Pinnacle Workflows

Automations for CRE: More deals, less data entry

We build lead intake + CRM workflows that save brokers and investors hours every week and help close more transactions

Problem

Manual follow-up is your silent deal killer

CRE brokers and property managers spend 30–36% of their week on admin tasks like manual lead entry and repetitive data updates, draining productivity and profit.

Our Solution

We automate your lead intake and CRM updates

Businesses using AI-powered CRM and workflow automation see up to 40% cost reductions and a 30% boost in revenue, results we aim to replicate for every client.

Our Process

  1. Audit your current workflows – find the hidden bottlenecks

  2. Build & launch automations – customized for your deal flow

  3. Integrate & support – we train your team and keep it simple

Pinnacle Workflows

Not ready to book a call?

Tell us a little about your current workflow, and we’ll send back a free automation audit with specific recommendations for saving time and boosting deal flow.

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