Ambi for Commercial real estate

The CRM for commercial real estate teams that fills itself in.

Ambi reads your team's email and calls and keeps every listing, LOI, tenant rep and referral current, with the sentence behind each change. Brokers stay in the field; the CRM keeps up.

Alex Romero, Tenant rep, for Northgate Dental: "Our client accepts the space. Counter: 7-year term, 4 months free, start date March 1." Ambi updates the Meridian Commercial Realty deal: stage LOI, amount $96,000, Term 7 years, Concession 4 months free, Start March 1.

Where the CRM breaks in commercial real estate.

The work happens in email and on calls. The CRM finds out late, or never.

  1. 01

    Every deal has ten parties

    Tenants, landlords, tenant reps, attorneys and lenders all email different people on your team.

  2. 02

    LOI terms change by the day

    Rent, term and concessions move in a thread, and the deal record still shows the first ask.

  3. 03

    Follow-ups depend on memory

    A tour last week, a tenant rep who said "check back in a month". Nobody gets the reminder.

A day with Ambi in commercial real estate.

Example: a day at a 25-broker commercial brokerage. Names and companies are made up; every step is something Ambi does today.

  1. 8:00 AM
    Email to deal update

    Overnight LOI changes

    The tenant's rep countered on term and free rent. Ambi updated the deal and kept the previous terms in the history.

  2. 11:00 AM
    Meeting to deal update

    Tour notes from the call

    After a tour, the broker's call notes become the next step and a follow-up date.

  3. 3:30 PM
    Tasks from promises

    Check back when they said

    "Check back in a month" became a task due in a month, with the line it came from.

  4. On the road
    Phone app

    Between showings

    Read the deal brief and approve the drafted follow-up from the phone app.

Find your next customers.

Describe the companies you want in one sentence. Ambi researches each one, finds two right people with verified work emails, and drafts the campaign in your voice. Nothing goes out until you approve it.

How prospecting works
  • Companies hiring fast in your marketHeadcount growth often means a space need within a year.
  • Lease events and expansionsAmbi reads company sites and news for new offices and closures.
  • Industry, size and locationFilter tenants by industry, headcount and city.

Your stages and fields, not a generic template.

When we move your data across, we map the stages and fields your team already uses. A typical setup:

Typical stages

  1. Prospect
  2. Pitch
  3. Touring
  4. LOI
  5. Lease negotiation
  6. Signed
  7. Nurture

Fields Ambi keeps filled in

  • Property and suite
  • Tenant rep and landlord rep
  • Rent, term and concessions
  • LOI version
  • Lease expiration
  • Referral source

Works with the tools you already use

  • Outlook
  • Gmail
  • Microsoft Teams
  • Zoom
  • DocuSign
  • Calendly
  • QuickBooks
  • Zapier

Some connections are being added now. Ask on the demo which ones are live for your team. How mailbox access works.

Questions from commercial real estate teams

Can Ambi track LOI terms as they change?

Yes. When rent, term or concessions change in an email or on a call, Ambi updates the deal and keeps the earlier terms in its history, each with the source.

Does it handle deals with many parties?

Yes. Tenants, landlords, reps, attorneys and lenders are contacts on the deal, added as they join the conversation.

Can brokers use it from their phone?

Yes. The phone app shows deal briefs and lets brokers approve drafted follow-ups between showings.

Will Ambi email clients on its own?

No. Ambi drafts follow-ups; the broker approves each one before it is sent.

See Ambi on your own deals.

Thirty minutes. We connect a test mailbox, run Ambi on real threads and show you what it would have done this week.

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