Know a broker's track record before you call

3 stages

of deal history covered

Active, closed, and passed deals, not just the wins.

Monthly

refresh cadence

Designed to be re-run ahead of every pipeline review.

Multi-dimension

performance breakdown

Broker strength scored by deal type, geography, asset type, and more.

Finds the broker in your records. Pulls every deal. Scores the relationship.

Preparing for a call from a broker usually means digging through deal records, meeting notes, and memory to figure out their track record and whether this relationship has actually delivered.

Celeste identifies the broker in your CRM, pulls every deal they’ve touched across active, closed, and passed stages, and adds recent engagement activity on top. It scores their strength by deal type, geography, and asset type, so you see where the relationship is genuinely working.

You go into the conversation knowing exactly what this relationship is worth.

Intapp Celeste

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