# Leasing CRM vs. Lease Drafting

[Compare](/compare)Leasing CRM

vs. Leasing CRM

# They track the deal. We draft the documents.

VTS, Dealpath, and other leasing CRMs are essential for managing your pipeline. When terms are agreed, LeasePilot generates the lease documents. One workflow, two specialized tools.

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## From pipeline to signed lease

CRMs manage the deal. LeasePilot drafts the documents. Each tool excels at its stage of the workflow.

1.  № 01
    
    Prospect
    
    Tenant inquiry, availability check.
    
    CRM
2.  № 02
    
    Tour & Negotiate
    
    Space tours, term discussions.
    
    CRM
3.  № 03
    
    Terms Agreed
    
    LOI or deal sheet finalized.
    
    CRM
4.  № 04
    
    Draft Lease
    
    Generate the complete lease document.
    
    LeasePilot
5.  № 05
    
    Execute
    
    Revisions, signatures, move-in.
    
    Both

## CRM + LeasePilot = complete workflow

Your leasing CRM is the source of truth for deal status, tenant communications, and pipeline analytics. LeasePilot takes over when it's time to create the actual lease document.

LeasePilot integrates with your CRM so the handoff is clean. Deal terms flow in. Lease status flows back. No duplicate data entry, no version confusion.

-   Deal data flows to drafting
    
    Tenant name, space details, and agreed terms auto-populate in lease templates
    
-   Status updates sync back
    
    Lease draft status and execution dates flow back to your CRM pipeline
    
-   One source of truth for terms
    
    No re-keying deal information, what's in the CRM is what's in the lease
    

CRM integration workflow

1.  № 01
    
    Deal reaches lease stage in CRM
    
    Tenant approved, terms negotiated.
    
2.  № 02
    
    Terms sync to LeasePilot
    
    Deal data populates the lease template.
    
3.  № 03
    
    Lease generated automatically
    
    Complete draft with all calculations in place.
    
4.  № 04
    
    Status syncs back to CRM
    
    Pipeline reflects document status.
    

## Deal management vs. document generation

The record

Leasing CRM

LeasePilot

§ Deal Management

-   Deal pipeline managementYesNo
-   Tour schedulingYesNo
-   Tenant communicationYesNo
-   Market analyticsYesNo

§ Document Generation

-   Proposal generationPartialYes
-   Lease draftingNoYes
-   Rent calculationsNoYes
-   Clause managementNoYes
-   Amendment generationNoYes

01Deal pipeline management

Leasing CRMYes

LeasePilotNo

02Tour scheduling

Leasing CRMYes

LeasePilotNo

03Tenant communication

Leasing CRMYes

LeasePilotNo

04Market analytics

Leasing CRMYes

LeasePilotNo

05Proposal generation

Leasing CRMPartial

LeasePilotYes

06Lease drafting

Leasing CRMNo

LeasePilotYes

07Rent calculations

Leasing CRMNo

LeasePilotYes

08Clause management

Leasing CRMNo

LeasePilotYes

09Amendment generation

Leasing CRMNo

LeasePilotYes

## CRMs we complement

These platforms track deals. We draft the documents.

-   VTSLeasing & asset management
-   DealpathDeal management
-   Juniper SquareInvestment management
-   BuildoutBrokerage marketing

At your service

## From agreed terms to signed lease

Deal data flows in from your CRM. A complete lease draft comes out. No re-keying, no version confusion.

[Schedule a Demo](/demo)[See the migration guide](/compare/switch)