Stop Managing Deals in Spreadsheets
Excel and Google Sheets weren't built for real estate deal management. MotionCRE replaces fragmented spreadsheets with a purpose-built platform that gives your team pipeline visibility, document control, and AI intelligence.
14-day free trial · Full access · Cancel anytime
Used by commercial real estate investment and development teams to manage deals from sourcing to close.
One system for every deal.
MotionCRE replaces the spreadsheets, shared drives, and email threads your team uses to manage deals.
Your entire pipeline, in real time.
Drag deals across custom stages from LOI to close. Filter by asset class, deal size, or assignee. Days-in-stage tracking shows you exactly which deals need attention before they go cold.
Explore pipeline
Feature comparison
Pipeline Visibility
Visual pipeline boards
MotionCRE
YesSpreadsheets
—Real-time stage tracking
MotionCRE
YesSpreadsheets
—Pipeline progression metrics
MotionCRE
YesSpreadsheets
ManualRisk flags & alerts
MotionCRE
YesSpreadsheets
—Executive dashboards
MotionCRE
YesSpreadsheets
ManualMulti-user concurrent editing
MotionCRE
YesSpreadsheets
LimitedDocument Management
Deal-specific file rooms
MotionCRE
YesSpreadsheets
—Version control
MotionCRE
YesSpreadsheets
—Secure file sharing
MotionCRE
YesSpreadsheets
ManualFile search & tagging
MotionCRE
YesSpreadsheets
—Audit trail
MotionCRE
YesSpreadsheets
—Pro forma version control
MotionCRE
YesSpreadsheets
—Multi-user editing without file locking
MotionCRE
YesSpreadsheets
LimitedChange history by field
MotionCRE
YesSpreadsheets
—Team Collaboration
Task assignment & deadlines
MotionCRE
YesSpreadsheets
—Activity feed per deal
MotionCRE
YesSpreadsheets
—Role-based permissions
MotionCRE
YesSpreadsheets
—Contact management
MotionCRE
YesSpreadsheets
ManualTeam workload visibility
MotionCRE
YesSpreadsheets
—Intelligence
AI deal summarization
MotionCRE
YesSpreadsheets
—IC memo generation
MotionCRE
YesSpreadsheets
—Action item extraction
MotionCRE
YesSpreadsheets
—Pipeline-wide queries
MotionCRE
YesSpreadsheets
—| Capability | MotionCRE | Spreadsheets |
|---|---|---|
| Pipeline Visibility | ||
| Visual pipeline boards | Yes | — |
| Real-time stage tracking | Yes | — |
| Pipeline progression metrics | Yes | Manual |
| Risk flags & alerts | Yes | — |
| Executive dashboards | Yes | Manual |
| Multi-user concurrent editing | Yes | Limited |
| Document Management | ||
| Deal-specific file rooms | Yes | — |
| Version control | Yes | — |
| Secure file sharing | Yes | Manual |
| File search & tagging | Yes | — |
| Audit trail | Yes | — |
| Pro forma version control | Yes | — |
| Multi-user editing without file locking | Yes | Limited |
| Change history by field | Yes | — |
| Task assignment & deadlines | Yes | — |
| Activity feed per deal | Yes | — |
| Role-based permissions | Yes | — |
| Contact management | Yes | Manual |
| Team workload visibility | Yes | — |
| AI deal summarization | Yes | — |
| IC memo generation | Yes | — |
| Action item extraction | Yes | — |
| Pipeline-wide queries | Yes | — |
Why Switch
Why teams choose MotionCRE over Spreadsheets
Single source of truth
No more hunting through email threads, shared drives, and multiple spreadsheets. Every deal has one centralized room with documents, tasks, contacts, and notes.
Pipeline visibility without manual updates
Visual Kanban boards update in real-time. No more manual formatting, formula maintenance, or version conflicts across team members.
Accountability built in
Task assignment with deadlines, overdue detection, and activity feeds keep every item accountable, unlike spreadsheet rows with no owner.
AI that understands your deals
The AI Associate reads your deal data and generates IC memos, deal summaries, and execution plans. Try doing that with VLOOKUP.
Reasons to Switch
Plans and pricing
Every plan includes full access to every feature. 14-day free trial, cancel anytime.
Solo
For individual operators managing their own deal pipeline.
Start 14-Day Free Trial- Full pipeline management
- Unlimited active projects
- Task management & deadlines
- Contact management
- 25 GB file storage
- 5,000 AI credits/mo
- 1 user included
- Priority support
Team
For small teams and partnerships with shared deal flow.
Start 14-Day Free Trial- Up to 3 team members
- Shared deal visibility
- Full pipeline management
- Unlimited active projects
- Complete audit trail
- 50 GB file storage
- 15,000 AI credits/mo
- Priority support
Firm
For growing organizations that need team-wide visibility and control.
Start 14-Day Free Trial- 5 members included, scale anytime
- Team collaboration & dashboards
- Full pipeline management
- Workload visibility across deals
- 150 GB file storage
- 25,000 AI credits/mo
- Complete audit trail
- Priority support
14-day free trial · Full access to every feature · Cancel anytime · No long-term contracts
Why CRE teams outgrow Excel pro formas
A commercial real estate pro forma lives in Excel for a reason. The flexibility, the formulas, the sensitivity tables — Excel is still the best tool on earth for building a one-off underwriting model. The problem is not the model itself. The problem is what happens when the model needs to be shared, updated, and referenced by more than one person over the life of a deal.
The pattern every CRE team recognizes: the analyst builds v1 of the pro forma. The principal makes edits in v2. The associate drops a new rent roll in and rebuilds v3. The lender asks for a version with different assumptions and the team sends v4. By the time the deal is in committee, nobody is certain which version everybody is looking at. The answer ends up being a Slack message.
MotionCRE does not replace Excel. The pro forma still lives in a spreadsheet when the team builds it. What changes is where the spreadsheet lives and how it is shared. Every version of the underwriting model is attached to the deal workspace with a timestamp and author. The latest version is always the default. Lenders and capital partners see the right version through a secure data room with an expiration date. The Excel model stays the same. The chaos around it goes away.
See the centralized file storage feature for how document versioning works, and the virtual data room feature for how external sharing handles version control automatically.
The spreadsheet-to-software migration path
Moving off a commercial real estate deal management spreadsheet and onto a real system is less painful than most teams expect. The migration is measured in hours, not weeks. Most CRE teams complete the full transition in a single afternoon, and new hires are productive in the new system on day one.
The practical steps: export your existing deal tracking spreadsheet as a CSV with columns for property name, asset class, stage, owner, broker, and purchase price. Import the CSV into MotionCRE as new deal cards. Upload the associated documents (offering memos, rent rolls, T-12s, inspection reports) into each deal workspace by drag and drop. Invite your team. That is the full migration.
What does not migrate: the Excel underwriting models stay in Excel and get attached to the deal workspace as documents. The pro forma stays where the analyst builds it best. Everything around the pro forma (pipeline tracking, document version control, task accountability, lender communication, data rooms for external sharing) moves into MotionCRE.
For the detailed playbook on what to bring, what to leave behind, and how to structure the first week of using a real system, read the full spreadsheet-to-software migration guide.