CYB sample build — Atrium, a white-label CRM for commercial real estate brokerages ← Back to Custom CRM
Active deals
34
▲ 6 this month
Pipeline value
$4.2M
▲ 12% QoQ
Hot contacts
27
of 1,482 scored
Commissions due
$386K
5 invoices >30 days
Property mapBaltimore Metro · DC
AI assistant
Which leases expire in the next 120 days?
3 leases: Canton Crossing Ste 210 (28 days), Fells Point retail (64), Towson office 4F (101). Drafted renewal outreach for each — review in Activities.
✦ 3 records updated · logged as AI activity
Ask about deals, comps, contacts…
Leases — days to expiry
{{ l.name }}
{{ l.tenant }}
{{ l.days }} days
Commissions
DealGrossAgent netHouseStatus
{{ c.deal }}
{{ c.gross }}
{{ c.agent }}
{{ c.house }}
{{ c.status }}
PropertyTypeGLAVacancyAsking rateBroker
{{ p.name }}
{{ p.city }}
{{ p.type }}
{{ p.gla }}
{{ p.vac }}
{{ p.rate }}
{{ p.broker }}
Prospecting · 12
Meridian Logistics reloc.
42,000 SF · Industrial · Hot
Juniper Health suites
8,200 SF · Medical · Warm
Touring · 9
Bramble & Co HQ
15,500 SF · Office · J. Landsman
Northgate pad site
1.2 AC · Retail · R. Conn
LOI / Negotiation · 8
Harborview anchor lease
28,000 SF · $24.50/SF NNN
Fern Distribution BTS
60,000 SF · Industrial
Closing · 5
2200 Frederick Rd sale
$6.1M · Est. comm. $122K · K. Leibowitz
White-label onboarding

We load your data, set up in a week. Lossless — any column that doesn't match a base field is auto-registered as a custom field and stays visible on the record. Nothing dropped, no manual mapping.

⇪
Drop CSV or Excel (.xlsx) files
Headers auto-map to contacts, comps, properties, deals, leases, commissions, documents
Assign to broker Auto-map headers Unmapped → custom fields Round-trip verified
Import status — Keystone Realty Partners
{{ f.file }}
{{ f.user }}
{{ f.coll }}
{{ f.rows }}
{{ f.status }}