A pipeline management tool built for the way you work
Flexible, deal-aware pipelines that adapt across acquisitions, financing, and closing, so every transaction moves forward in one place.
The live deal pipeline that updates itself
Get real-time visibility into every deal without manual entry or stale data. Lev automatically keeps your pipeline up to date from first call to close.
Harbor Point Plaza
Suggested Next Steps
Activity
Sponsor
Team
Key Dates
Property Information
Flexible views
Visualize your pipeline as a Kanban board, list, or map view. Filter by owner, status, or any detail to view relevant deals.
Built for your workflow
Organize deals with custom pipelines and statuses that match how your team actually runs deals.
Visibility at scale
Instantly spot what's moving forward, what's stalled, and what needs attention—across all teams.
All deal communications in one place
Every email, message, call and note is automatically tracked and organized by deal so nothing gets lost in an inbox. Automate follow-ups for repetitive messages, with reminders for replies and unresponsive contacts.
Bulk outreach
Use custom campaigns to reach out to your network, with inbound-intelligence to track next steps on every reply.
Unified deal inbox
Anyone on the deal can see the full conversation, even if they weren't on the original thread.
Automated follow-up sequences
Set automated followups and reminders so nothing slips through the cracks—you control the timing and messaging.
Always up to date, without lifting a finger
Lev meets you where deals actually happen: email. Every message, attachment, and reply updates the deal automatically so the system stays current without anyone managing it.
Sync from email
Deal status, lender responses, and next steps update automatically based on email context—no manual inputs required.
Automatic quote extraction
When a lender sends terms, Lev instantly extracts them into a comparison matrix. No more copying into spreadsheets.
Smart task completion
Files come in via email? Task marked complete. Everything stays current, even when you're not in Lev.
Discover more Lev platform features
Ready to take control of your pipeline?
Join thousands of CRE professionals who've upgraded from spreadsheets to Lev. Track every deal from first conversation through closing.
Transactions processed in the past 30 days
Uptime SLA for enterprise-grade reliability
Integrations for seamless connectivity