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.

Workflow/Commercial real estate brokers reminder workflowSave

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Sender name

Cal.com

Message template

Reminder

Trusted by fast-growing companies around the world

How Cal.com Workflows power CRE scheduling

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

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.

Meeting reminder

now

Hi, this is a reminder that your commercial real estate brokers meeting with Alex is in 30 mins

…
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.

Bookings

Today

Tue, 13 May9:00am - 9:30amCommercial real estate brokers kickoff | Q2
Tue, 13 May10:30am - 11:00amCommercial real estate brokers team standup

This week

Tue, 14 May10:30am - 11:00amCommercial real estate brokers review
Tue, 14 May1:00pm - 1:30pmClient follow-up
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.

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Message template

Reminder
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.
Email subjectAdd variable

Are you joining the commercial real estate brokers session on {EVENT_DATE}

Normal BIlink

Hi {ATTENDEE},

Please confirm if you're still planning to attend by clicking the button below:

{CONFIRM_ATTENDANCE}

This reminder was triggered by a Workflow in Cal.

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.

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.

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.

See how workflows keep your scheduling on track

Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.

All your key tools in sync with your meetings

Connects to Slack, Salesforce, and 100+ more. Bookings show up where your team already works.

Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
Google CalendarOutlook CalendarApple CalendarZoom VideoGoogle MeetSalesforceHubSpot CRMSlackStripeZapierDatabuddyCal.com
  • Google CalendarChecks every calendar for conflicts and adds the booking.
  • Zoom VideoGives each booking its own meeting link.
  • SalesforceLogs the meeting on the contact and routes to the owner.
  • HubSpot CRMAdds bookings to contacts and deals.
  • SlackTells the team the moment a meeting is booked.
  • StripeTakes payment when the slot is booked.
  • FramerPuts your booking page on a Framer site.
  • ElevenLabsGives voice agents a realistic AI voice.
  • LinearSets your status to out of office from your calendar.
  • Meta PixelMeasures bookings from your Meta ad campaigns.
  • UmamiCounts visits to your booking page, privately.
  • WhatsAppMeets your guests on a WhatsApp chat or video call.

Frequently asked questions

These are some of our most frequently asked questions.

Ask a question

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

  • Thrilled with this scheduling app—it's a game-changer. The intuitive interface and advanced features streamline my time management. The standout, however, is the incredible support team—swift, expert responses to every query. A perfect combo for seamless scheduling and top-notch customer service. P.s. Way better than Calendly
    Mickeyon Trustpilot
  • I just migrated from calendly to cal.com I'm liking it so far. I wasn't particularly displeased with calendly. It's fine. But I like that cal is OSS and my sub to calendly was coming up for renewal so I thought I'd check it out. Looks good.
    Kent C. Dodds 🌌@kentcdodds on X
  • 2 days of using @calcom is enough to never look back at calendly
    Anuvesh Singh@singh_anuvesh on X
  • Without a doubt the best calendar/scheduling application I have ever used. It has all of the advanced features I need while also being insanely intuitive and straightforward for both end-users and booking recipients. Love it!!
    davidvkimballon Trustpilot
  • (finally) made the move to @calcom after I couldn't find how to edit events in the calendly dashboard and I must say - dash is 10/10 Bravo @peer_rich and team (I should have moved over years ago!) OSS fam
    Ant Wilson@AntWilson on X
  • One of the best tools for scheduling and my favorite after so many other options tried.
    Denison Product Hunt
  • more elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
    flo merianon Product Hunt
  • This platform's open-source nature and flexible licensing are a developer's dream. Self-hosting and white-labeling empower personalization and seamless integration.
    Ahmed Elnaggaron Product Hunt
  • for the love of me, why do people still use Calendly? Just today I have seen products reference Calendly while they know of @calcom It's a no brainer for me to use , their brand is amazing, cool team + they even have more compelling features 🤷
    Rotimi Best@rotimi_best on X
  • Amazing. I've been sharing it with everyone I know. It's helped me create more events spontaneously, because of how smooth it is compared to Calendly and Harmonizely.
    Benon Product Hunt
  • Very easy to set up and start. Connected with my Google calendar without any problem. Connecting with Microsoft gives me an error. But other than that the user interface is very good.
    Pankaj Dixiton Product Hunt
  • Just gave it a go and it's definitely the easiest meeting I've ever scheduled! No context switching, no distractions, and works even better on mobile too.
    Aria Minaeion Product Hunt

Trusted by fast-growing companies around the world

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.

Get startedTalk to sales