⚡ Purpose-built CRM for brokerage firms
The First CRM Built for the Entire Business Brokerage Lifecycle
From seller onboarding to closing day, SaleStream automates listings, NDAs, deal rooms, buyers, and deadlines—so your team closes more deals with less effort.
SaleStream CRM — Dashboard
Live
- Dashboard
- Listings
- Interests
- Deal Rooms
- Projects
- Automated Emails
Seller Intake → Listing
Auto-created prospect listing
NDA → Instant CIM
Fewer steps, higher follow-through
Deal Rooms
Expiring access + revocation
Under Contract Projects
Templates + auto due dates
⚡ Built around real brokerage workflows
A modern operating system for business brokerage firms—designed to remove manual work and keep deals moving.
One Platform for Every Stage of the Deal
SaleStream is not a contact manager. It’s a brokerage execution system: seller onboarding, listings, buyers, NDAs, CIMs, deal rooms, and closings—together.
Seller Onboarding
Start with the Seller
- Seller signup (broker-initiated or self-serve)
- Structured BVI captures full business profile
- Auto-creates a prospect listing—no re-typing
Buyer Experience
Remove Friction
- NDA signing with instant CIM access
- Optional broker approval mode for sensitive listings
- Lead progress tracking + activity history
Closing Execution
Win Under Contract
- Projects + task templates
- Auto-calculated due dates by deal stage
- Team assignment + visibility
Designed to Save Time, Reduce Risk, and Close More Deals
Feature depth matters—but outcomes matter more. SaleStream is engineered to eliminate manual steps that slow brokers down.
Save Broker Hours
- Auto listing creation from seller intake
- AI-assisted CIM drafts with broker review
- Automated follow-ups via trigger emails
Keep Buyers Engaged
- Instant NDA → CIM (no inbox scavenger hunts)
- Confidential deal room access on signature
- Clear next-step workflow for every lead
Secure Document Sharing
- Role-based deal rooms: seller, buyer, third-party
- Automatic expiry + revocation
- Centralized audit-friendly access control
Reduce Closing Risk
- Project templates for repeatable closings
- Auto due dates from contract start
- Deadlines visible and assignable to the team
How It Works
A single workflow from intake to closing—with automation where it matters and control where you need it.
Seller Signup
1
Broker adds seller or seller self-registers.
BVI Intake
2
Seller completes structured valuation intake.
Prospect Listing
3
Listing created automatically in prospect status.
Deal Rooms
4
Folders created instantly for secure uploads.
AI CIM Draft
5
Builds a CIM using intake + listing inputs.
NDA → CIM
6
Buyers sign and access instantly (optional approval).
Projects
7
Apply templates; due dates auto-calculate.
Compare SaleStream to Traditional Broker CRMs
Most platforms start at the listing. SaleStream starts at the seller—and carries the workflow to closing.
Capability
SaleStream
Typical Broker CRM
Seller onboarding (BVI intake)
✅ Native
❌ Not included
Automatic listing creation
✅ Yes
❌ Manual build
Instant NDA → CIM flow
✅ Yes
❌ Multi-step email workflow
Automated deal rooms + expiry
✅ Yes
⚠️ Limited / manual
Projects with auto due dates
✅ Yes
❌ Not included
Pricing Built for Brokerage Firms
Every SaleStream customer gets full platform access. Pricing scales based on your brokerage’s structure and usage—not feature limitations.
Full Platform Access
One Platform. One Offer.
Whether you’re a solo broker or a multi-office brokerage, SaleStream delivers the same complete system to support the entire deal lifecycle—from seller onboarding to closing day.
Included in every plan
- CRM built specifically for business brokers
- Seller onboarding & Business Valuation Intake (BVI)
- Automated listing creation
- Secure deal rooms
- NDA workflows & buyer access controls
- CIM creation and sharing
- Project management for active deals
- Task templates with automated due dates
- Team assignments & internal visibility
- Automated emails & trigger workflows
- Reporting and activity tracking
How pricing works
- Number of brokers and staff
- Number of offices
- Deal volume and workflow complexity
No feature tiers. No artificial limits. No rebuilding processes as you grow.
We’ll provide a tailored quote after a short walkthrough of your brokerage workflow.
Resources for Modern Brokerages
Short guides and playbooks on intake, buyer workflows, and closing execution. (Add content as you publish.)
Guide: Seller Intake That Scales
How to standardize data collection without slowing sellers down.
Guide: Reduce Buyer Drop-Off
Why instant NDA-to-CIM access improves follow-through.
Guide: Under-Contract Execution
Templates + deadlines to keep closings on track.
See SaleStream in Action
A short walkthrough tailored to how your brokerage operates. No pressure. No obligation.
What you’ll see
- Seller onboarding + BVI
- Auto listings + CIM workflow
- NDA → instant buyer access
- Deal rooms + under-contract tasks
Who it’s for
- Brokerages using legacy CRMs
- Teams managing many listings
- Firms that want automation & control