Customer relationship management (CRM) software for commercial real estate (CRE) provides tools for commercial agents and brokerages to manage properties, contracts, and sales leads. The best ones offer practical, integrated solutions for sales, marketing, and services for residential and office tenants at competitive rates. I evaluated dozens of options to identify the seven best commercial real estate CRM platforms based on key attributes like pricing, features, and support.
- Apptivo: (Overall) Best low-cost customizable CRE software
- Salesforce: Best mobile CRE CRM
- AscendixRE: Best for brokers representing CRE investors
- LionDesk: Best for lead management and follow-up
- Buildout CRM: Best AI-powered CRE CRM
- ClientLook by Lightbox: Best for sale and lease comps
- Propertybase: Best for listing management
- Best Commercial Real Estate CRM Platforms at a Glance
- Apptivo: Best Low-cost Customizable CRE Software
- Salesforce: Best Mobile Commercial Real Estate CRM
- AscendixRE: Best CRM for Commercial Real Estate Brokers Representing Investors
- LionDesk: Best Commercial Real Estate CRM for Lead Management & Follow-up
- Buildout CRM: Best CRE CRM With AI-Powered Tools
- ClientLook: Best for Tracking Sale & Lease Comps for Property Valuation
- Propertybase: Best CRM for Commercial Real Estate Listing Management
- Frequently Asked Questions (FAQs)
- Bottom Line
Best Commercial Real Estate CRM Platforms at a Glance
| Provider | Free Plan | Free Trial | Starting Monthly Price per UserBased on annual billing on a per-month basis; monthly billing is available at slightly higher rates, unless otherwise specified. | My Rating Out of 5 |
|---|---|---|---|---|
 | ✕ | ✓30 days | $15 | 4.98 |
| Visit Apptivo | ||||
 | ✕ | ✓30 days | $25 | 4.83 |
| Visit Salesforce | ||||
 | ✕ | ✓30 days | $79 | 4.64 |
| AscendixRE | ||||
 | ✕ | ✓14 days | $39 | 4.62 |
| Visit LionDesk | ||||
 | ✕ | ✓Free demo only | $85 | 4.46 |
| Visit Buildout | ||||
 | ✓4 months ($99 per month thereafter) | ✓10 days | $89 | 4.23 |
| Visit ClientLook | ||||
 | ✕ | ✓Free demo only | $79 | 4.13 |
| Visit Propertybase | ||||
Apptivo: Best Low-cost Customizable CRE Software
Salesforce: Best Mobile Commercial Real Estate CRM
AscendixRE: Best CRM for Commercial Real Estate Brokers Representing Investors
LionDesk: Best Commercial Real Estate CRM for Lead Management & Follow-up
Buildout CRM: Best CRE CRM With AI-Powered Tools
ClientLook: Best for Tracking Sale & Lease Comps for Property Valuation
Propertybase: Best CRM for Commercial Real Estate Listing Management
How I Evaluated the Best Commercial Real Estate CRM Software
To determine the best CRM for for commercial real estate, I evaluated the relevant features for managing sales, marketing, and operations. These include tools for tenant work orders, contracts, and transaction opportunities. I also looked at other critical CRM software attributes, such as price, product ease of use, customer support, and general features like reporting dashboards, integrations, and system customizations. Explore my evaluation process of the best commercial real estate CRM software.
I reviewed features that are staples to most real estate CRMs, like customizable pipelines, reporting and analytics, contact management, task assignments, and integrations.
Features like a mobile app, client collaboration tools, property maps, listing management, marketing tools, and deal tracking were considered highly beneficial for commercial real estate businesses.
When evaluating the cost of each CRM, I considered access to free account options, varying subscription plans, and the availability of monthly billing plans.
The functions of any application are only as beneficial as they are usable. These criteria were analyzed by the knowledge required to set up the software, the skill needed to operate the platform, and the intuitiveness of the user interface.
Extensive support and service can prevent issues a user might encounter. These were evaluated in terms of customer service hours and availability of support through various channels like phone, live chat, and email.
In addition to my firsthand experiences with the providers, I evaluated what other users say about each platform. These criteria consider how other experts rate each CRM and how customers feel based on their reviews to gauge features, ease of use, and overall value for money.
Frequently Asked Questions (FAQs)
A CRM in commercial real estate help brokers, agents, and property managers manage client relationships, streamline workflows, and track deals. Key features include contact and lead management, property tracking, pipeline monitoring, marketing automation, and reporting tools. With mobile access and customization options, CRE professionals can save time, strengthen client relationships, and close deals more efficiently.
Yes, Salesforce can be a good CRM for real estate, especially for larger teams or those needing a highly customizable solution. It offers robust features like contact and deal management, marketing automation, and analytics. Plus, Salesforce’s AppExchange provides industry-specific integrations, such as property management and listing tools, making it adaptable to commercial real estate needs.
LionDesk is the easiest-to-use industry-specific CRM for commercial real estate. It has a clean interface, allowing you to quickly see and operate the features you need. Moreover, HubSpot CRM, Pipedrive, and Zoho CRM are our top picks for user-friendly general-use CRMs.
Yes, real estate agents widely use CRMs to manage client relationships and streamline operations. A CRM helps agents organize leads, manage property listings, and automate follow-ups to ensure timely response and attract more potential investors, property owners, and tenants. It also enables agents to segment clients and personalize communication for successful real estate transactions.
Bottom Line
The best commercial real estate CRM depends on the brokerage’s needs and goals and the solution’s pricing, features, ease of use, and scalability. That said, it’s important to choose a provider that offers the strongest features you need, like property maps, listing management, marketing, and deal tracking. While Apptivo is my top pick for affordability and customizability, other CRE CRMs like LionDesk and Ascendix can be suitable for your brokerage needs.
