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Description

CRES represents a comprehensive integration of Real Estate Data, Documents, Business Processes, and Business Intelligence. By utilizing CRES Technology, real estate firms can effectively tackle challenges related to IT operations and boost their business productivity. Our solutions are seamlessly integrated with property management systems like MRI, Yardi, VTS, or RealPage, leveraging the power of Office 365 and Azure Cloud. The expertise of our principals and technical staff is rooted in the real estate sector, with decades of leadership experience spanning various domains, including technology, business process management, finance, human resources, and customer service. Our dedicated team, equipped with extensive experience in real estate, approaches technological challenges with high standards, providing solutions that enhance business processes and elevate the productivity of any real estate organization. Moreover, we are committed to continuous improvement, ensuring that our clients remain competitive in a rapidly evolving market.

Description

CREx OS gives commercial real estate investment managers one trusted record of their portfolio, even when every property sits with a different third-party property manager. CREx connects directly to Yardi, MRI, RealPage, Entrata and other property management systems and refreshes the data daily. Nobody uploads files or logs into portals. Before the data reaches a report, it is checked, and the CREx team handles the ongoing work of keeping it clean: mapping each property manager's chart of accounts, chasing feeds that go missing and resolving exceptions month to month. That record covers rent rolls, collections, leasing, occupancy, budget-to-actuals, valuations, debt, fund structures and performance. On top of it, CREx runs Agentic Asset Management. AI agents assemble the monthly close package, work exception queues, review rent rolls, route approvals, draft variance commentary and refresh forecasts, so asset managers spend their time on decisions instead of data collection. Teams can also query their portfolio from AI assistants through the CREx OS MCP integration. Deal Intelligence, an add-on for acquisitions screening and underwriting, feeds new deals into the same record.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

AppFolio Property Manager No 
Box Yes 
Claude No 
LinkedIn Yes 
MRI Commercial Management No 
MRI Residential Management No 
Microsoft 365 Yes 
Microsoft Dynamics 365 Yes 
Microsoft OneDrive Yes 
Microsoft Power Apps Yes 
Microsoft Power Automate Yes 
Microsoft Power BI Yes 
Microsoft Teams Yes 
Microsoft To Do Yes 
RealPage No 
SQL Server Yes 
Salesforce Yes 
Slack Yes 
Yardi Voyager No 

Integrations

AppFolio Property Manager Yes 
Box No 
Claude Yes 
LinkedIn No 
MRI Commercial Management Yes 
MRI Residential Management Yes 
Microsoft 365 No 
Microsoft Dynamics 365 No 
Microsoft OneDrive No 
Microsoft Power Apps No 
Microsoft Power Automate No 
Microsoft Power BI No 
Microsoft Teams No 
Microsoft To Do No 
RealPage Yes 
SQL Server No 
Salesforce No 
Slack No 
Yardi Voyager Yes 

Pricing Details

Demo available upon request.
Free Trial No 
Free Version No 

Pricing Details

Annual subscription based on portfolio size and integrations. Contact CREx for a quote.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CRES Technology

Founded

2012

Country

United States

Website

crestechnology.com

Vendor Details

Company Name

CREx Software

Founded

2021

Country

United States

Website

www.crexsoftware.com

Product Features

Commercial Real Estate

Brand Management No 
CRM No 
Cash Flow Analysis No 
Critical Date Alerts Yes 
Deal Management Yes 
For Appraisers No 
For Brokers No 
For Investors Yes 
For Property Managers Yes 
Portfolio Management Yes 
Strategic Planning Yes 

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Real Estate Property Management

Billing & Invoicing No 
Commercial Properties Yes 
Contact Management Yes 
Credit Check No 
Expense Management No 
Insurance Management No 
Landlord Database Yes 
Late Fee Calculation No 
Lease Management Yes 
Maintenance Management No 
Owner Portal Yes 
Payment Processing No 
Portfolio Management Yes 
Rent Tracking Yes 
Residential Properties No 
Tax Management Yes 
Tenant Database No 
Tenant Portal No 
Vacancy Tracking Yes 
Website Management No 

Real Estate Transaction Management

Accounting No 
Appointment Scheduling No 
CRM No 
Commission Management No 
Contract Management Yes 
Critical Date Alerts Yes 
Document Templates Yes 
Electronic Signature Yes 
File Sharing Yes 
Task Management No 
Transaction Review Yes 

Product Features

AI Real Estate

CREx offers a comprehensive solution for Agentic Asset Management, utilizing AI agents that operate based on a verified and trusted record of your investment portfolio instead of relying on unprocessed data from property management exports. These intelligent agents compile the monthly closing package, manage exception queues, examine rent rolls, handle approval routing, draft commentary on variances, and update forecasts, all while asset managers oversee and validate the results. The data sourced from Yardi, MRI, RealPage, Entrata, and other platforms is refreshed daily and meticulously maintained by the CREx team, ensuring that the agents' outputs are based on figures that are already reliable. Additionally, CREx OS seamlessly integrates with AI assistants like Claude through a built-in MCP connection.

Commercial Real Estate

CREx OS serves as the operating system specifically designed for commercial real estate owners whose properties are managed by external property management firms. It consolidates information from various property management platforms such as Yardi, MRI, RealPage, and Entrata into a single reliable database that is updated daily and verified for accuracy before being utilized. Asset managers have access to comprehensive data on rent rolls, collections, leasing activities, occupancy rates, budget comparisons, important deadlines, and debt information for all properties in one centralized location, eliminating the need for file uploads or multiple portal logins. Additionally, AI agents automate routine tasks, including the preparation of monthly close packages, rent roll evaluations, and variance analysis.

Brand Management No 
CRM No 
Cash Flow Analysis Yes 
Critical Date Alerts Yes 
Deal Management No 
For Appraisers No 
For Brokers No 
For Investors Yes 
For Property Managers No 
Portfolio Management Yes 
Strategic Planning No 

Real Estate Investment Management

CREx OS serves as a vital link for investment managers, integrating property-level operations with fund-level reporting. This platform consolidates property data from diverse third-party managers into a single reliable source, which is aligned with fund structures, valuations, performance metrics, internal rates of return (IRR), and debt information. The CREx team ensures that the chart of accounts remains accurately mapped and up-to-date, guaranteeing that investor reporting reflects consistent figures throughout the portfolio. Meanwhile, Agentic Asset Management leverages AI agents to streamline this data management process by compiling close packages, managing approval workflows, generating variance commentary, and updating forecasts—enabling asset and portfolio managers to oversee a greater number of assets without the need for increasing personnel.

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