7 Best Commercial Real Estate CRMs in 2023

Apptivo offers multiple solutions specifically designed for commercial real estate businesses, with tools to manage leads, sales processes, invoices, projects, and email marketing. Moreover, its CRM enables you to obtain information about your competitors and use it as a reference for lost deals.

Apptivo performance reports (Source: Apptivo)

---

Apptivo invoice creator (Source: Apptivo)

---

Additional Apptivo Features

• Mobile CRM: Manage tasks, lead contacts, sales planning, and business opportunities on the go using the mobile CRM. You can also manage finances, invoices, work orders, time sheets, and expense reports on one app.
• Email marketing: Send personalized bulk email messages to customers and boost client relationships with Apptivo Campaigns.
• Contracts management: Create contracts directly from different apps and functions in Apptivo to save time and integrate with third-party tools like Google Workspace, Office 365, and Slack.
• Procurement: Manage and update your item inventory count automatically when they’re sold, moved, or restocked.

Apptivo Pricing: Starting at $10
Apptivo’s pricing is billed per user, per month. Starting at $10 per user, you can enjoy sales automation, marketing features, data management, intelligence and reports, third-party integrations, mobile apps, and 24/7 support. They also have a free trial with one user allocation, which enables you to perform lead, contact, and deal management. Check out other monthly subscriptions below:

• Lite: $10 per user, includes 18 apps, 100 custom fields per app, 25 workflows, eight custom dashboards, third-party service integration, and 24/7 support
• Premium: $15 per user, includes 46 apps, 250 custom fields per app, 75 workflows, 25 custom dashboards, third-party service integration, and 24/7 support
• Ultimate: $25 per user, includes 57 apps, 350 custom fields per app, 150 workflows, 50 custom dashboards, third-party service integration, and 24/7 support
• Enterprise: Custom pricing, includes 65 apps, 500 custom fields per app, 300 workflows, 100 custom dashboards, third-party service integration, and 24/7 support, custom integration, and account manager

Apptivo Reviews
With a 4.4 out of 5 review rating on Capterra, most reviews given by Apptivo customers were positive. While some customers noted that the system can be confusing initially, it gets easier once they become familiar with it. One customer was impressed with the customizable layout and how easy it was to add or remove information fields based on their needs. A lot of reviews also liked Apptivo’s affordable price point.

However, some users were not satisfied with their Apptivo experience. One user said it was confusing to create email templates. Another complained that some templates, like purchase orders and packing slips, are hard to customize. A customer also noted some invoice errors through PayPal that required his client to input the information more than once. Apptivo also has limited marketing channels. To add more variety to your marketing campaigns, check out LionDesk and Propertybase.

Salesforce’s features enable CRE business owners to effectively manage sales performance and nurture client relationships. As one of the best CRM for commercial real estate brokers, Salesforce has multiple cloud apps so you can easily track deals and opportunities, automate sales processes, monitor pipelines, forecast sales, and qualify leads.

Salesforce CRM (Source: Salesforce)

---

Salesforce CRM Einstein AI

---

Additional Salesforce Features

• Marketing Cloud: Save time and money in delivering relevant content across email, web, and mobile by automating engagement in every marketing channel and receiving artificial intelligence (AI)-driven marketing insights.
• Service Cloud: Reach customers on every digital channel and provide consistent customer service experience via mobile messaging, web chat, or social networks.
• Tableau Analytics: Use intelligent predictions, recommendations, and flows to visualize business opportunities and monitor your business in real time.

Salesforce Pricing: Starting at $25
Salesforce pricing is billed per user on a monthly basis. It offers tiered plans with multiple features based on what you need to scale your real estate business.

• Essentials: $25 includes account, contact, lead, and opportunity management, as well as email integration with Gmail or Outlook
• Professional: $75 includes everything in the Essentials plan plus pipeline and forecast management
• Enterprise: $150 includes everything in the Professional plan plus workflow and approval automation
• Unlimited: $300 includes everything in the Enterprise plan plus sales engagement and insights, and premier success plan

Salesforce Reviews
Salesforce has received a review rating of 4.4 out of 5 from more than 17,000 customer reviews. Several users appreciate getting robust sales reports for various sales initiatives, including sales forecasts, target versus actual revenues, and the number of won and lost leads. They also liked that the CRM can be integrated with third-party business tools. One user noted that tracking contacts, emails, and opportunities can be done in a few clicks, which saved her so much time.

In less favorable Salesforce reviews, some users said navigating Salesforce CRM software is confusing because it is too feature-packed. Another user complained that it took so much time to search one case, which made the experience frustrating. One customer complained of “lags” and system errors when using the software. While not the most expensive on this list, higher plans can be pricey per user, per month. For a more affordable CRM for CRE businesses, check out Apptivo, or you can also try ClientLook’s free plan.

Ascendix Real Estate’s (AscendixRE) easy-to-use platform is highly customizable and quickly adapts to your business needs, making it one of the best commercial real estate CRM programs. This CRM offers features for smart prospecting, workflow automation, data tracking, and robust reporting to simplify your CRE business processes and increase efficiency.

AscendixRE mobile and desktop dashboard (Source: AscendixRE)

---

AscendixRE Deal Management (Source: Ascendix Tech)

---

Additional Ascendix Features

• Smart prospecting tools: Use AscendixRE’s prospecting tools to mine targeted lists of contacts for marketing campaigns, as well as monitor and plan sales activities.
• Automated workflows: Automatically schedule follow-up meetings for prospects and “auto-assign” marketing tasks to various people associated with marketing a new listing.
• Data management: In addition to traditional functionality, AscendixRE’s CRM lets you track properties, listings, sales, and leases in one place.
• Reporting functionality: Get a complete overview of your business with prebuilt charts and graphs to track your business. Use reporting tools to build custom charts and track essential data.
• MarketSpace: Showcase your commercial listings on a property listings portal that integrates with AscendixRE CRM and lets you publish and update your listings from the CRM.

Ascendix Pricing: Starting at $79
Ascendix Real Estate CRM offers three-tiered pricing options. Each plan includes a Salesforce license to search for Salesforce data without paying a separate fee. Other Ascendix services, such as Dynamics 36 Consulting and CRE Tech Consulting, are available at a separate cost.

• xRE Foundations: $79 per month includes lease, sale, property listings, availabilities, and capital sources tracking; prebuilt CRE fields and reports, traditional CRM functionality, and Salesforce license
• xRE Enterprise: $99 per month includes everything in the Foundations plan plus Ascendix Search, Ascendix Composer, stacking plans, concierge service, up to 20 custom objects, and commission calculations
• xRE Unlimited: $129 per month includes everything in the Enterprise plan plus property listings portal, secure deal rooms, and automated lead capture

Ascendix Reviews
Ascendix Real Estate has a review rating of 4.8 out of 5 stars. Brokers and organizations love using AscendixRE because the platform helps them track all communication associated with a transaction and deal flows, and understand what’s working and what isn’t. One review appreciated the automated workflows, deal tracking, Outlook and Gmail integrations, and reporting functionalities. Another organization said AscendixRE helped them update their database so that everyone across teams and geographies looks at the same data.

In not-so-favorable reviews, one user said the platform was not user-friendly and complicated because of the multiple features. Several features, such as Ascendix Search, stacking plans, and a public listing portal, are unavailable for basic plan subscribers. Marketing capabilities are also limited to email campaigns, unlike LionDesk, which has a power dialer.

LionDesk’s CRM is designed with features to organize contact information through data importing and storage. It enables communication with leads and clients through multiple communication channels, such as phone, email, and text messaging. LionDesk also offers the ability for brokers to manage workflows for transactions.

LionDesk CRM interface (Source: LionDesk)

---

LionDesk’s Facebook lead generation (Source: LionDesk)

---

LionDesk transaction management (Source: LionDesk)

---

Additional LionDesk Features

• Transaction management: Monitor your properties, track your closings, and automate your tasks so you don’t miss any important business deals.
• Video email and video texting: The CRM is integrated with video emails and video texting, which you can utilize within drips and mass emails or texting.
• Commercial real estate contact management: Manage all types of lead sources, buyers, sellers, and hot or cold clients by adding an unlimited number of tags to each client.
• Auto-responders: Send automated emails, texts, and calls to all your leads and track conversions.
• Custom landing pages: Create landing pages from prebuilt templates to capture leads and deliver them directly to your LionDesk account for follow-up automation.
• Mobile app: The LionDesk mobile application allows real estate professionals to access the CRM portal and all of the CRM’s features on the go.

LionDesk Pricing: Starting at $39
LionDesk offers two pricing options for their commercial real estate CRM software, which starts at $39 when billed monthly. Both plans include monthly credits for emails, text messages, and video texts. You can also purchase other features like a multi-line dialer for an additional cost.

• CRM: $39 includes 7,500 emails, 2,000 text messages, 500 video text credits, and a custom number
• CRM Premier: $139 includes everything in the CRM plan plus single line dialer and landing pages
• Multiline dialer: $50 per month
• Concierge setup (one-time fee): $499
• Concierge recharge (one-time fee): $549

LionDesk Reviews
LionDesk has a 4.1 out of 5 rating, with reviews praising the software’s email drip campaigns and third-party integrations. Busy commercial real estate agents getting leads from Zillow, Trulia, and Realtor.com benefit from all of their leads syncing to one centralized location for follow-up and consistent communication. Several customers liked that they could track client interactions, current projects, and business projections in one software. Other satisfied customers love the ability to send bulk text messages from a desktop.

In less favorable reviews, one customer hoped LionDesk had a newsletter marketing feature to share informational articles with their clients. Another user wanted social media digital management on top of LionDesk’s marketing capabilities. A customer also did not like the expensive pricing, while one feedback noted that LionDesk does not allow custom data fields in its CRM. For a customizable and affordable CRM for commercial real estate, check out Apptivo.

Buildout is designed with features that simplify prospecting, pipeline management, reporting, and analytics so you can focus your efforts on closing more deals and driving higher business values. This CRM software helps you obtain accurate property data and manage a large volume of emails and inquiries to build a robust book of repeat businesses.

Buildout CRM Deal Pipeline section (Source: Buildout CRM)

---

Searching for Comps using Buildout Insights (Source: Buildout CRM)

---

Additional Buildout Features

• Geo search: Find properties that meet the needs of your clients in specific geographic locations.
• Comp data: Keep your comp database up to date so you can gain greater insight into market trends and negotiate deals more confidently.
• Stacking plans: Determine which spaces and units are coming on the market soon to provide better solutions for your clients.
• Project management: Track important activities across your team and brokerage to close deals more efficiently.
• Property data: Access data on more than 8.5 million commercial properties to make more informed business decisions.
• Buildout Marketing: Promote your listings by creating property websites, proposals, and emails. The marketing solution includes document creation, a property inventory plugin, a leads dashboard, client reports, property listing syndication, interactive site plans, and branded email marketing.

Buildout Pricing: Starting at $75
Buildout products are priced separately on a monthly basis. There are no tiered plans that include all CRE business solutions, and you need to purchase its CRM, Insights, and Marketing features in separate monthly subscriptions. However, you can choose from three marketing plans that best suit your business needs.

• CRM: $120 per user includes built-in CRE, property data, onboarding, in-house customer support, in-product help center, and resource library
• Insights: $299 per user includes residential and commercial properties, all CRE property types, refi and sell predictions, owner email and/or mobile, sales comps and MLS data, postcard and letter blast
• Marketing: Starts at $75 per user (plus $250 monthly platform fee) and includes proposals, lead management, docs, document sharing, property inventory plugin, property websites, email, syndication, social media, grids data designer, site plans, access to Boost

Marketing Plans

• Listings: $75 per broker (plus $250 monthly brokerage platform license) includes inventory plugin, document sharing, syndication, lead management, social media, and property websites
• Marketing: $150 per broker (plus $250 monthly brokerage platform license) includes everything in the Listings plan plus email, site plans, docs, grids data designer, comps, and additional customizations
• Premium Marketing: $200 per broker (plus $250 monthly brokerage platform license) and includes everything in the Marketing plan plus project management, client reports, task management, checklists, pipeline, reporting, activity reports, and assignments

Buildout Reviews
From thousands of customer reviews, Buildout received a rating score of 4.7 out of 5. Commercial real estate brokers found the platform simple to use and easy to access. They also like the ability to track every part of real estate transactions in one centralized place. A customer also appreciated the support team that is “extremely responsive and willing to make changes where necessary.”

In a less favorable review, one user noted that the “syncing feature is a little clunky and may need some back-office tending.” Another customer also hoped to have more integrations. A broker said the website took time to load, and some videos were difficult to manage. Buildout’s pricing can also add up since it doesn’t have plans with all the CRM, Insights, and Marketing features included, unlike LionDesk, Ascendix Real Estate, and Propertybase.

ClientLook’s CRE CRM features are built to optimize, automate, and streamline successful real estate business processes for commercial real estate professionals. Build long-term relationships by managing contacts, tracking sales and lease comps, monitoring pipelines, and leveraging CRM support.

ClientLook Contacts page (Source: ClientLook)

---

ClientLook Comps page (Source: ClientLook)

---

Additional ClientLook Features

• Mobile app: ClientLook’s mobile apps enable you to take your CRE business on the road, access data on any device and operating system, and send emails that automatically connect to records.
• Property data and listings: Input property details, build your own proprietary commercial real estate database software, share listings, and access property inventory module and related contacts in one platform.
• Client collaboration: Communicate with clients in real time to share deal activity and documents. You can easily track every deal-related call, tour, email, and file straight from your CRM.
• Pipeline tracking: Monitor every stage of real estate transactions and organize updates, calls, activities, files, and emails for a more efficient pipeline.
• Sales and lease comps: Add comps to existing property records, convert listings into comps once a deal closes, and share comp reports with your clients.

ClientLook Pricing: Starting at $0
ClientLook’s pricing is pretty straightforward. There are no tiered plans to choose from; instead, you can opt for a monthly or annual subscription and enjoy all features included in the CRM. Moreover, ClientLook is the only CRM provider that offers a free plan per user for the first four months.

• Free plan: $0 per user for the first four months, then $99 per month thereafter
• Monthly plan: $129 per user
• Annual plan: $1,086 per user

ClientLook Reviews
ClientLook gained a review rating of 4.7 out of 5. The majority of ClientLook’s customers liked the Back Office Assistant team who helped them with contact management and data entry for free. Many brokers appreciated how they can easily keep track of contacts, properties, deals, and task lists in one place. Another user praised the mobile app that is easy to use. One business owner said that ClientLook helped his team share information and communicated more efficiently.

However, one user was disappointed with the limited reporting capabilities and “no cross-object filtering” in advanced searches. A customer also noted that they sometimes lose some of the records they’ve made, while several clients found the third-party integrations limited and cumbersome. ClientLook also has minimal marketing capability. If you’re looking to market listings to multiple channels, we recommend LionDesk. If you need a CRM with marketing automation, check out Propertybase.

Propertybase provides a single platform for real estate websites and CRM operations. From the back end, this real estate software serves as a tool for managing your leads and listings, automating your team’s daily processes, simplifying your email outreach, and monitoring both agent and team performance.

Propertybase’s Email Marketing Studio

---

Sample automated drip campaign (Source: Propertybase)

---

Additional Propertybase Features

• Website builder: Build a code-free custom, branded website with IDX property search so visitors can search advanced criteria and save their preferences on your website.
• Leads: You can choose how many leads you want to receive per month, and Propertybase’s team will create, run, and maintain landing pages, real estate ads, and campaigns for you to promote your business.
• Analytics: Receive business analytics and insights in easily consumable reports and dashboards to help you visualize your business performance and make data-driven decisions.
• Mobile app: Powered by Salesforce, Propertybase mobile allows users to view leads and listings, close deals, and even customize security and access settings.
• Commercial real estate contact management software: View your leads and contacts on your CRM, including aggregated leads from sources like Trulia and Zillow. Its lead scoring feature enables you to determine your most active leads and launch targeted drip campaigns based on criteria like property views, saved searches, and buying timelines.

Propertybase Pricing: Starts at $399
Propertybase’s pricing is not displayed on its website. According to third-party sources, Propertybase CRM is offered in two plans:

• Propertybase GO (Website and CRM): Starts at $399 for five user licenses, includes access to one MLS and one Cloud CMA account
• Propertybase GO (Website, CRM, Leads, and Text Concierge): Starts at $1,399 for five users, includes all packages from the first package, leads from BoldLeads, and access to Text Concierge

Propertybase Reviews
Propertybase has a customer rating of 4.7 out of 5, with most users loving its all-in-one real estate solution. Many brokerages are satisfied with the CRM because of its feature inclusion, customization options, and scalability. They particularly like its lead generation capabilities and centralized platform for front-end and back-end real estate team operations. One broker said that his team could get all their systems into one place instead of managing different spreadsheets.

However, other users expressed that adding customizations to make the software work for their business was complicated. Some reviews complained that Propertybase customer support can be slow to respond. As of writing, Propertybase doesn’t offer live phone and chat support. You can only contact their customer service via email. If you’re looking for a CRM with responsive customer support and back-office assistance, check out ClientLook.