Business broker CRM built around the buyer, the NDA and the LOI
General sales CRMs track leads and opportunities. A business broker tracks buyers against listings, NDAs, proof of funds, data room access and letters of intent. The CompanyBrokers CRM is built for that work and is included in the Broker plan.
A buyer pipeline that matches how deals move
- Inquiry
- NDA signed
- Proof of funds
- CIM sent
- Management call
- LOI
- Due diligence
- Closed
Each buyer card shows the listing, the buyer's criteria, the NDA record, the proof of funds status and the last data room activity.
What the business broker CRM does
Automatic NDA tracking
Every NDA signed on a listing lands on the buyer record with timestamp, IP and the signed PDF.
Proof of funds on the record
Statements, pre-qualification letters and fund commitments sit with the buyer, with the date they were provided.
Data room activity
See which documents a buyer opened, when and for how long, and spot the buyers who are actually doing the work.
Buyer history across listings
One buyer record for every listing they inquired on, so a buyer who passed on one deal shows up when the next fits their criteria.
Notes, tasks and reminders
Call notes, follow-up dates and tasks per buyer and per listing, with a daily list of what is due.
Seller side
Seller contacts, listing agreement dates, price changes and weekly activity reports you can send to the owner.
Reports for brokers and principals
- Inquiries, NDAs and LOIs per listing and per week
- Days on market and days from LOI to closing
- Buyer sources and conversion by stage
- Team pipeline across all brokers on the Brokerage plan
Why not a general CRM
| Need | General CRM | CompanyBrokers CRM |
|---|---|---|
| NDA e-sign linked to the buyer | Add-on or manual | Built in |
| Proof of funds before financials | Manual | Built in |
| Data room access per buyer | Separate tool | Built in |
| Blind listing with name release | Not built for it | Built in |
| Buyer matched to new listings | Manual | Deal alerts |
Move in without starting over
Import buyers and listings from CSV, keep your existing NDAs as attachments, and export everything whenever you want. See the full business broker software or compare pricing.
Is the CRM a separate product
No. It is included in the Broker, Brokerage and Enterprise plans.
Can my assistant use it
On the Brokerage plan you get 10 seats with roles, so assistants and co-brokers work in the same pipeline with their own permissions.
Can I import my buyer list
Yes. Upload a CSV with names, emails and criteria. Imported buyers receive no email from us unless you invite them to a listing.
Run every buyer from first inquiry to closing in one place
- Revenue
- $2,140,000
- SDE
- $486,000
- Asking price
- $1,650,000
- Multiple
- 3.4x SDE
- Reason for sale
- Owner retiring