Built for the way brokerages actually work.
Coreflow is not a generic CRM with a brokerage badge. It is a connected operational platform engineered around the way business brokerages actually run, enquiry by enquiry, instruction by instruction, deal by deal.
Every part has been built and proven inside live brokerages. Lead source automation. Buyer vetting and NDA portals. Sales agreements and instruction workflows. Multichannel buyer communications. Invoicing and payment-driven listing conversion. Document management. Audit trail.
Works with the CRM you already use, or as part of the wider Coreflow platform. Adopt the whole stack, or one capability at a time.
No sales pitch · No commitment · Honest if we can help
Built, proven, in production
From the moment a buyer enquires on BusinessesForSale.com, Rightbiz, Daltons, or your website, through to the day the deal completes. Every step automated where it can be. Every step connected. Every step recorded.
The brokerage workflow, ideal vs reality.
Every brokerage runs roughly the same workflow. Enquiry, vetting, NDA, particulars, instruction, listing, marketing, completion. The ideal is smooth and connected. The reality is friction at every join. This is where Coreflow steps in.
Enquiry arrives
Captured cleanly into one workflow from every source. BFS, Rightbiz, Daltons, website, referrals. All in one queue, all qualified the same way.
Enquiries scattered everywhere
Different formats, different inboxes. Someone manually re-types each one into the CRM. Some get missed. The high-value lead from BFS sits alongside a spam reply.
Buyer is properly vetted
Identity, financial position, funding strategy, business experience, timeline, intent. Captured in one structured flow before any business detail is shared.
Vetting done ad hoc, or skipped
Sometimes a phone call. Sometimes nothing. No consistent capture. Senior brokers waste hours on tire-kickers because the qualification never happened.
NDA agreed, vendor approves
Signed in the portal. Vendor reviews vetting and approves who progresses. Signed copy filed automatically. Live status visible to everyone.
NDAs emailed, chased, lost
PDF NDAs sent by email. Reminders sent by hand. Vendors rarely consulted on who progresses. Signed copies sit in someone's downloads folder for weeks.
Sales particulars released cleanly
Only after vetting and vendor approval. Buyer accesses them through the portal. Every access logged. No information shared with the wrong people.
Particulars shared too soon
Released as soon as the NDA is signed, regardless of whether the buyer can actually transact. Sometimes shared with the wrong buyer. No audit of who saw what when.
Vendor signs the instruction
Sales agreement generated automatically with Companies House detail pre-filled. Sent for digital signature. Status flows back to the CRM in real time. Signed copy filed.
Agreement crafted by hand, then chased
Created manually in Word. Posted or emailed. Signing chased over days or weeks. Signed version filed somewhere. CRM updated when someone remembers.
Listing goes live, marketing runs
Buyer comms across email, SMS, and WhatsApp. Branded. Tracked. Vendor updates flow automatically. Internal team notified at every milestone.
Marketing across disconnected tools
Mailchimp here. WhatsApp on a personal phone there. No record of what went to whom. Vendor calls to ask "what's happening with my business" and nobody can answer cleanly.
Deal completes, invoice paid
Invoice generated on agreement signing. Payment tracked. Opportunity converted to listing automatically when paid. Signed invoice filed. Every step in the audit trail.
Closure is half a day of admin
Invoice raised manually in Sage. Payment chased. CRM updated by hand. Paperwork filed. Listing status changed somewhere. Whole thing repeated, every single deal.
The gap between the ideal and the reality is where Coreflow lives. Every capability below has been built and proven in real brokerages, closing one specific gap at a time.
Capturing every enquiry, from every source.
Brokerages don't have an enquiry problem. They have a capture problem. Buyers send enquiries through every channel imaginable, and each channel has its own format, its own inbox, its own friction. By the time someone manually types it into the CRM, the moment has passed.
What we've built
- Email parsers that read every BFS, Rightbiz, and Daltons enquiry the moment it arrives
- Subdomain routing so each source has its own handler, processed independently
- Automated extraction of buyer details into your CRM, ready for vetting
- Exception handling so failed parses route to a fallback mailbox, nothing lost
- Website enquiry capture connected to the same workflow as portal enquiries
What it changes
- Every enquiry hits the same workflow, regardless of source
- Senior brokers stop being data entry clerks
- Response time on high-value leads drops from hours to seconds
- No enquiries lost between inbox and CRM
- One queue, one set of rules, one experience for buyers
One of the brokerages we work with receives buyer enquiries from Daltons by email in a specific structured format. Before Coreflow, every one of those enquiries was manually re-typed into the CRM. The parser we built now handles them automatically. The team only sees enquiries that need attention.
Vetting buyers properly, before they see anything.
An NDA is paper. Vetting is what tells you whether to invest your time, your team's time, and your vendor's time. Coreflow's portal handles both, with vendor approval rights and a full audit trail.
What we've built
- Seven structured vetting categories: identity, intent, liquid funds, funding strategy, business experience, timeline, corporate proxy
- NDA portal with multiple NDA variations per business type
- Vendor approval rights, vendors decide who progresses
- Sales particulars unlock only after vetting plus vendor approval
- Live status visibility for every party across every deal
- Full audit trail of every vetting answer, every signature, every decision
What it changes
- Senior brokers stop chasing tire-kickers for signatures
- Vendors stay in control of who sees their business
- Sales particulars only reach qualified buyers
- NDAs filed automatically against the deal in your CRM
- A genuine differentiator when pitching for new instructions
From handshake to signed instruction, automatically.
The instruction is where money starts. The faster and cleaner it gets signed, the faster the listing goes live. Most brokerages still create agreements by hand, post or email them, chase the signature, and update the CRM when someone remembers.
What we've built
- Sales agreement form with Companies House lookup pre-filling vendor and business detail
- Automated agreement generation from your template, ready to send
- Digital signature via Adobe Sign or your preferred signing partner
- Webhook handlers that catch view and sign events in real time
- CRM pipeline status updated automatically on each event
- Signed agreement filed to OneDrive against the deal
- Opportunity converted to listing once the agreement is signed
What it changes
- Instructions get signed in days, not weeks
- Your team stops being the courier between vendor and Word document
- The vendor experience is professional from the first interaction
- No agreement ever lost in a folder, every one filed against the deal
- Status in the CRM reflects reality, not what someone remembered to update
For brokerages that handle high volume, the agreement step is often the slowest link in the chain. Automating it doesn't just speed things up. It changes how the vendor perceives the brokerage, professional, organised, and in control.
Selling the business, professionally.
Once the listing is live, the brokerage's job becomes communication. Buyer enquiries to handle, follow-ups to send, vendor updates to deliver, internal teams to keep informed. Most brokerages do this across five disconnected tools and a personal WhatsApp number.
What we've built
- Buyer communications across email, SMS, and WhatsApp, all branded
- Mailchimp integration for newsletter and marketing sends
- Automated follow-up sequences triggered by buyer behaviour
- Vendor update flows so sellers know what's happening with their business
- Internal team notifications when milestones are reached
- Every message logged against the deal in your CRM
What it changes
- Buyers experience one coherent brokerage, not five disconnected tools
- Vendors get updates without having to phone in
- Follow-up happens automatically when team members are stretched
- The team sees the full communication history in one place
- WhatsApp moves off personal phones onto a proper channel
Invoicing, payment, and closing the loop.
The end of a deal involves more admin than most brokers care to admit. Invoice raised, sent, viewed, paid, recorded, filed. CRM updated. Listing status changed. Most of it happens manually, after the work is already done. Most of it gets done late.
What we've built
- Invoice generated automatically the moment the sales agreement is signed
- Direct integration with Sage for accounts and ledger
- Invoice viewed and paid events tracked, no manual checking
- Email delivery of the invoice with link to pay
- Once paid, the opportunity is converted to a listing automatically
- Paid invoice filed to OneDrive against the deal
- Confirmation sent to the customer, no team action required
What it changes
- Invoicing happens within minutes of the agreement, not days later
- Payment status flows automatically into the deal record
- No more "did we ever invoice that one" conversations
- Listings go live faster because conversion is automatic
- Accounts and operations stay aligned without manual reconciliation
For brokerages running on Sage, automating the invoice-to-listing flow is one of the highest-leverage changes possible. It removes a step that costs hours every week and adds nothing to the customer experience.
The infrastructure that holds it all together.
The capabilities above are visible. The fabric underneath is what makes them work reliably, day after day, across every deal, with proper records and proper security.
Full audit trail
Every enquiry parsed, every vetting answer recorded, every NDA signature, every vendor approval, every agreement viewed, every invoice paid. Timestamped, stored against the deal, exportable. If you ever need to prove what happened, it's all there.
Document management
Every signed agreement, every NDA, every paid invoice, automatically filed to OneDrive against the right deal. Searchable, exportable, organised by deal not by date. Compliance and audit requirements covered without anyone needing to remember to file anything.
Keep your CRM, or move to the platform
Coreflow isn't another CRM. It's a business platform built for brokerages. If your CRM works, we connect to it and feed vetting answers, NDA status, agreement events and invoice payments directly into your existing deal records. If it doesn't, we move you onto the Coreflow platform, more cleanly than the patchwork most brokerages have inherited. Honest recommendation, made together.
Enterprise-grade architecture
Built on the Streamline Integration environment with proper security, hosting, and support foundations. The same engineering standards as the platforms larger brokerages already trust, accessible to brokerages of any size.
Built modularly. Adopted at your pace.
Coreflow looks comprehensive because it is. But you don't need to adopt everything on day one. Start with the capability that hurts the most. Add the rest when you're ready. Or stay with one if that's all you need.
Start with one capability
Pick the area that's costing you most. The vetting and NDA portal, lead capture, agreement automation, or invoicing. We build it, connect it to your existing CRM, and you keep everything else.
Add capabilities over time
Once one piece is working, the next is straightforward. Each capability connects into the same fabric, so adding the second is faster than the first, the third faster than the second.
Or run the full stack
For brokerages that want one connected platform end to end, Coreflow runs as a complete system. Lead source to invoice paid, with your CRM at the centre or Coreflow as the CRM. Your call.
No vendor lock-in. Not even with us. Every capability runs with your existing CRM, your existing accounting, your existing signing tool. If you outgrow Coreflow, your data leaves with you.