Dashboards + CRM
Tenant dashboards center companies and relationships. Landlord dashboards center buildings, suites, vacancies, tours, proposals, and downtime risk.
CRM now opens with a shorter start-here flow, a smaller priority snapshot, and a focused record view first, while deeper pipeline, intake, and inventory tools stay available inside an advanced workspace when you need them.
The Deals workspace now includes a dedicated deal-room shell inspired by enterprise leasing systems: each transaction can be run through explicit Overview, Company, Updates, Listings, Tours, Negotiation, User Management, and Client View tabs instead of one long generic form.
Those deal rooms keep projected close timing, move reason, current-location constraints, access controls, curated client-view summaries, and negotiation trackers attached to the same underlying transaction record used by CRM boards and building workflows.
A dedicated Buildings module now exposes the full building and suite inventory on one shared map with filters, result lists, detail panels, and building-first workflow actions into Surveys, CRM, and Analyses.
The Buildings workspace now supports suite-level filtering, photo-forward result cards, and selected-suite handoff into Surveys so users can move from map browsing to actual option building without rekeying data.
Map selection mode can now drag-select nearby buildings, keep that building set highlighted in the results panel, and feed selected suites directly into Financial Analyses through the same scenario workflow used elsewhere in the platform.
CRM intake now supports typed building search with existing-record autofill and an add-building path when no current match exists.
Account CRM settings now include a shared CoStar Excel import path. Published `.xlsx` office inventory rows update the common building dataset used across CRM for all users, while client-scoped records and overrides remain isolated inside each workspace.
Landlord building views now include an editable stacking-plan workspace for floors and suites, with optional economics such as rate, OpEx, abatement, TI allowance, concessions, and size saved directly to the active building record.
Current lease, amendment, abstract, and sublease uploads can seed or refresh stack occupancy. Proposal, LOI, and counter uploads do not overwrite stack occupancy.
Buildings now also support deal-linked shortlist and tour workflow actions, so selected suites can move directly into shortlist, scheduled tour, and proposal-requested states without leaving the building workspace.
CRM now exposes dedicated shortlist and tour boards inside the deal workspace so teams can manage option progression and tour outcomes visually after the building-side handoff.
Those CRM boards now support inline editing for tour attendees, notes, and follow-up tasks, plus AI actions for generating a tour brief or preparing proposal-request guidance directly from the active card.
Board-level building, broker, and date filters make the shortlist and tour workspace usable for larger teams without forcing users to leave the deal record.
Shortlist and tour cards can now be dragged directly between board columns, which updates the same underlying CRM workflow records that drive the rest of the deal workspace.
Shortlist cards now support inline owner assignment and tour cards support inline assignee fields, so board responsibility can be set directly where the work is happening.
Board cards can now be selected in bulk for reassignment, which lets a lead broker rebalance shortlist ownership or tour coordination across multiple cards at once without opening every record individually.
Teams can save both deal-specific and team-wide board views for recurring broker or building slices, and team-wide views are now role-aware so shared filters can be reused without giving every user edit rights to the shared view layer.
Completed tour cards now support AI-generated post-tour recap email drafts with subject and body output, plus one-click send-to-client through the backend mail flow and one-click log-to-deal actions so the recap becomes part of real workflow follow-through.