Email Crexi leads who opened your OM

1. Open the menu at the top left, choose My Listings and select the sale, lease or auction listing.
2. In the property dashboard click Leads in the left-hand menu, then All Leads, and click each lead to see the actions taken and latest activity.
3. Click Contact Lead for one person, or Contact Leads at the top right for the whole property, filter by level of interest or industry role and click Next.
4. Write the subject and message, add links, copy a colleague if needed and send.
5. Crexi filters by interest and role but not by what the lead did, so picking out the OM openers and leaving out people you wrote to last week is done by reading each lead.

Email the investors who opened the OM on Oak Plaza Retail Center this week and invite them to the tour on Thursday at 10 am. Leave out brokers and anyone I already wrote to.

1. 01

   Find the listing by name

   The agent matches the property you name against list_my_listings. When two listings share a street, it asks which one rather than writing to the wrong buyers.

2. 02

   Keep only real document opens

   list_leads for that listing and week gives the candidates; get_lead shows each one's actions. Only leads with a document open in the window stay. Someone who just viewed the page is left for a later, lighter touch.

3. 03

   Apply your exclusions

   Brokers are dropped unless you say otherwise. So is anyone the agent already contacted about this listing in the last 14 days, based on its own send log, because the Crexi help center describes no record in Contact Leads of who already got a message.

4. 04

   Show the list and the draft first

   You see the names, companies and the message before anything leaves. contact_leads asks for your OK by default, and a second listing is a separate send with its own subject.

5. 05

   Report who was left out and why

   The run ends with the excluded leads and the reason for each, so a high-interest broker or a lead without contact info is a decision you make, not one the agent hides.

Oak Plaza Retail Center, 5 to 11 Oct 2026: 12 leads, 7 opened the OM.
Sent after your OK to 5 investors: Dana Whitfield (Northgate Capital), Marcus Reyes (Reyes Holdings) and 3 more.
Subject: Tour of Oak Plaza on Thursday at 10 am.
Left out: 1 broker (Harbor CRE Advisors), 1 investor written to on 3 Oct.
5 leads only viewed the page; no email sent.

• Crexi's help center lists contacting leads as a Pro member feature, both from a property dashboard (Leads > All Leads) and from the platform-wide Lead Activity page.
• Crexi Contact Leads filters recipients by level of interest and industry role; the action a lead took is visible per lead, not as a filter.
• Crexi messages to leads take a subject, links and a copied colleague, and the help center lists no attachment option, so an OM link comes from the listing page.
• Crexi keeps per-lead notes in the Notes tab of the lead drawer, a place to record a follow-up by hand that the agent does not write to.

contact_leads asks for your OK by default. To run it weekly without you, switch confirmation off for that tool in your dashboard.

Sources: Crexi Help Center: Contact your leads · Crexi Help Center: Property overview dashboard · Crexi Help Center: Marketing portal walkthrough

curl https://cotlet.dev/api/v1/crexi/contact_leads \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"lead_ids":["ld_4102","ld_4107"],"subject":"Tour of Oak Plaza on Thursday at 10 am","body":"Thanks for opening the OM on Oak Plaza Retail Center. We are touring the property Thursday at 10 am. Reply to reserve a spot."}'

{
  "status": "sent",
  "recipients": 2,
  "subject": "Tour of 120 Main St on Thursday"
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the tool is crexi_contact_leads. Example data.

• Export Crexi leads to your CRM or a spreadsheet
• Send a weekly Crexi listing activity report to your seller
• Pull Crexi sales comps for a valuation or BOV
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