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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.

Description

Our tools prioritize rapid functionality and user-friendliness, making them accessible for both seasoned professionals and beginners. With ROI-Muse, you can enhance your investment and leasing decisions while steering clear of the significant costs associated with poor real estate choices. We are dedicated to assisting our clients in building their wealth through thorough evaluations of real estate opportunities. The acronym ROI stands for Return on Investment, a crucial metric in the industry. Additionally, "to muse" signifies the act of contemplating something with care and consideration. All that is required to access our services is a modern web browser and a reliable internet connection, as our platform is entirely cloud-based, eliminating the need for any installations or configurations. Beyond just tool training, we offer classes and webinars focused on investment and brokerage topics, ensuring you have all the knowledge you need. For those looking to elevate their business further, we also provide personalized coaching sessions, both in small groups and one-on-one, to support your growth journey. Ultimately, our goal is to empower you with the necessary resources and insights to thrive in the competitive real estate market.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

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Integrations

AppFolio Property Manager Yes 
Claude Yes 
Claude Duet Yes 
Claude for Legal Yes 
Entrata Yes 
MRI Commercial Management Yes 
MRI Residential Management Yes 
RealPage Yes 
Yardi Voyager Yes 

Integrations

AppFolio Property Manager No 
Claude No 
Claude Duet No 
Claude for Legal No 
Entrata No 
MRI Commercial Management No 
MRI Residential Management No 
RealPage No 
Yardi Voyager No 

Pricing Details

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

Pricing Details

$20 per month
Free Trial No 
Free Version 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 

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) Yes 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

CREx Software

Founded

2021

Country

United States

Website

www.crexsoftware.com

Vendor Details

Company Name

ROI-Muse

Country

United States

Website

www.roimuse.com/home

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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