vs. Leasing CRM
They track the deal. We draft the documents.
VTS, Dealpath, and other leasing CRMs are essential for managing your pipeline. When terms are agreed, LeasePilot generates the lease documents. One workflow, two specialized tools.
From pipeline to signed lease
CRMs manage the deal. LeasePilot drafts the documents. Each tool excels at its stage of the workflow.
- № 01CRM
Prospect
Tenant inquiry, availability check.
- № 02CRM
Tour & Negotiate
Space tours, term discussions.
- № 03CRM
Terms Agreed
LOI or deal sheet finalized.
- № 04LeasePilot
Draft Lease
Generate the complete lease document.
- № 05Both
Execute
Revisions, signatures, move-in.
CRM + LeasePilot = complete workflow
Your leasing CRM is the source of truth for deal status, tenant communications, and pipeline analytics. LeasePilot takes over when it's time to create the actual lease document.
LeasePilot integrates with your CRM so the handoff is clean. Deal terms flow in. Lease status flows back. No duplicate data entry, no version confusion.
Deal data flows to drafting
Tenant name, space details, and agreed terms auto-populate in lease templates
Status updates sync back
Lease draft status and execution dates flow back to your CRM pipeline
One source of truth for terms
No re-keying deal information, what's in the CRM is what's in the lease
CRM integration workflow
- № 01
Deal reaches lease stage in CRM
Tenant approved, terms negotiated.
- № 02
Terms sync to LeasePilot
Deal data populates the lease template.
- № 03
Lease generated automatically
Complete draft with all calculations in place.
- № 04
Status syncs back to CRM
Pipeline reflects document status.
Deal management vs. document generation
The record
Leasing CRM
LeasePilot
§ Deal Management
- Deal pipeline managementYesNo
- Tour schedulingYesNo
- Tenant communicationYesNo
- Market analyticsYesNo
§ Document Generation
- Proposal generationPartialYes
- Lease draftingNoYes
- Rent calculationsNoYes
- Clause managementNoYes
- Amendment generationNoYes
01Deal pipeline management
02Tour scheduling
03Tenant communication
04Market analytics
05Proposal generation
06Lease drafting
07Rent calculations
08Clause management
09Amendment generation
CRMs we complement
These platforms track deals. We draft the documents.
- VTSLeasing & asset management
- DealpathDeal management
- Juniper SquareInvestment management
- BuildoutBrokerage marketing
At your service
From agreed terms to signed lease
Deal data flows in from your CRM. A complete lease draft comes out. No re-keying, no version confusion.