Muljat CRM Review
This page is for Muljat Group Commercial team members.
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This page is for Muljat Group Commercial team members.
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| LeadSimple (today) | Muljat CRM (creproperty.com) | Status |
|---|---|---|
| MGC Sales pipeline 3 pending · $6,775,000 | Pipeline → Sales (kanban, same stages: Analyze → Buyer Shopping → … → Closed Won) | ✅ Live numbers match |
| MGC Leasing pipeline stages: Tenant Shopping → Analyze → Prepare Listing → Listed → Offer/Negotiation → Lease Prep & Signing → Bill & Collect · 5 in Tenant Shopping — all $0.00 value | Pipeline → Leasing (Tenant Shopping kept; Closing / Closed Won replace Lease Prep & Signing / Bill & Collect). The $0.00 values are exactly what the commission calculator fixes — every lease gets an estimated value on entry (min one month's rent, 3-yr average) | ✅ Live |
| MGC Leads pipeline 12 leads · stages: New Prospect → Qualified/Take Action → Current Client–Active · 58% made contact · 42% converted · "Weekly Meeting View" | Pipeline → Leads (renamed from "Biz Dev" per 6/12). The Weekly Meeting View habit moves to the CRM Scorecard + the weekly 90-style meeting | 🟡 Rename pending |
| Landmark Sales pipeline (not used by MGC team) | Out of scope — Landmark PM business development. A toggleable Biz Dev category is being added outside All Deals for the Landmark BD work Troy touches | ⏸ Stays in LeadSimple |
| AppFolio Owner Contracts pipeline 1,656 records (not used by MGC team) | Out of scope — property-management data; belongs to the Landmark Admin system (admin.bellinghammanagement.com), not the brokerage CRM | ⏸ Stays in LeadSimple until Landmark Admin absorbs it |
| Processes 11 active + drafts (Move In, Move Out, Collections, Unit Turn…) | Pipeline → Action Plans. Brokerage plans rebuilt from the team's NEW templates; the PM-side processes (Move In/Out, Unit Turn, Collections) belong to Landmark Admin | 🔴 Purge + reload |
| Tasks | Pipeline → Tasks + the dashboard "Tasks" widget (renamed from "Coming up," 14-day look-ahead) | 🔴 Purge stale sync data 104 fake-overdue |
| Contacts | People → Contacts · Companies · Team | ✅ Live |
| Properties | Properties → Properties · Map · Listings · Access Hub (163 assets, 522K SF, 240 units, occupancy, portfolio view) | ✅ Far beyond LeadSimple |
| Reports | Analytics → Scorecard · Rocks · pipeline KPIs · weekly email digests | 🟡 Scorecard rework agreed |
| Library | Tools → email templates · reports · pipeline stages | 🟡 Review later session |
| Inbox / Phone paid "Upgrade" add-ons — never bought | CRM email via crm@muljat.com (OM sending, letters, digests) — no per-seat upsell | 🟡 OM send bug open |
| Signatures | Not in scope for v1 — keep current e-sign workflow | ⏸ v1.2 candidate |
| Where the Muljat CRM is already ahead ✅ | Where LeadSimple still wins — must match before cutover 🟡 |
|---|---|
| Built FOR commercial brokerage: deals carry value, commission, $/SF, property type — not generic PM leads | Reliability of the basics — in LeadSimple every button works; the CRM's deal-card buttons (Activity/Tasks/Notes) don't yet |
| EOS built in: Rocks + Scorecard + Issues/To-Dos replace Ninety.io entirely | Pinned notes on a deal (LeadSimple and AppFolio both have it) — agreed to add |
| Properties module: 163-asset portfolio with map, occupancy, tenants, renewal radar — LeadSimple has nothing comparable | Clean task data — LeadSimple's statuses are right; the CRM's imported copy isn't (purge + re-sync agreed) |
| CRE toolkit: LOI Builder, Lease Abstracts, Comps, Listing Copy, Deal Rooms (NDA-gated), Access Hub | Trust in the numbers — commission math and financial panels must be right before brokers rely on them |
| Renewal radar with one-click letters (30d–12mo) | Mature mobile experience — verify the CRM on phones before launch |
| Dropbox deal-folder linking · daily & weekly email digests · Grok AI assistant | |
| Commission calculator for $1 listings (one month's rent min, 3-yr average) — kills placeholder pollution | |
| One system we own — no per-seat fees, no "Upgrade" buttons, built to our spec by Robert |
| LeadSimple (app.leadsimple.com) | Muljat CRM (creproperty.com) |
|---|---|
| MGC Sales: 3 pending deals, $6,775,000, 21 touches, 67% made contact | Dashboard: $114.1M across 101 active deals, 20 closed this quarter, 54.1% win rate |
| MGC Leads: 12 leads, 6 touches, 58% made contact, 42% converted | Pipeline KPI bar: $348.3M pipeline · 100 active deals · $3.5M avg deal · 25 closed won |
| MGC Leasing: 5 in Tenant Shopping (Noah ×2, Troy ×2, Megan ×1) — every deal $0.00 value | Commission calculator agreed: estimated value on every lease at entry |
| Pipelines: Landmark Sales · MGC Leads · MGC Leasing · MGC Sales · AppFolio Owner Contracts (1,656) | All Pipelines: 185 deals · $348.3M open value across 10 stages |
| Processes: 2 training + 11 active + 8 drafts (mostly PM workflows) | Properties: 163 assets · 522,354 SF · 240 units · 481 tenants · 89% occupancy |
| Tasks: 9 open | Rocks: 2026-Q2, 9 of 16 complete, 5 on-track / 2 off-track, four team views |
| Inbox & Phone: locked behind paid upgrades | Renewal radar: lease expirations 30d–12mo with letter generation |
LeadSimple was a property-management CRM that the brokerage squeezed deals into. The Muljat CRM is a commercial real estate system — pipelines, properties, commissions, EOS, and the market database in one place. Nothing observed in LeadSimple today justifies keeping it past July 1 except clean data: the purge, the re-sync, and a home for the Landmark-side pipelines. Get those three right and the cutover is safe.