residential sale · Listing
Listing appointment
4 · $3,710,000
House in Coral Gables
Lorena Suárez
$950,000
House in Coconut Grove
Gabriel Ocampo
$890,000
Agreement signed
2 · $1,340,000
Listed on MLS
3 · $2,180,000
Under contract
1 · $720,000
Every document has a state, not a checkbox
Pending, delivered, approved, and “not applicable” with a required reason. Only approved and not applicable unblock the closing: having the paper isn't having reviewed it.
Documents
To receive
108
Awaiting review
3
Not applicable
1
The MLS inside, and the listing goes out by email
Your IDX widget embedded in the CRM. Search, pick the ones that fit and send them to the contact from the same screen — no second tab, no pasted links.
MLS — Miami-Dade
$1,250,0001420 Brickell Bay Dr, Unit 2104
Miami, FL 33131
3 bd · 2 ba · 1,840 sqft
$2,150,0003355 Sunset Harbour Dr
Miami Beach, FL 33139
5 bd · 4 ba · 3,620 sqft
$890,000780 Coral Way
Coral Gables, FL 33134
4 bd · 3 ba · 2,410 sqft
$975,0006710 SW 120th St
Pinecrest, FL 33156
4 bd · 3 ba · 2,780 sqft
Send 2 listings to Lorena Suárez
The assistant answers when you can't
On the Premium plan, a chatbot with its own number replies and qualifies the prospect. When there's something to decide, it hands them over.
Conversations
Martín Escalante
SMS · BizBuySell lead
Answered by the assistant · No realtor involved
What you get paid, not what's on paper
Net commission subtracts what goes to the co-broker and to whoever referred the client. The breakdown is right there, no side spreadsheet.
Commissions
Gross
$55,200
Net
$41,400
Collected
$37,200
Outstanding
$18,000
Where the net comes from
- Gross commission
- $55,200
- To the co-broker
- −$9,200
- To the referrer
- −$4,600
- Net commission
- $41,400
The product
What the AI writes, and what you no longer have to open.
Four things change your day: the AI writes the report, the CRM searches the web for businesses for sale, listings come from your own IDX, and you choose whether you work one vertical or both. Below that, what is included from day one.
- Business sale
- Business buy-side
- Residential sale
- Incoming referral
- Commercial lease
The CRM hunts for businesses for sale
Instead of checking three portals every morning, the CRM searches the web for businesses on the market and brings them in, ready to become an opportunity.
One vertical, or both at once
Business brokerage, real estate, or both in the same account. Each vertical brings its own operation types, stages and documents; the one you did not buy stays off your screen.
Pipeline by operation type
Residential sale, buy-side, business sale, incoming referral. Each with its real stages, editable without touching code.
Confidentiality where it matters
A business for sale shows no name or address until the prospect signs the NDA. The operation type sets the gate, not the vertical — only where it belongs.
Alerts for whatever is going cold
Untouched leads and overdue tasks are computed live and shown on entry. You don't have to go looking.
Net commission, not gross
It subtracts what goes to the co-broker and to whoever referred the client. The number you see is the number you get paid.
Spanish and English
The whole interface switches language with one click. Genuinely useful if your clients speak Spanish.
Your board
You pick the vertical and the CRM builds itself.
This is not a settings checkbox. Each vertical brings its own operation types, stages, documents and board; the one you did not buy shows up on no screen at all. Work one, or both in the same account.
Pricing
Two product lines. Pick yours, or both.
Business for selling businesses, Real Estate for property sales, plus a combo for whoever plays both boards. Every plan lists everything it brings — you never have to read the one next to it to know what is included.
BROKERIX Business
The only CRM working to close the deal, not to file it.
Starter
$59/mo
No assisted setup: you pay and you're in.
For someone who wants their M&A pipeline in order from day one.
Includes
- Full CRM: contacts, opportunities, tasks, stages and documents
- Complete M&A pipeline: NDA, due diligence, LOI and closing
- Confidential profile enforced until the buyer signs the NDA
- Net commission calculated: co-broker and referral deducted
- Interface in Spanish and English
Pro
Most popular$199/mo
Assisted setup: 299 USD, one time.
For someone hunting businesses for sale every day, who wants the deal brief written and opportunities coming in on their own.
Includes
- Full CRM: contacts, opportunities, tasks, stages and documents
- Complete M&A pipeline: NDA, due diligence, LOI and closing
- Confidential profile enforced until the buyer signs the NDA
- Net commission calculated: co-broker and referral deducted
- Interface in Spanish and English
- Deal brief written by AI, ready to send
- Search the web for businesses for sale, from inside the CRM
- A dedicated inbox that turns alert emails into opportunities
- Google Calendar synced both ways
- Email campaigns sent from your own inbox
Premium
$299/mo
Assisted setup: 499 USD, one time.
Everything in Pro, plus the chatbot: a phone number of your own that answers for you at any hour and hands you the conversation once the lead is serious.
Includes
- Full CRM: contacts, opportunities, tasks, stages and documents
- Complete M&A pipeline: NDA, due diligence, LOI and closing
- Confidential profile enforced until the buyer signs the NDA
- Net commission calculated: co-broker and referral deducted
- Interface in Spanish and English
- Deal brief written by AI, ready to send
- Search the web for businesses for sale, from inside the CRM
- A dedicated inbox that turns alert emails into opportunities
- Google Calendar synced both ways
- Email campaigns sent from your own inbox
What only Premium brings
- A chatbot with its own number: answers for you around the clock, qualifies the lead and hands you the conversation when it is worth it
BROKERIX Real Estate
The CRM that does not let a single lead slip.
Starter
$59/mo
No assisted setup: you pay and you're in.
For someone who wants to get organized now and enter every deal by hand.
Includes
- Full CRM: contacts, deals, tasks, stages and documents
- Visual pipeline by operation type, every deal in its stage
- Numbered file per deal, with its document checklist
- Net commission calculated: co-broker and referral deducted
- Interface in Spanish and English
- Your own embedded IDX: pick listings by hand and send them to your client without leaving the CRM
Pro
Most popular$179/mo
Assisted setup: 299 USD, one time.
For someone living off portal and Facebook leads, searching the MLS daily, who wants the report written without sitting down to write it.
Includes
- Full CRM: contacts, deals, tasks, stages and documents
- Visual pipeline by operation type, every deal in its stage
- Numbered file per deal, with its document checklist
- Net commission calculated: co-broker and referral deducted
- Interface in Spanish and English
- Property reports written by AI, ready to send
- Your own embedded IDX: search and send listings without leaving the CRM
- A dedicated inbox that turns portal emails into leads
- Facebook leads come in on their own
- Google Calendar synced both ways
- Email campaigns sent from your own inbox
Premium
$279/mo
Assisted setup: 499 USD, one time.
Everything in Pro, plus the chatbot: a phone number of your own that answers for you at any hour and hands you the conversation once the lead is serious.
Includes
- Full CRM: contacts, deals, tasks, stages and documents
- Visual pipeline by operation type, every deal in its stage
- Numbered file per deal, with its document checklist
- Net commission calculated: co-broker and referral deducted
- Interface in Spanish and English
- Property reports written by AI, ready to send
- Your own embedded IDX: search and send listings without leaving the CRM
- A dedicated inbox that turns portal emails into leads
- Facebook leads come in on their own
- Google Calendar synced both ways
- Email campaigns sent from your own inbox
What only Premium brings
- A chatbot with its own number: answers for you around the clock, qualifies the lead and hands you the conversation when it is worth it
BROKERIX Complete
For the broker playing both boards.
Combines BROKERIX Business and BROKERIX Real Estate in one account, at a discount over buying them apart.
BROKERIX Complete Pro
$299/mo
Assisted setup: 299 USD, one time.
Everything in Business Pro and Real Estate Pro, in one account.
You save 79 USD a month over buying both Pro lines separately.
BROKERIX Complete Premium
Most popular$449/mo
Assisted setup: 499 USD, one time.
Everything in Business Premium and Real Estate Premium, in one account.
You save 129 USD a month over buying both Premium lines separately.
Assisted setup isn't an admin charge: we do it by hand. We provision your dedicated inbox, walk you through the forwarding rule in your Gmail, and help you connect Facebook or the business marketplace. It takes about 3 business days.
Sign-up
Leave us your details
You can buy a plan and start today. If you would rather have us walk you through it, leave your details: we write to you, work out whether BROKERIX fits, and hand over the account ready to use.
The whole flow
- 01A new lead comes in
- 02The deal moves to the next stage
- 03A document changes status
- 04The net commission gets calculated
Shall we try it with your real deals?
We'll show you the CRM loaded with your data, not a generic demo.