Frequently Asked Questions

Business Broker CRM is a purpose-built platform designed specifically for business brokers in Australia and New Zealand. Unlike generic CRMs, it is built around broker workflows such as confidentiality management, buyer qualification, portal syndication, vendor reporting, and deal progression.

We built Business Broker CRM for business brokers and business sales teams across Australia and New Zealand. Whether you are a solo broker, a boutique brokerage, or a larger franchise group, the platform supports how brokerage teams handle listings, buyers, confidentiality, and vendors.

Generic CRMs usually need heavy customisation to support business brokerage workflows. Business Broker CRM starts with the core tools brokers actually need, including NDA automation, portal syndication, buyer matching, vendor reporting, and deal pipeline management, so your team is not building everything from scratch.

Yes. We integrate with SEEK Business, BusinessSales.com.au, Trade Me, Bsale, AnyBusiness, CommercialView, and more. You can create a listing once, syndicate it to multiple portals, and keep enquiries flowing back into one CRM workflow.

Yes. Book a demo and we will walk you through the CRM, answer your questions, and help you work out which package suits your brokerage.

Absolutely. You can move between packages as your team size changes. Upgrade charges are prorated, and any downgrade takes effect from the next billing cycle.

No setup fees and no lock-in contracts. You can cancel any time, and we make it straightforward to export your data if needed.

Yes. Annual plans include a 20% discount, and you can switch when you are ready.

We accept major credit cards including Visa, Mastercard, and American Express. Larger brokerage groups can also pay by invoice on standard terms.

When a buyer enquires on one of your listings, the system can automatically send a confidentiality agreement by email, route it through e-signature, and follow up until it is completed. Once signed, the next information pack can be released automatically and your team is notified.

Yes. We offer free migration from spreadsheets, other CRMs, and existing systems. Our team will help map your data and support a smoother transition.

You create the listing once in Business Broker CRM with the core details, photos, and documents, then publish it across supported portals. Updates are managed from one place, and enquiries from those portals come back into the CRM for centralised handling.

Yes. Vendor reporting creates branded updates showing listing activity such as enquiries, inspections, buyer feedback, and campaign progress. Reports can be generated when needed or scheduled as part of your regular vendor communication.

Yes. Business Broker CRM is responsive and works across devices, so brokers can review listings, respond to enquiries, and manage deal activity while away from the office.

All data is stored securely in Australian data centres. We understand how sensitive business sale information is and treat data sovereignty seriously.

Security is a core part of the platform. Data is encrypted in transit and at rest, access is controlled carefully, and the dataroom supports features such as 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. The secure dataroom is designed to help brokers share sensitive documents with tracked access, so you can monitor who viewed what and when, while using controls such as watermarking and expiring links.