Pipeline management that shows every deal, every stage, every risk
Kanban boards built for real estate deal workflows. Configure pipelines for acquisitions, development, or any custom deal type.
Stages that match your process
Every team works differently. Define custom stages for acquisitions, development, value-add, or any workflow. Drag deals between stages and watch your pipeline update instantly.
- →Custom stages per pipeline type
- →Kanban board and list views
- →Stage-based filtering and grouping
Know which deals are moving and which are stuck
MotionCRE tracks how long deals stay in each stage and flags projects that have been sitting too long. Days-in-stage is visible on every deal card, every dashboard widget, and every report.
- →Days-in-stage tracking on every deal card
- →Overdue task indicators visible on pipeline
- →Stage progression reporting across your portfolio
Know exactly where every deal stands.
See your entire pipeline in real time. Track every deal from sourcing to close.
Full deal context in one click
Click into any deal and see everything: financials, tasks, files, contacts, notes, key dates, financing, and activity history. Every deal is a self-contained workspace with full context for your team.
- →Deal overview with economics and stage history
- →Tabs for tasks, files, contacts, notes, and activity
- →Team assignments and ownership tracking
Portfolio-level visibility for leadership
The dashboard shows active deal count, total pipeline value, deals closing in 30 days, and overdue tasks in one view. Weekly digests and stuck-deal alerts keep leadership informed without meetings.
- →Portfolio snapshot with total value and deal counts
- →Needs-attention widget for stuck deals and overdue tasks
- →Activity feed across your entire workspace
Built for real estate deal teams
Kanban and list views
Switch between board and list views. Drag deals between stages.
Days-in-stage tracking
See how long every deal has been sitting. Flag deals that need attention.
Stage approvals
Require admin approval before deals move to critical stages.
Saved views
Filter by asset class, market, stage, or owner. Save and share views.
Real-time updates
Every stage move, note, and file upload is captured automatically.
Pipeline reporting
Stage progression, conversion funnels, and portfolio composition reports.
Everything included
Common questions
What is CRE pipeline management software?
CRE pipeline management software is a tool used by commercial real estate acquisition and development teams to track every active deal through every stage of the deal lifecycle. The pipeline shows what stage each deal is in (sourcing, underwriting, IC review, due diligence, under contract, closed), who is responsible for each deal, and how long each deal has been sitting in its current stage. Without dedicated pipeline software, most CRE teams track this in Excel or a generic CRM, both of which fall apart at scale because they lack the deal context (rent roll, T-12, lender info, due diligence checklist) that lives separately in Dropbox, email, and people's heads. MotionCRE is purpose-built for this workflow, with the pipeline view connected to every document, contact, task, and key date for each deal.
What is the best pipeline management software for CRE teams?
The best CRE pipeline management software is the one built specifically for commercial real estate workflows. Generic CRMs like Salesforce and HubSpot can be configured for CRE but require significant customization and lack the asset-class-specific fields (cap rate, NOI, T-12, rent roll, capital stack) that CRE teams work with. Enterprise platforms like Dealpath, Yardi, and MRI are powerful but priced for institutional firms, with annual contracts starting at $15,000 to $50,000 or more. MotionCRE is built for small-to-mid acquisition and development teams (1-30 people) with pricing from $249 per month, custom pipeline stages per deal type, and a 14-day free trial.
How is CRE pipeline management different from a generic CRM?
A generic CRM is built around contacts and accounts moving through a sales funnel. CRE pipeline management is built around deals (specific properties or development projects) moving through underwriting and acquisition stages. The data structure is different: a CRE deal has economics (purchase price, cap rate, IRR), documents (rent roll, T-12, OM), location data, financing structure, key dates (LOI signed, PSA executed, closing date), and a multi-party workflow involving brokers, lenders, attorneys, and consultants. A generic CRM forces this into custom fields and contact records. A purpose-built CRE pipeline tool models the deal as a first-class object.
Can I customize pipeline stages for acquisitions vs development?
Yes. MotionCRE supports multiple pipeline workflows per workspace, each with its own custom stages. Acquisition teams typically use stages like Sourcing, Underwriting, LOI, Due Diligence, Under Contract, and Closed. Development teams use stages like Site Identification, Entitlement, Design, Permitting, Construction, Lease-up, and Stabilized. You can run both pipelines side by side in the same workspace, or segment them by team. Stage configuration takes about 5 minutes per pipeline.
How does MotionCRE compare to using Excel for tracking deals?
Excel is the most common starting point for CRE pipeline management because it is flexible, familiar, and already on every laptop. The problems start when teams scale past 8-10 active deals or add a second team member. The file corrupts. The versions diverge across team desktops. Updates from one person never reach another. Documents related to the deal live separately in Dropbox or email, so the pipeline is always behind the actual state of the deal. MotionCRE solves this by storing the pipeline alongside the documents, contacts, tasks, and notes for each deal in one place, with real-time sync across the team. Run your underwriting models in Excel, run your pipeline somewhere else.
How does MotionCRE compare to Dealpath for pipeline management?
Dealpath is an established enterprise platform for institutional CRE teams (typically 30+ people) with annual contracts starting at $15,000 or more, requiring a sales call, a multi-week implementation, and a minimum number of users. MotionCRE is built for smaller teams (1-30 people) with self-serve setup, transparent monthly pricing from $249, a 14-day free trial, and no minimum seats. Dealpath is the right answer for institutional firms that need enterprise integrations, custom reporting, and a dedicated implementation team. MotionCRE is the right answer for acquisition and development teams that want pipeline, documents, tasks, and contacts in one place without the enterprise overhead.
What does CRE pipeline management software cost?
Pricing varies widely. Enterprise platforms like Dealpath, Yardi, and MRI typically run $15,000 to $50,000 or more per year on annual contracts. Generic CRMs like Salesforce or HubSpot range from $50 to $300 per user per month, plus implementation costs that often run into the tens of thousands. MotionCRE Team is $249 per month for 3 users, Plus is $399 per month for 5 users (with addon seats at $69/mo each), and Power is $699 per month for 10 users (with addon seats at $59/mo each). Every plan includes a 14-day free trial with full access. There are no annual contracts, no setup fees, and no minimum seats.
How long does it take to set up MotionCRE for pipeline management?
Most teams have their workspace operational within an hour. Account setup takes 2 minutes. Configuring custom pipeline stages takes about 5 minutes per pipeline type. Importing existing deals from Excel takes about 30 seconds per deal manually. Inviting team members and assigning deals takes another few minutes. Most teams import their first 10-15 active deals on day one and add the rest as they touch them naturally.
Can multiple team members work the same pipeline at the same time?
Yes. MotionCRE is multi-user from the ground up. Every team member sees the same pipeline in real time. Updates, stage moves, file uploads, notes, and task changes are synced instantly without refresh. Each deal has assigned ownership and team members. Activity logs show who did what and when. Team supports 3 users, Plus supports 5 users with addon seats at $69 per seat per month, and Power supports 10 users with addon seats at $59 per seat per month.
How do I track development projects with longer timelines in the pipeline?
Development pipelines work the same way as acquisition pipelines but with different stages and longer durations. MotionCRE tracks days-in-stage for every deal regardless of expected timeline, so a project that has been in Entitlement for 18 months still shows as active and progressing. Development-specific data like construction draws, milestone payments, and contractor coordination lives inside each deal workspace.
Related features
Plans and pricing
Every feature included in every plan. Start with a 14-day free trial.
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
By asset class
Pipeline management for every asset class
How CRE teams in each asset class use MotionCRE to run their deal flow.
By use case
Pipeline management for every deal team
How acquisition, development, and value-add teams use this feature.