7 Best Commercial Real Estate CRMs

Apptivo is an excellent CRM for commercial real estate thanks to its affordability, customizability, and robust features. These include contract management, sales tracking, and property task organization. Its white-labeling capabilities allow you to create a fully branded portal where property owners can monitor lease terms and receive updates for a seamless and professional experience.

• Business management system: Apptivo is a CRM system and business management platform rolled into one program, making it particularly valuable for commercial real estate professionals. It offers customizable modules for managing sales, finance, customer support, marketing, projects, supply chains, and properties.
• Properties app: Property administrators can use this modular app to gather and store information on their purchased properties. Streamline transaction elements, such as follow-ups or payments for property sales or rent.
• 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.

Salesforce is the best mobile sales CRM for commercial real estate because it gives you complete access to all of its web features from the mobile app. These include the Einstein Generative AI feature for property management and unified analytics for revenue monitoring. Field real estate agents and brokerages can easily manage client relationships, track sales opportunities, and close deals on the go.

• Full mobile feature access: Salesforce is known for its excellent mobile app, where agents can access all of its web features. You can even use the Einstein Generative AI tool to streamline property record management, deal tracking, and brokerage activity reporting from anywhere.
• Contracts: With Salesforce’s Contracts module, users can manage the end-to-end lifecycle of their CRE contracts—from contract draft to activation. You can also link contracts with opportunities and quotes.
• Einstein AI: With Salesforce’s built-in AI tool Einstein, you can automatically capture and log sales activities, qualify leads, and track conversation insights. This tool also provides smart suggestions for forecasts and deals.

AscendixRE is an industry-specific CRM system for commercial real estate brokers that comes with a Salesforce license. It streamlines managing assets, buyers, sellers, and pricing, specifically notable for its brochure and document composition tool. Moreover, its mobile accessibility, AI predictive analytics, integrations, and customizable workflows help CRE brokers improve investor relations and streamline overall CRE operations.

• Salesforce License: AscendixRE is built on top of Salesforce, giving it the familiar feel of a traditional CRM. You can access all of Salesforce’s CRM functionalities, including account and deal management, workflow automation, and mobile app.
• Composer: Use AscendixRE’s advanced document generation software Composer to generate custom real estate brochures, landing pages, and marketing materials. It pulls photos and data from its library and automatically creates files that you can send to prospects and property owners.
• Properties Module: AscendixRE’s CRE tools include stacking plans and a map for displaying properties and searching for properties within an area. You can also automate commission calculations and manage real estate databases from this module.

LionDesk stands out for its robust lead generation and management capabilities, which include Facebook advertising, automatic nurture campaigns, and team lead distribution. This top commercial real estate CRM also comes with phone calling features that include a click-to-call function and power dialer. Aside from that, this platform offers a wide range of marketing tools, such as pre-built email and text campaigns, drip campaigns, and direct mail.

Cost: $39 per month

Features:

• Facebook Lead integration
• Automated drip campaigns
• Mass emailing
• Pre-built marketing campaigns
• Transaction pipelines

• Lead generation and management: LionDesk lets you import and track leads from multiple sources, with automated follow-up sequences via email, text, and video messaging. It integrates with related apps like Zillow, Realtor.com, and Facebook to streamline lead generation.
• Transaction management: Streamline your transaction process with LionDesk’s tool for tracking the entire real estate sales cycle, from prospecting to deal closing. You can also create seamless transactions by scheduling emails, text messages, and task reminders for each sales cycle stage.
• Marketing automation: Nurture cold leads by sending email newsletters and scheduled text messages to segmented audiences. You can also advertise listings. You can also use LionDesks’ Ad Portal to create ads from pre-built templates and automate follow-up campaigns.

Buildout CRM is a commercial real estate platform offering CRM, marketing, and AI capabilities like its prospecting tool. CRE brokers can leverage AI-powered predictive analytics and built-in, real-time property data to find the next opportunities and make informed decisions. The robust research map and mobile app’s AI assistant let you access property info and manage transactions anywhere.

• CRM and transaction management: Buildout’s Rethink CRM enables your team to manage their pipeline and generate reports. It also offers a separate module for CRE brokerage and transaction management for a full view of your team’s sales, lease pipelines, and projected commissions.
• Mobile prospecting: Buildout offers an AI-powered research and outreach mobile app called Prospect. This gives you access to a database with property owner, transaction, loan, and multiple listing service (MLS) information from all properties in the U.S.
• Marketing automation: The Showcase module includes commercial real estate marketing tools that help you build materials for showcasing your properties. It has an AI-powered assistant called AL that reviews property details in your database to generate descriptions, location details, and property highlights.

ClientLook by LightBox helps brokers easily monitor sale and lease comparables to determine a property’s market value accurately. It also allows brokers to track their sales pipelines in real time and create a robust property database for CRE transactions. Moreover, it offers back-office assistance, which includes remote data entry and listing updates with just a phone call to the company’s team.

• Contact and deal management: All ClientLook plans include tools for managing contacts, deal activities, and pipeline stages. Its email integration allows you to attach deal activity and documents to email messages.
• Property data and comps tracking: ClientLook provides brokers with a proprietary database to import or add property records. You can also manage all your listings and track completed leases and deals from the same platform.
• Remote data entry: Give the ClientLook team a phone call to request remote entry of business cards, activity scheduling, listing updates, and listing publications. You can also ask the team to have your leads automatically directed to your website.

Propertybase is a powerful listing management system with centralized storage, MLS syndication, customizable marketing templates, and CRM integration. It helps brokers manage listings efficiently, boost collaboration, and maximize property visibility to attract buyers. Plus, I like how brokerages can use Propertybase to launch social media, email marketing, and other CRE campaigns.

Cost: 

• Starting at $79 per user, per month
• Minimum of 10 users

Features:

• Salesforce license
• Contact, lead, and transaction management
• Luxury Internet Data Exchange (IDX) websites
• Marketing automation
• Back office support

• Listing management system: Propertybase is equipped with centralized listing storage and syndication to multiple MLS and marketing channels. With this, brokers can manage listings efficiently, improve collaboration, and maximize visibility to attract buyers.
• Luxury IDX websites: Drive leads with Propertybase’s lead generation tools and custom IDX websites. It’s easy to showcase your brokerage and build beautiful websites using pre-built templates.
• Transaction management: Propertybase makes the transaction closing process smoother. It comes with integrated forms, e-signatures, and an intranet for your brokerage.