Power Broker Software

What Power Broker Software does

Power Broker Software is a privately held, US-based (Spartanburg, with Texas jurisdiction per terms of service) SaaS company that has built a Salesforce-native CRM platform purpose-built for Commercial Real Estate Capital Markets brokerage teams. Founded around 2008–2009, the company has operated as a Salesforce ISV Partner on the AppExchange for over fifteen years, serving institutional investment sales brokers, debt and equity placement teams, and recapitalization specialists executing multi-million to multi-billion dollar transactions across office, healthcare, multifamily, industrial, retail, land, and specialty CRE verticals.

The platform is organized as three integrated products. Power Broker is the core CRE CRM foundation providing customer, contact, property, and deal data models built for brokerage workflows. Power Broker Capital Markets is the institutional layer adding investment sales workflow (BOVs, marketed sale process, CA registration, bid rounds, IC tracking, retrade memory, closing path) plus integrated Debt & Equity / Structured Finance support within a single deal record. Power Broker AI, launched in 2025, is a reasoning accelerator providing conversational AI, deal strategy generation, AI-drafted BOVs and proposals, buyer targeting, relationship intelligence, and transaction memory reasoning directly inside Salesforce. The platform is designed to compound deal intelligence across every transaction through eight pillars — buyer behavior, relationship intelligence, bid history, deal execution history, market intelligence, workflow knowledge, deal lessons, and transaction memory. It integrates with the institutional CRE technology stack including ARGUS, Real Capital Markets, CoStar, Box, SharePoint, and DocuSign.

The business model is enterprise SaaS subscription delivered as a managed Salesforce package, sold via direct field sales targeting Capital Markets teams at major CRE brokerages, with no public pricing and a quote-based motion. Distribution leverages the Salesforce AppExchange and partner ecosystem, with inherited SOC 2 and ISO 27001 compliance posture from the Salesforce platform. The company has 11–50 employees, no disclosed external funding, and Keith Smith is the only named executive in available materials.

Name

Power Broker Software

Legal name

Power Broker

Website

https://powerbrokersoftware.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Power Broker Software is a privately held SaaS company that builds an AI-accelerated, Salesforce-native CRM platform for commercial real estate Capital Markets brokerage teams executing institutional investment sales, debt and equity placement, and recapitalization transactions across office, healthcare, multifamily, industrial, retail, land, and specialty verticals.

Ownership category

akta.pro rank

Product category

Commercial Real Estate Capital Markets CRM Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Sales Force Automation (SFA) CRM (HDAEAFAA)

akta.pro secondary industries

Customer Service, Support & Contact Center CRM (HDAEAFAC), CRM Implementation & Customization Services (BPAEAGAC), CRM Managed Services & Support (BPAEAGAD)

Keywords

• Commercial real estate CRM
• Capital markets software
• Salesforce ISV platform
• Investment sales workflow
• CRE deal intelligence

Headquarters

HQ city

Spartanburg

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription: Cloud-based CRM subscription model delivered through Salesforce AppExchange. Sold as managed Salesforce package with annual or multi-year subscription contracts. Enterprise pricing based on team size and workflow requirements.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Power Broker Software builds and sells an AI-accelerated CRM platform natively on Salesforce that is purpose-built for commercial real estate Capital Markets brokerage teams. The platform is delivered as three integrated products — Power Broker (core CRE CRM with customer, contact, property, and deal data models), Power Broker Capital Markets (institutional investment sales and debt/equity workflow layer), and Power Broker AI (conversational reasoning accelerator) — and is sold as a managed Salesforce package on a subscription basis to enterprise CRE brokerages.

Product overview

Power Broker Software offers a three-product integrated platform built on Salesforce for Commercial Real Estate Capital Markets brokerage. The portfolio consists of: (1) Power Broker — the core CRE CRM foundation providing customer, contact, property, and deal data models built for brokerage workflows since 2009; (2) Power Broker Capital Markets — the institutional add-on layer providing investment sales workflow (BOVs, CA registration, bid rounds, IC tracking) plus integrated Debt & Equity/Structured Finance coordination, all within single deal records; and (3) Power Broker AI — the AI accelerator enabling conversational AI, deal strategy, BOV generation, buyer targeting, relationship intelligence, and transaction memory reasoning directly inside Salesforce. All three products operate as a unified platform with AI acceleration compounding deal intelligence across the core CRM and Capital Markets modules.

Differentiator

Problem solved

Functional benefit

Brands

• Power Broker: The core CRE CRM foundation. Built on Salesforce since 2009. Customer, contact, property, and deal data model purpose-built for commercial real estate brokerage workflows.
• Power Broker Capital Markets
• Power Broker AI

Products and services

• Power Broker Core commercial real estate CRM foundation built on Salesforce since 2009, providing customer, contact, property, and deal data models purpose-built for commercial real estate brokerage workflows. Sold to enterprise CRE Capital Markets brokerage teams as a managed Salesforce package.
• Power Broker Capital Markets Institutional add-on layer for CRE Capital Markets teams providing investment sales workflow (BOVs, marketed sale process, CA registration, bid rounds, IC tracking, retrade memory, closing path) plus integrated Debt & Equity/Structured Finance support (term sheets, lender outreach, capital stack, conventional and non-conventional financing), with both sides coordinated in one deal record. Sold to enterprise CRE Capital Markets brokerage teams.
• Power Broker AI

Quantifiable outcome

• $89.2B closed on platform (Office team, 25 brokers)
• +3 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability9 records

Feature4 records

Partnerships

One partnership is on record.

• SalesforcecoreTechnology or Integration · 1 January 2009Salesforce ISV Partner since 2009. Power Broker operates as a managed package on the Salesforce AppExchange ecosystem. Customer data resides in customer's Salesforce org and inherits that org's data residency configuration. Salesforce platform provides security, compliance (SOC 2, ISO 27001), and infrastructure.

Scale indicators6 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Apto: Apto is a commercial real estate CRM platform purpose-built for CRE brokerages, including investment sales and property management teams. It is a direct competitor to Power Broker in the CRE CRM category, with similar customer base and SaaS delivery model.
• ClientLook: ClientLook is a commercial real estate CRM focused on relationship management and deal tracking for CRE professionals. It is a direct peer in CRE CRM, with overlap on customer segments (brokerage teams) and a similar SaaS delivery approach.
• Ascendix: Ascendix is a Salesforce consulting and product firm offering CRE CRM solutions (AscendixRE) built natively on Salesforce. It is a direct peer targeting commercial real estate brokerages on the same platform as Power Broker, with overlapping enterprise customer profiles.
• RealNex: RealNex is a commercial real estate technology platform combining CRM, marketing, deal management, and market data for CRE brokerages. It is a direct peer in the CRE CRM and deal management category, with similar target customers and subscription model.
• DealCloud (Intapp): DealCloud is a CRM and deal management platform built for capital markets, investment banking, and financial services firms. It is a direct peer in Capital Markets deal workflow automation, with comparable institutional customer base and CRM-native architecture.

Broad incumbents

• Salesforce: Salesforce is the underlying CRM platform on which Power Broker is built and distributed via AppExchange. It is a broad incumbent that could compete directly through vertical CRE offerings, and its ecosystem dynamics are central to Power Broker's GTM.
• HubSpot: HubSpot is a leading general-purpose CRM and marketing automation platform. It is a broad incumbent that competes for CRE brokerage CRM spend, particularly in the leasing and property management segments where Power Broker does not focus.
• Microsoft Dynamics 365: Microsoft Dynamics 365 is an enterprise CRM and ERP platform with strong presence in financial services. It is a broad incumbent that larger CRE and capital markets firms may choose over vertical specialists, particularly via integration with Microsoft 365 and Teams.

Emerging players

• Rethink CRM: Rethink CRM is a commercial real estate CRM platform built specifically for CRE brokerages. It is an emerging peer in the CRE CRM space with comparable target customers and workflow focus, though at an earlier scale than Power Broker.
• Pipedrive: Pipedrive is a sales-focused CRM platform popular with smaller brokerages and sales teams. It is an emerging player that competes for CRE CRM budget at the lower end of the market, with limited Capital Markets specialization.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/powerbrokercrm
• LinkedInlinkedin.com/company/power-broker-software

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Power Broker Software