Relationship Management

The commercial real estate CRM that builds itself from your deal flow.

A CRM for commercial real estate investors. Every contact builds itself from the deals people send you, so you can see who sends the deals worth your time.

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How it works

Turn your deal flow into a relationship record

Your deal flow is your relationships, and most firms don't track them. Who sent what, who's gone quiet, who brings the deals that fit: it all lives in memory, until the person who remembers leaves. Altrio builds the record for you as deals flow.

01

Contacts build themselves

Every inbound deal ties back to the person who sent it, so your contact list builds itself as deals flow. No one logs a call or creates a record by hand. The relationship history is simply there when you need it.

Altrio's Contacts view automatically building a broker's record from an inbound deal email in Outlook, showing a contact list and a profile with a timeline of email, call, and meeting activity.
02

See who sends you what.

Every deal links to its sender. Filter the record by sender and period to see which brokers send the deals that fit your buy box, and which send the ones that never do.

Altrio's Contacts dashboard tracking relationship health, with Top Sources, Highest Quality, and Going Cold cards above a table listing each contact's firm, opportunities, average fit, and last-active date.
Need activity logging, deal marketing and counterparty matching?Explore Altrio Enterprise →

One platform, from sourcing to close

Up next: plans & pricing

Find the plan that fits how you invest

That's the full loop: sourcing, pipeline, market data, and relationships, each one feeding the next.

Compare editions →
01 Deal sourcing & screeningEvery deal that fits, in one place02 Pipeline managementA pipeline you trust, without the busywork03 Market dataEvery deal you touch compounds your edge
Results

In their words

With Altrio, we are able to leverage our data to derive key insights about real estate investment opportunities across our global business. Since adopting Altrio, we spend our time more efficiently when analyze opportunities and collaborate more easily with our global team.
Graham Russell
Graham Russell
Vice President, Americas, QuadReal Property Group
QuadReal Property Group
Every deal requires collaboration between numerous teams. Before Altrio, we used spreadsheets and email chains to keep teams aligned. Even within teams, different regions were maintaining their data in silos. With Altrio, we unified all of this data into one shared source of truth.
Derrick Perkins
Derrick Perkins
Vice President, Investments, Brookfield Properties
Brookfield Properties
Altrio has proven itself to be an incredibly useful tool for compiling and organizing our firm’s investment pipeline. The ability to populate a few basic deal markers into the site, attach the OM, and return to a fully populated deal profile saves me hours of data entry that would otherwise take me away for lead generation and deal underwriting.
Alex Grant
Alex Grant
Real Estate Acquisitions, Scarp Ridge Capital Partners
Scarp Ridge Capital Partners
This is the first system we’ve used where all of the key investment information actually lives in one place. The connectivity between a portfolio, a deal, and an asset is so much more dynamic in Altrio.
Kayla Cail
Kayla Cail
Assistant Vice President, AEW Capital Management
AEW Capital Management
[Altrio] provides a seamless environment to track and monitor all ongoing acquisition opportunities. It is very convenient to re-surface all old deals and aggregate portfolio data for decision making.
4.6 out of 5 stars
Rated on G2
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See which relationships actually produce

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FAQ

Questions, answered

How do contacts get created?
Automatically. Anyone who sends you a deal becomes a contact, so your CRM builds itself from real deal flow.
What relationship information is tracked?
Each contact is created from the deals they send: the firm, the person, the deals and when they arrived. Logged calls, emails, meetings and notes are part of the Enterprise edition.
Do we have to log calls and emails by hand?
No. The relationship history builds itself alongside your deal flow, so there is nothing to log manually.
Is our relationship data secure?
Yes. Altrio is SOC 2 Type 2 audited, and the report is available on request. Your relationships, pipeline, and model assumptions stay private to your firm, and your data is never used to train AI models.
What if we need counterparty matching, target lists or deal marketing?
Those are part of the Enterprise edition. See the Enterprise page or talk to sales.
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