Platform Features
Everything your PMS is missing.
Six tools that don't exist in any property management software — plus seamless data entry and integrations for everything else.
Only in CrestIQ
Six things no PMS can do
Tenant Matching Engine
14-criteria weighted scoring matches vacant units to tenant organizations. Factors: SF, rent, location, use type, frontage, drive-thru, hood system, grease trap, and more. No PMS has this.
Permit Authority Routes
Visual ball-in-court tracking across multiple government agencies. One-click stage advancement. Parent/child permit hierarchies. PermitFlow raised $37M doing just permits — CrestIQ includes it in the platform.
Deal Pipelines
Three kanban boards — Acquisitions (7 stages), Leasing (7 stages), Dispositions/Recap. Linked tasks, activities, and financial data. Dealpath charges $250/user for this alone.
Offer Comparison
Side-by-side lease offer analysis. Compare base rent, escalations, TI allowance, free rent, and net 5-year income across multiple offers on the same unit.
Projects & Gantt
Interactive SVG Gantt charts with dependencies, milestones, day/week/month zoom. Convert schedule items to work orders. No CRE platform has native Gantt.
Compliance Engine
Insurance, certifications, and licenses with expiration tracking, renewal frequency, and responsible party assignment. Automated alerts before anything lapses.
Core Modules
Plus everything you already need
Enter manually, import via CSV, or sync from your PMS. Your choice — CrestIQ works either way.
Portfolio & Units
Full property and unit management with inline editing, occupancy tracking, and component lifecycle
Lease Management
30+ field abstraction — rent, CAM, escalation, responsibilities matrix, guaranty, renewals
Work Orders
53 items across 7 types with type-specific stage workflows, assignment, and recurring scheduling
Contacts CRM
209+ contacts and organizations with labeled channels, matching criteria, and deal linkage
Finance & Budgets
Budget line items, payment requests with full AP workflow, change orders
Vault
Secure storage for account numbers, access codes, and keys with visibility controls
Leadership
The People Behind CrestIQ
Cesar Lang
10+ years managing CRE operations across $150M+ AUM. Built the entire CrestIQ platform — 34K+ lines of production code, 22 modules.
cesar@crestiq.ioAlexander Boria, MBA
$1B+ in CRE transactions across 50+ projects. Zero losses in 13+ years. First customer and anchor investor.
alex@crestiq.io