7.0 CRM

Your contact book. Linked to every deal.

The CRM that populates from your deal flow - not the other way around.

7.1Capture

Built from your deal flow.

Every inbound IM automatically identifies the sending broker, creates their contact, and links it to the deal. Your network grows without any manual entry.

Colliers Zürich
Broker3 active deals
Alpenstrasse 17Linked
Seestrasse 12Linked
Bergweg 8Linked
4 contacts at this company
7.2Connect

One profile. Every interaction.

Open any company or contact and see every deal they're linked to, every email thread, and every note from your team - in one view.

Company detail
OverviewEmailsDeals
Updated rent roll attached2h ago
DD call moved to FridayYesterday
Internal note

Seller is responsive, but technical annexes usually arrive late.

7.3Reach out

Send from context, not from scratch.

Compose and send emails directly from a company or deal profile. Templates pre-fill with deal and contact data. Every message logs automatically against the right transaction.

Email composerTemplate + variables
ToH. Müller <colliers.ch>
TplRequest missing DD documents

Hello Hans,

for Alpenstrasse 17 we still need the fire insurance policy and latest CapEx history.

Suggested recipientDeal-linked
7.4Measure

See which relationships drive your deals.

Track deal volume, activity, and rejection patterns per broker. Know which relationships actually move deals forward - based on history, not gut feel.

Broker dashboardVolume + activity

JLL

14 dealsCHF 118M
Active

Colliers

9 dealsCHF 74M
Active

CBRE

6 dealsCHF 51M
Active

FAQ

AssetOS CRM is built for real estate transactions. Every company and contact is linked to the deals they're connected to - brokers to the transactions they sourced, sellers to the properties they listed, buyers to their mandates. There's no configuration required to make this work.

See AssetOS in action

A short demo to show how AssetOS fits into your workflow.