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Automate scheduling workflows for commercial real estate brokers

Automate scheduling workflows for commercial real estate brokers

Streamline tours, client updates, and deal coordination with automated scheduling workflows built for commercial real estate teams.

Streamline tours, client updates, and deal coordination with automated scheduling workflows built for commercial real estate teams.

Dashboard of setting up an automated workflow in Cal.com for a commercial property tour reminder with confirmation request.

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

How Cal.com Workflows power CRE scheduling

How Cal.com Workflows power CRE scheduling

Coordinate property tours, client meetings, and deal milestones with automated workflows. Cal.com connects calendars, CRMs, and communications so brokers keep momentum across the entire cre deal pipeline without manual follow up.

Coordinate property tours, client meetings, and deal milestones with automated workflows. Cal.com connects calendars, CRMs, and communications so brokers keep momentum across the entire cre deal pipeline without manual follow up.

01

Connect your sources and set availability

Integrate Google, Office 365, or iCloud calendars, sync multiple team calendars, and define market or asset-type availability. Pull context from your CRM and deal rooms to prefill key details.

02

Create event types for CRE needs

Build templates for property tours, site selection workshops, LOI reviews, and diligence check-ins. Add intake questions for budget, square footage, timing, and location to qualify faster.

03

Automate reminders and handoffs

Trigger email, SMS, and WhatsApp reminders, send confirmations, route internal notifications to Slack, and fire webhooks to your CRM. Keep stakeholders aligned from first tour to signed lease.

Benefits for brokers and leasing teams

Benefits for brokers and leasing teams

Win deals faster with frictionless booking, consistent communication, and fewer no-shows. Automate the tenant rep process, keep owners informed, and move prospects from tour to LOI with confidence.

Win deals faster with frictionless booking, consistent communication, and fewer no-shows. Automate the tenant rep process, keep owners informed, and move prospects from tour to LOI with confidence.

Image showing a Cal.com meeting reminder on mobile for a commercial property tour with client responses.

01

Shorten cycle time across your cre deal pipeline

Accelerate first meetings, property tours, and negotiation touchpoints with automated confirmations and reminders that keep prospects engaged and responsive.

02

Deliver a high-touch experience at scale

Send branded updates and personalized prep materials for each property, including a site selection checklist or neighborhood insights, without manual effort.

Image of a bookings dashboard with tours, LOI reviews, and landlord update meetings for CRE brokers.

03

Reduce no-shows and rescheduling

Automated multi-channel reminders and time zone detection help ensure decision makers show up prepared, which preserves tour days and team bandwidth.

04

Keep every stakeholder aligned

Route internal alerts to Slack and CRM, share timelines with landlords, and schedule recurring diligence check-ins tied to your due diligence checklist commercial property.

Image of a branded email template sending LOI and due diligence reminders for a CRE deal.

Features built for commercial real estate operations

Features built for commercial real estate operations

Open scheduling infrastructure with enterprise-grade controls, self-hosting, and developer options to fit complex brokerage workflows and compliance needs.

Open scheduling infrastructure with enterprise-grade controls, self-hosting, and developer options to fit complex brokerage workflows and compliance needs.

Routing forms for qualified bookings

Route prospects to the right broker by market, asset class, budget, and timeline. Reduce back-and-forth and protect senior time.

Group and round-robin scheduling

Coordinate multi-broker or landlord-attended tours, or distribute intro calls across your team to balance pipeline load.

Branded multi-channel notifications

Send email, SMS, or WhatsApp with your brand. Attach resources like an LOI commercial real estate template or tour prep checklist.

Advanced buffers and travel time

Add travel buffers between property tours, cap daily meetings, and auto-adjust for traffic windows to protect productivity.

Workflow automation and webhooks

Trigger sequences on booking, reschedule, or cancellation. Update your CRM, notify Slack, or start a deal room via API.

Secure, enterprise, and flexible hosting

SSO, SCIM, audit logs, and role-based access. Choose hosted or self-hosted. Review our security posture at https://cal.com/security.

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Todas as suas ferramentas principais sincronizadas com as suas reuniões

A Cal.com funciona com todas as aplicações já no seu fluxo, garantindo que tudo funcione perfeitamente em conjunto.

Todas as suas ferramentas principais sincronizadas com as suas reuniões

A Cal.com funciona com todas as aplicações já no seu fluxo, garantindo que tudo funcione perfeitamente em conjunto.

Todas as suas ferramentas principais sincronizadas com as suas reuniões

A Cal.com funciona com todas as aplicações já no seu fluxo, garantindo que tudo funcione perfeitamente em conjunto.

Perguntas frequentes

Perguntas frequentes

Estas são algumas das nossas perguntas mais frequentes.

Estas são algumas das nossas perguntas mais frequentes.

Can Cal.com support multi-location property tours with several stakeholders?

Yes. Create group events with multiple attendees, add travel buffers between stops, and send role-based reminders to clients, landlords, and co-brokers.

How do workflows fit into the tenant rep process?

Use routing to qualify, auto-book discovery, schedule tours, and automate follow-ups. Add steps for LOI review and diligence check-ins to keep momentum.

Can I include a site selection checklist in confirmations?

Yes. Add links or attachments in email and SMS templates so clients receive a site selection checklist before tours. See templates at https://cal.com/apps.

How do I share an LOI commercial real estate template automatically?

Create a workflow step that sends your LOI template after a review meeting is booked or completed. Automate via API or no-code builder at https://cal.com/docs.

Will this integrate with our CRM and Slack?

Yes. Use native apps and webhooks to sync contacts, meetings, and deal stages, and to post alerts in Slack. Explore integrations at https://cal.com/apps.

Is Cal.com secure enough for enterprise landlords and brokerages?

Yes. Cal.com offers SSO, SCIM, audit logs, GDPR, SOC 2 aligned practices, and optional self-hosting. Learn more at https://cal.com/security and https://github.com/calcom/cal.com.

Can developers manage workflows programmatically?

Yes. Cal.com is API-first. Create and manage events, workflows, and webhooks via API. Read docs at https://cal.com/docs and platform details at https://cal.com/platform.

Can Cal.com support multi-location property tours with several stakeholders?

Yes. Create group events with multiple attendees, add travel buffers between stops, and send role-based reminders to clients, landlords, and co-brokers.

How do workflows fit into the tenant rep process?

Use routing to qualify, auto-book discovery, schedule tours, and automate follow-ups. Add steps for LOI review and diligence check-ins to keep momentum.

Can I include a site selection checklist in confirmations?

Yes. Add links or attachments in email and SMS templates so clients receive a site selection checklist before tours. See templates at https://cal.com/apps.

How do I share an LOI commercial real estate template automatically?

Create a workflow step that sends your LOI template after a review meeting is booked or completed. Automate via API or no-code builder at https://cal.com/docs.

Will this integrate with our CRM and Slack?

Yes. Use native apps and webhooks to sync contacts, meetings, and deal stages, and to post alerts in Slack. Explore integrations at https://cal.com/apps.

Is Cal.com secure enough for enterprise landlords and brokerages?

Yes. Cal.com offers SSO, SCIM, audit logs, GDPR, SOC 2 aligned practices, and optional self-hosting. Learn more at https://cal.com/security and https://github.com/calcom/cal.com.

Can developers manage workflows programmatically?

Yes. Cal.com is API-first. Create and manage events, workflows, and webhooks via API. Read docs at https://cal.com/docs and platform details at https://cal.com/platform.

Can Cal.com support multi-location property tours with several stakeholders?

Yes. Create group events with multiple attendees, add travel buffers between stops, and send role-based reminders to clients, landlords, and co-brokers.

How do workflows fit into the tenant rep process?

Use routing to qualify, auto-book discovery, schedule tours, and automate follow-ups. Add steps for LOI review and diligence check-ins to keep momentum.

Can I include a site selection checklist in confirmations?

Yes. Add links or attachments in email and SMS templates so clients receive a site selection checklist before tours. See templates at https://cal.com/apps.

How do I share an LOI commercial real estate template automatically?

Create a workflow step that sends your LOI template after a review meeting is booked or completed. Automate via API or no-code builder at https://cal.com/docs.

Will this integrate with our CRM and Slack?

Yes. Use native apps and webhooks to sync contacts, meetings, and deal stages, and to post alerts in Slack. Explore integrations at https://cal.com/apps.

Is Cal.com secure enough for enterprise landlords and brokerages?

Yes. Cal.com offers SSO, SCIM, audit logs, GDPR, SOC 2 aligned practices, and optional self-hosting. Learn more at https://cal.com/security and https://github.com/calcom/cal.com.

Can developers manage workflows programmatically?

Yes. Cal.com is API-first. Create and manage events, workflows, and webhooks via API. Read docs at https://cal.com/docs and platform details at https://cal.com/platform.

Não acredite apenas na nossa palavra

Os nossos utilizadores são os nossos melhores embaixadores. Descubra por que somos a melhor escolha para agendar reuniões.

Não acredite apenas na nossa palavra

Os nossos utilizadores são os nossos melhores embaixadores. Descubra por que somos a melhor escolha para agendar reuniões.

Não acredite apenas na nossa palavra

Os nossos utilizadores são os nossos melhores embaixadores. Descubra por que somos a melhor escolha para agendar reuniões.

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

Confiado por empresas em rápido crescimento em todo o mundo

Get started with CRE scheduling workflows

Start free, or talk to our team about enterprise needs. Try Cal.com at https://cal.com/signup, review pricing at https://cal.com/pricing, or request a demo at https://cal.com/enterprise.