Everything you need to sell more businesses
From confidentiality and buyer qualification to vendor reporting and settlement tracking, the platform is built around how business brokers actually run mandates.
Features built around broker workflows
See the tools that separate a purpose-built brokerage CRM from a generic database or repurposed property platform.
Automated NDA Workflow
Stop relying on manual follow-up to move buyers through confidentiality. The workflow sends agreements as soon as an enquiry arrives, tracks signatures, follows up automatically, and releases the right information once complete.
- Instant confidentiality agreement dispatch on enquiry
- E-signature integration
- Automatic reminder sequence
- Controlled release of buyer information packs
Portal Syndication
Create a listing once, then distribute it across the portals your buyers already use. Keep details consistent, avoid duplicate entry, and bring enquiries back into one brokerage workflow.
- Connected Australian and New Zealand portal integrations
- Single-entry listing workflow
- Faster updates across portals
- Centralised enquiry capture
Intelligent Buyer Matching
Surface the right buyers faster by matching listings to buyer criteria, budget, location, and stated preferences. Spend less time searching your database and more time progressing qualified opportunities.
- Automatic buyer-to-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 listing records with financials, photos, documents, and custom fields so your team has one reliable source of truth.
Portal Syndication
Publish to SEEK Business, BusinessSales.com.au, Bsale, Trade Me, and more with one workflow, then keep updates consistent across connected portals.
Professional Marketing Materials
Generate professional IMs, flyers, and marketing emails directly from listing data using brokerage-ready branded layouts.
Listing Lifecycle Management
Track listing agreements, campaign changes, price movements, and expiry dates so renewals and vendor conversations do not slip.
Buyer Management
Qualify, track, and convert more buyers
Buyer Qualification
Qualify buyers with structured questionnaires and track financial capacity, experience, and acquisition criteria in one place.
NDA Automation
Send confidentiality agreements as soon as buyers enquire, capture signatures electronically, and automate follow-up until they complete the step.
Buyer Matching
Match qualified buyers to relevant listings and trigger timely alerts when a new opportunity fits their stated criteria.
Buyer Communication
Keep every buyer conversation in one history, with email templates, SMS, and scheduled follow-up supporting a more consistent buyer process.
Deal Management
Track every deal from enquiry to settlement
Visual Deal Pipeline
See every active deal at a glance, update stages quickly, assign due dates, and keep the next action clear for the team.
Secure Data Room
Share due diligence documents securely with features that support tighter control over confidential buyer access.
Task Management
Create deal-specific tasks and checklists so responsibilities, deadlines, and progress stay visible across the brokerage.
Reporting & Analytics
Insights to grow your brokerage
Vendor Reports
Generate polished vendor reports with branded layouts that show enquiry levels, inspections, and buyer feedback clearly.
Performance Analytics
Track conversion rates, average days on market, and revenue by listing source, broker, and mandate type.
Pipeline Forecasting
Forecast likely commission revenue from your current pipeline and keep expected settlements visible by month.
And much more
Additional tools that help your team stay organised, responsive, and credible with buyers and vendors.
Deal Pipeline
Track every deal from first enquiry through to settlement with a visual pipeline that keeps next steps and bottlenecks visible.
Vendor Reporting
Generate branded reports that make it easy for vendors to understand buyer activity, feedback, and campaign progress.
Secure Data Room
Share sensitive due diligence material with tracked access, cleaner permissions, and more control over who sees what.
Team Dashboard
Keep an eye on broker activity, workloads, and follow-up across the team without stitching together separate tools.
Ready to tighten up your brokerage workflow?
Book a personalised demo and see how Business Broker CRM can cut admin, improve buyer handling, and help your team sell more businesses.