Everything you need to sell more businesses
From NDA automation to portal syndication, our purpose-built CRM gives Australian business brokers all the tools they need to work smarter and close more deals.
Powerful Features Built for Brokers
Deep dive into the capabilities that set Business Broker CRM apart from generic CRM solutions.
Automated NDA Workflow
Stop chasing buyers for signed NDAs. Our automated workflow sends confidentiality agreements instantly when buyers enquire, tracks signatures, sends reminders, and releases information automatically once signed.
- Instant NDA dispatch on enquiry
- E-signature integration
- Automatic follow-up reminders
- Conditional information release
Portal Syndication
List once, publish everywhere. Your listings automatically syndicate to SEEK Business, BusinessSales.com.au, Bsale, and other major Australian business-for-sale portals with a single click.
- 8+ portal integrations
- One-click syndication
- Automatic updates across portals
- Enquiry centralisation
Intelligent Buyer Matching
Our smart matching algorithm connects qualified buyers with suitable listings based on industry preferences, budget, location, and buying criteria. Spend less time searching, more time selling.
- Automatic buyer-listing matching
- Buyer qualification scoring
- Search criteria tracking
- Proactive buyer alerts
Listing Management
Everything you need to manage your business listings
Comprehensive Listing Profiles
Create detailed business listings with financials, photos, documents, and custom fields. All the information buyers need in one place.
Portal Syndication
Publish to SEEK Business, BusinessSales.com.au, Bsale, and more with one click. Changes sync automatically across all portals.
Professional Marketing Materials
Generate professional CIMs, flyers, and marketing emails directly from your listing data. Branded templates for your brokerage.
Listing Lifecycle Management
Track listing agreements, price reductions, and expiry dates. Automated reminders keep you on top of renewals.
Buyer Management
Qualify, track, and convert more buyers
Buyer Qualification
Qualify buyers with customisable questionnaires. Track financial capacity, experience, and buying criteria.
NDA Automation
Send NDAs instantly when buyers enquire. E-signature integration and automatic follow-ups until signed.
Buyer Matching
Smart algorithms match qualified buyers to suitable listings. Automatic notifications when new matches are found.
Buyer Communication
Centralised communication history with every buyer. Email templates, SMS, and scheduled follow-ups.
Deal Management
Track every deal from enquiry to settlement
Visual Deal Pipeline
Kanban-style pipeline shows every deal at a glance. Drag and drop to update stages, set due dates, and track progress.
Secure Data Room
Share due diligence documents securely. Watermarking, download tracking, and expiring access links.
Task Management
Create deal-specific tasks and checklists. Assign to team members, set deadlines, and track completion.
Document Generation
Generate contracts, letters of intent, and settlement statements from templates pre-filled with deal data.
Reporting & Analytics
Insights to grow your brokerage
Vendor Reports
Professional vendor reports generated automatically. Branded templates showing enquiries, inspections, and feedback.
Performance Analytics
Track conversion rates, average days on market, and revenue by listing type, source, and team member.
Pipeline Forecasting
Forecast commission revenue based on your pipeline. Track expected settlements by month.
Custom Reports
Export data to CSV or PDF for custom analysis. Integration with accounting software for commission tracking.
And Much More
Discover all the tools that make your brokerage more efficient.
Deal Pipeline
Visual Kanban-style pipeline to track every deal from listing to settlement. Never lose track of where a deal stands.
Vendor Reporting
Professional branded reports generated automatically. Keep vendors informed.
Secure Data Room
Share sensitive documents securely with tracked access and expiring links.
Team Dashboard
See your entire team's activity at a glance. Track performance, manage workloads, and collaborate.
Ready to transform your brokerage?
Book a personalised demo and see how Business Broker CRM can help you close more deals.