Best CRM for Commercial Real Estate

CRM systems are widely used in the commercial real estate industry to help professionals manage their contacts, properties, and deals. With the right CRM solution, commercial real estate brokers and agents can stay organized, track their leads and deals, and build stronger client relationships.

What Makes a Good CRM?

When it comes to customer relationship management (CRM) software, you want something that will effortlessly handle your interactions with prospects, clients, and tenants. Say goodbye to messy datebooks and poorly formatted spreadsheets – a good CRM is the ultimate resource that streamlines and enhances your engagement with key people in your business.

Now, let’s dive into why a good CRM is essential for commercial real estate companies. Check out the fantastic benefits it brings to the table:

  1. Contact Management: With a CRM system, you can bid farewell to scattered customer information. It consolidates all your customer data in one convenient place, making it a breeze to access and organize.
  2. Enhanced Customer Segmentation: Want to target specific groups with personalized marketing campaigns? A CRM system allows you to segment your customers based on various criteria, ensuring you deliver relevant content and experiences.
  3. Pipeline Management: Never miss a beat when it comes to following up on deals. A good CRM keeps you on track, eliminating forgotten calls, dropped leases, and lost prospects because someone in the office dropped the ball.
  4. Better Collaboration: A top-notch CRM facilitates seamless collaboration for teams that are constantly on the go or rarely in the office together. Stay connected, share information, and work together more effectively.
  5. Accountability: Keep a close eye on how your team manages prospects. With a central CRM system, everyone is accountable, making tracking progress and ensuring consistent follow-up easier.
  6. Back Office Management: Some of the more robust CRM options go beyond customer management and offer back-office management features. Say goodbye to time-consuming tasks like tracking multi-agent commission plans, customizing invoices, and applying for payments manually.
  7. Customization and Scalability: A good CRM is adaptable to your specific business needs. It allows customization so that you can tailor it to handle the unique challenges you face. Moreover, it should be scalable and capable of managing increasing amounts of data as your business grows. Integration with third-party tools for additional functionality is a bonus.

A good CRM saves you time, keeps your data organized, and ensures timely follow-up with prospects. The enhanced accountability and communication it provides will tremendously impact your business.

So, don’t wait any longer. Embrace the power of a great CRM and watch your commercial real estate endeavors reach new heights!

What to Consider When Choosing a CRM

Choosing the right CRM for your business is crucial, but what factors should you prioritize? It all boils down to your unique business requirements and how you manage your relationships. Let’s explore some key considerations:

  1. Property Database Integration: If you’re in the commercial real estate (CRE) industry, properties are just as vital as deals and contact records. Look for a CRM that seamlessly integrates your property database, allowing you to create a customized local database that links to your deals and prospects.
  2. Marketing Tools: Effective marketing is essential, so ensure your chosen CRM integrates smoothly with your existing email and calendar systems. Additionally, check if it offers robust email marketing options through API integration or built-in tools. You can follow up with prospects regularly while tracking all interactions.
  3. Accessibility: As a real estate broker, you’re always on the go. That’s why it’s crucial to choose a CRE CRM that offers excellent accessibility. Whether it’s through a web browser or a dedicated mobile app, you need the flexibility to access your CRM from anywhere, anytime.
  4. Technical Support: Since CRM systems for the CRE industry tend to be highly customized, having reliable technical support is essential. Look for a CRM provider offering comprehensive support, including onboarding assistance, technical support when needed, and helpful training documentation to maximize your CRM’s potential.

By considering all these features, you’ll be well-equipped to choose a CRM that aligns perfectly with your business needs and empowers you to manage your relationships effectively.

Best CRMs for Commercial Real Estate

Choosing the best CRM for your commercial real estate business will depend entirely on your business needs and budget, but the following options are widely considered to be some of the very best:

  1. Salesforce: Salesforce is a widely recognized CRM platform known for its robust features and customization options. It offers comprehensive tools for managing client interactions, sales processes, and marketing campaigns. With Salesforce, commercial real estate agents can track leads, manage properties, analyze data, and collaborate with team members effectively.
  2. HubSpot: HubSpot CRM is a user-friendly platform offering various features for commercial real estate agents. It allows agents to organize and track leads, automate follow-ups, and manage deals in a visual pipeline. Additionally, HubSpot provides email marketing capabilities and document sharing and integrates with other HubSpot tools for enhanced marketing and sales efforts.
  3. SharpLaunch: SharpLaunch is specifically designed for commercial real estate professionals. It offers features tailored to streamline property marketing, leasing, and reporting processes. Agents can create branded property websites, distribute listings across various channels, track tenant inquiries, and generate detailed reports for clients and stakeholders.
  4. Apto: Apto is a CRM platform built exclusively for commercial real estate brokers. It provides features to manage listings, track deals, and streamline transaction workflows. Apto offers tools for market analysis, property research, and client relationship management. It also integrates with popular listing services and email providers to enhance productivity.
  5. ClientLook: ClientLook is a CRM platform designed for commercial real estate brokers and teams. It offers features for managing contacts, properties, and deals and robust project management capabilities. ClientLook provides document storage, property stacking plans, financial analysis tools, and integrated email marketing to facilitate efficient collaboration and client communication.
  6. REThink: REThink is a comprehensive CRM solution for commercial real estate agents. It offers deal tracking, lease management, marketing automation, and commission tracking features. REThink also provides integrations with popular listing services and financial analysis tools to support effective decision-making.
  7. AscendixRE: AscendixRE is a CRM platform tailored for commercial real estate brokers and teams. It provides a range of features, including contact management, property tracking, lease management, and deal tracking. AscendixRE also offers mapping and geolocation features, allowing agents to visualize properties and prospects on interactive maps.
  8. Apptivo: Apptivo offers a CRM solution with features that cater to the needs of commercial real estate agents. It provides tools for contact management, deal tracking, email marketing, and customer support. Apptivo also offers project management features, allowing agents to track tasks, set deadlines, and collaborate with team members effectively.
  9. Freshworks CRM: Freshworks CRM offers a user-friendly platform for managing customer relationships in the commercial real estate industry. It provides features in contact management, lead scoring, deal tracking, and email automation. With Freshworks CRM, agents can streamline their sales processes and improve customer engagement.
  10. Zoho CRM: Zoho CRM is a versatile platform that offers a wide range of features for commercial real estate agents. It includes contact and lead management, deal tracking, document management, and email marketing capabilities. Zoho CRM also offers integrations with other Zoho products like Zoho Campaigns and Zoho Books, providing a comprehensive solution for commercial real estate professionals.

These CRM platforms provide valuable tools and features to enhance productivity, streamline processes, and improve client management for commercial real estate agents.

Depending on specific requirements and preferences, agents can choose the CRM that aligns best with their business needs.


In the competitive world of commercial real estate, having a good CRM is essential for businesses to thrive. A CRM tailored for commercial real estate agents provides a centralized platform to manage contacts, track leads, and streamline sales processes.

It enables agents to efficiently manage their client relationships, track property listings, monitor deal progress, and optimize marketing efforts.

A robust CRM empowers commercial real estate businesses to deliver exceptional customer service, nurture leads, close deals faster, and drive revenue growth.

With features such as contact management, lead tracking, and automation, a good CRM becomes a vital tool for commercial real estate agents to stay organized, make data-driven decisions, and achieve success in a highly competitive industry.