The AI CRM built into
CommercialUK
Cortex follows up with every applicant for you. AI scores every match. Heads of Terms write themselves. And the whole thing already knows about your listings, your enquiries and your viewings — because it lives where they live.
Already a CommercialUK agent? Sign in and the AI CRM Suite is on your dashboard.
AI that runs your follow-ups
Cortex — AI follow-up agent
Plug-in autonomous agent for buyer conversations. Reads every enquiry, drafts the next reply, books viewings, and only escalates to you when it isn’t confident. Set your own confidence threshold per channel.
Cortex on WhatsApp
Same brain, but for inbound WhatsApp. Auto-drafts replies to applicant questions in your tone, pauses outside business hours, and hands off when an applicant asks for a viewing or a price.
AI applicant matcher
Every new requirement gets scored against every live listing in your portfolio. The matcher uses size, use class, location radius, rent budget and lease length — and gives you a confidence score and a one-line reason.
Applicants, deals, tasks
Applicants CRM
Proper applicant records: saved searches, timeline of every touch, notes, and a list of matched listings. No more applicant details rotting in a notes app.
Deal pipeline
Drag deals across enquiry → viewing → offer → HoT → solicitors → exchange → completed. Activity log per deal, fallen-through reasons, and target completion dates.
Tasks with AI prioritisation
Task list that knows your pipeline. AI suggests the top 3 things to do next based on stale enquiries, viewings without follow-ups, and offers that need chasing.
Documents written for you
AI Heads of Terms
Pick a listing + applicant, fill three fields, and Cortex writes a clean HoT in your house style — ready to download or send for e-signature.
AI Lease abstract
Upload any lease PDF. We extract term, break clauses, rent reviews, service charge, parties and permitted uses — with a confidence score per field so you can spot-check.
Documents + e-signature
One place for every offer letter, HoT, EPC, floor plan and brochure per deal. DocuSign hook built in.
Inbox + diary, where you work
Unified inbox
Two-way email sync with Outlook 365 and Gmail. Every reply from an applicant lands in CommercialUK, threaded against the right listing and deal.
Email-In drafts
Forward any property email to a private address — we extract the listing, photos and contact details and create a draft for one-tap publish.
Diary with iCal sync
Viewings on a proper calendar. Subscribe from Outlook, Google Calendar or Apple Calendar with a personal iCal link. Two-way Outlook/Google connection coming soon.
Plug it into what you already use
CSV import
Drag a CSV from your old CRM. AI guesses the column mapping; you confirm and we import — preserves history.
XML/JSON feed receiver
Plug in your existing CRM (Reapit, Rex, Apex27, anything). We accept their feed format, map fields, and your listings sync automatically.
Accounting bridge
Send invoices to Xero or QuickBooks at the click of a button — fee per deal, on completion. Saves a manual export every month.
Vendor portal
Magic-link portal you can share with the vendor or landlord. They see live enquiry count, viewings booked, offers made — without ever logging in.
Insights at your fingertips
Comparables database
Search every live + sold commercial transaction by town, use class, size and date. Filter the lot in under a second.
AI conversation summaries
Open any thread and get a one-paragraph summary of the conversation so far, plus suggested next action. Cached for 1 hour — instant to read.
Every module above is live, but expect rough edges. The AI features that rely on third-party connections (DocuSign for e-signature, Xero/QuickBooks for accounting, Outlook/Gmail two-way sync) need to be wired to your accounts before they’ll work for you — your dashboard walks you through each one. Spot a bug or want a feature? Reply to any CommercialUK email and tell us.
Already a CommercialUK agent?
The AI CRM Suite is already in your dashboard. No extra account, no extra subscription.
Open my CRM