DealMerge review
A focused CRM for managing commercial property, lease, contact, and deal workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
DealMerge is a cloud, web-based CRM and brokerage workflow platform for commercial real estate brokers. It brings contacts, properties, leases, deals, notes, tasks, documents, and activity into one workspace. The product is suited to solo brokers as well as small, mid-market, and enterprise teams that need connected records for property and deal work. Lead and property matching, imports, email and calendar synchronization, lease analytics, forecasting, and an AI assistant extend it beyond basic contact management.
Pricing is structured around three plans. Core costs $99 per user per month, billed monthly, and includes CRM, deals and leases, lead matching, email and calendar sync, 75 GB of document storage, light forecasting, and 50 AI extractions per month. Pro costs $159 per user per month and adds advanced AI, custom pipelines, multiple email and calendar sync accounts, 200 GB of document storage, and advanced forecasting. Enterprise adds tailored onboarding and migration support, API access, custom sync accounts, unlimited document storage, custom forecasting, and full collaboration and permissions. A 14-day trial is available, and the pricing page states that no credit card is required; the terms allow payment details for some trials.
The standout fit is workflow continuity: teams can import existing contacts, properties, leases, and deals, then connect records to documents, tasks, handoffs, analytics, and an AI assistant for retrieving information and creating or updating records. Email and calendar synchronization supports day-to-day coordination, while API access and custom sync accounts give Enterprise teams more control. DealMerge should appeal to brokerages that want a focused real estate workspace with matching, lease intelligence, and document handling. Teams prioritizing a native mobile app, named third-party integrations, or automated follow-up workflows should consider alternatives with those capabilities.
DealMerge pros and cons
- Where it wins
- Connects contacts, properties, leases, deals, tasks, and documents
- Lead and property matching plus imports support brokerage workflows
- AI assistant, forecasting, and email and calendar synchronization
- Where it doesn't
- Starts at $99 per user per month with no free plan
- Platform coverage is web and API rather than a native mobile app
- Follow-up centers on tasks and handoffs rather than stated automation
DealMerge fact sheet, pricing and score →
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