Everything about a deal, in one place.
Each deal has its own workspace containing documents, tasks, contacts, notes, key dates, financing, and a complete activity history. Any member of the team can take over a deal with full context at any time.
Everything on the deal in one shared place.
Every deal gets one workspace with its documents, tasks, contacts, notes, key dates, financing, and activity history. Nobody has to piece a deal together from email and shared drives to see where it stands.
Full deal context
in one click
Open any deal to see its economics, stage history, team assignments, and complete activity feed in a single view. The current status of every deal is available to the team at all times.
Documents, tasks,
contacts, and more
Every deal workspace provides dedicated tabs for files, tasks, contacts, notes, key dates, and financing. Each tab keeps the relevant records within the deal itself: files with folders and version control, tasks with assignments and due dates, and contacts for every party involved.
A complete record
of everything
Every file upload, task completion, stage change, note, and contact interaction is captured in the deal's activity feed. The result is a complete audit trail that requires no manual logging: every entry is timestamped, attributed to a team member, and searchable per deal.
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.
One workspace, every piece of the deal.
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
Start 14-day free trial- 3 users included
- 50 GB file storage
- 15,000 AI credits per month
- Unlimited deals
- Pipeline boards & list view
- Deal rooms with files & tasks
- AI Associate for documents & memos
- Financing tracker & due diligence
- Full audit trail
PlusMost popular
5 seatsGrowing CRE firms scaling deal volume.
That's $80/user when fully seated
Start 14-day free trial- 5 users included
- Add seats at $69/mo each
- 200 GB file storage
- 35,000 AI credits per month
- 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
Start 14-day free trial- 10 users included
- Add seats at $59/mo each
- 1 TB file storage
- 100,000 AI credits per month
- Lower per-seat cost as you scale
- 5x storage vs Plus
- ~3x AI credits vs Plus
- Bulk seat management
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.
The whole deal, in one place.
No more piecing a deal together from email and shared drives. It is all in the workspace.
14-day free trial, cancel anytime.