Frequently Asked Questions

Business Broker CRM is a purpose-built customer relationship management platform designed specifically for Australian business brokers. Unlike generic CRMs, we understand the unique workflows of business broking—from NDA management and buyer qualification to portal syndication and vendor reporting.

We built Business Broker CRM for business brokers and business sales agents across Australia. Whether you're a solo broker, a small team, or a large franchise, our platform scales to meet your needs. We're particularly focused on the Australian market with integrations to local portals like SEEK Business and Bsale.

Generic CRMs require extensive customisation to handle business broking workflows. Business Broker CRM comes pre-configured with everything you need: NDA automation, portal syndication, buyer matching, vendor reporting, and deal pipeline management. No expensive consultants or months of setup required.

Yes! We integrate with SEEK Business, BusinessSales.com.au, Trade Me, Bsale, AnyBusiness, CommercialView, and more. You can list once in our CRM and syndicate to multiple portals with a single click. Enquiries from all portals flow back into your CRM automatically.

Yes. Book a demo and we will show you the CRM, answer questions, and help you choose the package that fits your brokerage.

Absolutely. You can upgrade or downgrade your plan at any time. When upgrading, you'll be charged the prorated difference. When downgrading, the new rate applies at your next billing cycle.

No setup fees and no lock-in contracts. We believe if we're not earning your business every month, we don't deserve it. You can cancel anytime, and we make it easy to export your data.

Yes! Annual plans come with a 20% discount. You can switch to annual billing from your account settings at any time.

We accept all major credit cards including Visa, Mastercard, and American Express. Enterprise customers can pay via invoice with standard payment terms.

When a buyer enquires on any of your listings, our system automatically sends them a confidentiality agreement (NDA) via email. We integrate with e-signature providers like DocuSign for electronic signing. Once signed, the system automatically releases the information memorandum and notifies you. Automatic follow-up reminders are sent to buyers who haven't completed the process.

Yes! We offer free data migration from spreadsheets, other CRMs, and existing systems. Our team will help you map your data and ensure a smooth transition. Most migrations are completed within a few days.

You create a listing once in Business Broker CRM with all the details, photos, and documents. Then with a single click, you can publish that listing to multiple portals simultaneously. Changes sync automatically—update once, update everywhere. Enquiries from all portals flow back into your CRM for centralised management.

Yes! Our vendor reporting feature generates professional, branded reports showing all activity on a listing—enquiries received, inspections conducted, buyer feedback, and market insights. You can schedule these to send automatically or generate them on-demand.

Yes, Business Broker CRM is fully responsive and works on any device. Access your listings, respond to enquiries, and manage deals from your phone or tablet when you're out of the office.

All data is stored securely in Australian data centres. We understand the sensitive nature of business sale information and take data sovereignty seriously.

Security is our top priority. All data is encrypted in transit and at rest. We use industry-standard security practices, regular security audits, and implement strict access controls. Our secure data room feature includes watermarking, access logging, and expiring links.

Yes, you can export all your data at any time in standard formats (CSV, PDF). We believe your data belongs to you, and we make it easy to take it with you if you ever decide to leave.

We take confidentiality seriously. Our secure data room allows you to share sensitive documents with tracked access—you can see who viewed what and when. Documents can be watermarked with the viewer's name, and access links can be set to expire automatically.