Deal workspaces
Everything about a deal, in one place.
Each deal gets its own workspace with documents, tasks, contacts, notes, key dates, financing, and a full activity history. Anyone on your team can pick up any deal at any time.
Deal context belongs in the system
If someone is out, anyone can pick up the deal.
Deal context should live in the system, not in someone's head or inbox. Every deal gets a workspace that holds its documents, tasks, contacts, notes, key dates, financing, and activity history together — so no one has to reconstruct the state of a deal from email threads and shared drives.
Deal overview
Full deal context
in one click
Click into any deal and see everything: economics, stage history, team assignments, and the full activity feed. No more asking where things stand on any deal.
Every tab
Documents, tasks,
contacts, and more
Every deal workspace has dedicated tabs for files, tasks, contacts, notes, key dates, and financing. Your team never has to leave the deal to find what they need — files with folders and version control, tasks with assignments and due dates, and contacts for every party involved.
Activity history
A complete record
of everything
Every file upload, task completion, stage change, note, and contact interaction is captured in the deal's activity feed. Full audit trail with zero manual logging — timestamped, attributed to team members, and searchable per deal.
AI Associate
An assistant that
understands the deal
The AI Associate has full context on every deal in your workspace. Ask it questions about deal status, document contents, or portfolio-level insights and get answers grounded in your actual deal data.
Everything your team needs per deal
One workspace, every piece of the deal.
Plans and pricing
Every plan includes full access to every feature.
14-day free trial, cancel anytime.
Team
3 seatsSmall CRE teams of up to 3.
That's $83/user when fully seated
What's included
- 3 users included
- 50 GB file storage
- 15,000 AI credits per month
- Unlimited deals
Platform features
- Pipeline boards & list view
- Deal rooms with files & tasks
- AI Associate for documents & memos
- Financing tracker & due diligence
- Full audit trail
Plus
5 seatsGrowing CRE firms scaling deal volume.
That's $80/user when fully seated
What's included
- 5 users included
- Add seats at $69/mo each
- 200 GB file storage
- 35,000 AI credits per month
Everything in Team, plus
- Team workload visibility
- Workspace permissions
- Priority email support
- Higher AI credit cap
Power
10 seatsInstitutional CRE firms with 10+ users.
That's $70/user when fully seated
What's included
- 10 users included
- Add seats at $59/mo each
- 1 TB file storage
- 100,000 AI credits per month
Everything in Plus, plus
- Lower per-seat cost as you scale
- 5x storage vs Plus
- ~3x AI credits vs Plus
- Bulk seat management
14-day free trial · Full access to every feature · Cancel anytime · No long-term contracts
Questions about deal workspaces
Common questions about running every CRE deal in its own workspace on MotionCRE.
A deal workspace is a dedicated home for a single CRE deal that holds everything about it in one place: a deal overview with economics and stage history, documents with folders and version tracking, tasks with assignments and due dates, contacts for every party involved, notes, key dates, financing details, and a full activity history. Instead of reconstructing the state of a deal from email threads, shared drives, and spreadsheets, anyone on the team can open the workspace and immediately see where the deal stands and what has happened on it.
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