8 Best Commercial Real Estate CRMs for 2022

With a booming economy, the commercial real estate market is poised to grow this year. But with an ever-increasing amount of data, not all CRMs are created equal. Here’s what you should know when selecting one for your business or buying properties in 2022 and beyond..

The “real estate crms pros and cons and which is best” are the 8 best commercial real estate CRMs for 2022. These software allow users to manage their clients, track leads, and close deals.

Customer relationship management (CRM) software for commercial real estate offers capabilities for managing properties, contracts, and sales leads. The finest commercial real estate CRMs provide integrated sales, marketing, and tenant service solutions for residential and commercial renters. We compiled a list of the eight top commercial real estate software solutions so you can compare cost, reviews, strengths, and features to find the best fit for your company.

• Freshsales is the greatest overall CRM and the best commercial real estate CRM for mass email marketing campaigns that are personalized.
• Apptivo is a great choice for businesses searching for low-cost commercial real estate management software.
• For those in need of project management solutions, Insightly is the best commercial real estate CRM.
• LionDesk is an excellent solution for teams who make a lot of direct sales calls.
• Copper: Created for brokerages who use Google Workspace for productivity, collaboration, and communication.
• Clientlook: The best commercial real estate CRM for listing management and tracking
• Producer of the Year: For commercial real estate brokers who wish to have a better understanding of their leads.
• Chime: The best commercial real estate software for major firms seeking an all-in-one platform for real estate sales, marketing, and transaction administration.

At a Glance: Commercial Real Estate CRMs

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Freshsales: Best Overall & Best Commercial Real Estate CRM for Email Marketing

Freshsales

What We Enjoy

• The dashboard is simple to use.
• Email personalization is simple with drag-and-drop capabilities.
• There is a free option available for an infinite number of users.

What Isn’t There

• Plans may be costly, and certain items are optional extras that must be paid for separately.
• Integrations for productivity apps are few.
• Importing data is tough for users.

Pricing for Freshsales (previously Freshworks CRM) at a Glance*

• There are no limits to how many people may utilize it (limited features)
• Freshsales Suite: Monthly fees range from $18 to $38 per person.
• Freshsales: Monthly fees range from $18 to $83 per user.
• 21-day free trial

*Pricing is for monthly billing, however you may save money by paying yearly. Annual subscriptions to Freshsales Suite vary from $15 to $69 per user, each month.

Freshsales, previously Freshworks CRM, provides useful tools for creating and implementing large-scale email campaigns to your target market group based on demographic and geographic characteristics. Rental and lease listings, agent services, and delivering event information to existing renters may all benefit from the customization choices.

For launching high-volume commercial real estate marketing efforts to help keep vacancy rates low, tools like Facebook Messenger integrations and personalized email campaigns are beneficial. Freshsales’ prepared email templates and drag-and-drop editing capabilities make it simple for even non-digital marketing gurus to design their email marketing campaigns.

Freshsales Customer Reviews

Overall, Freshsales Customer Reviews are very positive, with a rating of 4.6 out of 5. Users found it was easy to learn and use to organize client communication and contact information and integrate client insights from multiple platforms like LinkedIn and email. People also love the automated task reminders and notifications tools that keep them apprised of client relationships before, during, and after a transaction is completed.

Less-satisfied Freshsales Customer Reviews indicated that customer support was not up to expectations and wished the support team responded faster. They also thought that integrations were lacking and the system did not upload spreadsheet data well for data imports. If you’re looking for more integration options, consider Copper, which works seamlessly with Google Workspace.

Freshsales Highlights

Freshsales is a tool that allows you to create email campaigns (Source: Freshsales)

• Email editing capabilities through drag-and-drop
• Proposal and contract management solution with built-in Configure, Price, Quote is offered as an add-on for $39 per user, each month.
• Measuring campaign success using automated reporting and marketing analytics tools
• Phone, email, live chat, WhatsApp, SMS messaging, and Apple Business Chat are just a few of the built-in contact communication channels.
• Marketing segmentation tools classify prospective consumers based on location, demographics, and behavior.

Are you unsure if this is the perfect tool for your commercial real estate (CRE) company? Check out our Freshsales review to learn more about its extensive feature set.

Freshsales is a great place to start.

Apptivo: The Best Low-Cost Commercial Real Estate Management Software

Apptivo

What We Enjoy

• When compared to other CRM alternatives, it’s a bargain.
• Customer service is accessible 24 hours a day, 7 days a week by phone, live chat, and email.
• Contract management tools for producing and approving contracts are already built-in.

What Isn’t There

• The starter plan does not include any integration features.
• Platform may be difficult to navigate, particularly at first.
• Dashboard customization options are limited.

Apptivo’s Pricing in a Nutshell*

• Starter: Includes 8 applications and is free for one user.
• Lite: $8 per month per user
• Premium: $12 per month, per user
• Ultimate: $20 per month per user
• Enterprise: For more complicated connections, custom pricing is available.

*Pricing is based on a 12-month billing cycle. A monthly billing option is also available at slightly higher costs.

Apptivo provides a variety of solutions tailored to commercial real estate firms, including built-in tools for managing contracts and sales operations at a low cost. Organize property management operations with tools for dealing with on-site tenant concerns and manage sales efforts with Apptivo’s capabilities for connecting with prospects. Apptivo cost varies from Apptivo offers an array of solutions specifically beneficial to commercial real estate businesses with built-in tools for handling contracts and sales activities at a reasonable cost. Manage sales activities with Apptivo’s features for communicating with leads and organize property management activities with tools for handling on-site tenant issues. Per user monthly Apptivo pricing ranges from $0 to just $20, or request a quote for Enterprise-level features and integration capabilities. to $20 per user per month, or you may request a quotation for Enterprise-level functionality and integration options.

While Apptivo’s commercial real estate software has a complicated user interface, its affordable costs make strong CRM software capabilities available to smaller enterprises. Invoice management, electronic signatures, and work order management are just a few of the built-in capabilities.

Because Apptivo’s free Starter plan doesn’t contain third-party interfaces, successful commercial real estate organizations can seek to Freshsales and Insightly for integration options. Both of these commercial real estate CRMs provide free plan choices that may be used in conjunction with the other native apps offered by each supplier.

Apptivo Testimonials

Based on Apptivo Testimonials, customers give the CRM a 4.4 out of 5 average rating. Many said the software helped them scale their commercial real estate businesses and get them away from older CRMs that were outdated and not effective for communication. Other customers reported there were a lot of bugs when the system updated and that the customization features are lacking. To better customize your CRM software to your commercial real estate business’ needs, try LionDesk or Producer of the Year.

Features of Apptivo

Create invoices using Apptivo (Source: Apptivo)

• Integrated e-signature tool for obtaining signatures and managing contract changes
• Procurement, purchase orders, and inventory management are all managed via a centralized system.
• Authorize.net is integrated for secure invoicing and payment processing.
• For developing work order estimates, an all-in-one estimate-to-order management system is available.
• Property managers may use field service tools to arrange, report, and execute service requests for renters.

Go to Apptivo to learn more.

For Project Managers, Insightly is the Best Commercial Real Estate CRM.

Insightly

What We Enjoy

• Google Workspace and Office 365 productivity applications sync with project management tools.
• Various third-party integration possibilities are available.
• On the cheapest plans, you may get all of the mobile features.

What Isn’t There

• A built-in phone dialer is not present by default.
• Only higher-priced plans include quote proposal features.
• Customer service is limited, with just phone and email contact options.

A Quick Look at Insightful Pricing

• Up to two users are free.
• Plus: $29 per month for per user, payable yearly
• Professional: $49 per month, per user, payable once a year
• Enterprise: $99 per month, per user, invoiced once a year
• 14-day free trial

Project management capabilities in Insightly include task and milestone tracking, synchronization with calendar applications, automated conversion of opportunities or deals to projects, and the ability to define workflows for each project. Insightly also has a mobile app that enables users to keep track of projects while on the road. Commercial real estate businesses that upgrade commercial premises for lease or sale will benefit the most from these qualities.

Lead routing, workflow automation, and email tracking are all features of the Insightly CRM. To maximize conversion rates and enhance their return on investment, commercial real estate brokerages might prioritize leads and distribute them to specific agents. To remain on top of leads and communication, agents may establish task reminders and alerts.

Insightful Evaluations

The feedback based on Insightful Evaluations is primarily positive with a 4.2 out of 5-star rating. Users loved the Google syncing and praised the contact organization capabilities of the platform. By using tagging tools and linking their client’s contact information on projects, documents, and communication, they were able to easily pull up all correspondence in one click.

Some users complained that the Insightly CRM was difficult to use, and that it didn’t interact with real estate sites such as Trulia or Realtor.com. We propose LionDesk and connecting it with the Microsoft Project application inside Office 365 if you require a CRM with both project management features and integration possibilities with real estate websites.

Observable Characteristics

The dashboard’s Insightly projects tab (Source: Insightly)

• Task tracking, calendar synchronization, and custom project workflows are all built-in project management tools.
• Ability to plan and transmit business intelligence reports automatically
• To submit and transfer the contact information of potentially interested persons from online adverts or landing sites into the CRM, use online lead capture forms.
• Mobile devices with multi-project management capabilities are now accessible.

Workflow automation technologies complement Insightly’s built-in project management features. Check out our Insightly review to discover more about the features and advantages that might make it the finest CRM for your commercial real estate company.

Take a look at Insightly.

LionDesk: Best Real Estate Specific CRM for Telesales & Marketing

LionDesk

What We Enjoy

• Features for advanced call management and handling
• Integrations with real estate sites provide lead import capabilities.
• Facebook Ads audience lists that have already been created
• Designing digital and printed mail marketing and advertising material has never been easier.

What Isn’t There

• Only during regular business hours is customer support accessible.
• Navigating the UI necessitates a learning curve.
• There are no project management tools built-in.

A Quick Look at LionDesk Pricing*

• Starting at $21 each month, this is a good place to start.
• $42 per month for Pro+
• $83 per month for Elite
• 30 day free trial

*Based on a yearly billing cycle. Subscriptions are also available on a monthly basis for a little higher price.

Unlike Freshsales, which depends on customisation to serve certain company types, LionDesk was created specifically for the real estate market, both residential and commercial. It has special phone calling characteristics that enable enterprises to make a large number of calls in a short amount of time. One of these features is click-to-call, which allows users to make outbound calls with a single click rather than painstakingly dialing phone numbers.

The power dialer is another feature that includes sophisticated dialing features such as call recording, the option to customize what appears on caller ID, automated call tracing, and the ability to call up to three lines at once. There’s also the option of setting up an outgoing call queue. This is particularly helpful for commercial real estate salespeople who generate leads by cold contacting or communicating with landlords and owners over the phone.

Review of LionDesk

The software’s lead tracking, email drip campaigns, and third-party integrations have received a 4.1 out of 5 average rating, with reviewers applauding the software’s lead tracking, email drip campaigns, and third-party connectors. Commercial real estate agents that get leads from Zillow, Trulia, and Realtor.com benefit from having all of their leads synced to one central spot for easy follow-up and communication.

Because the LionDesk UI has a high learning curve, you may want to explore Freshsales as a top option. Freshsales provides drag-and-drop editing for several of its features, most notably email campaign design, and keeps the amount of buttons on its dashboard to a minimum to avoid overwhelming the user.

Features of LionDesk

Page for LionDesk’s power dialing (Source: LionDesk)

• Within the LionDesk platform, there is a Facebook Ad Portal for ad generation.
• Tracking properties and concluding transactions using transaction management software
• Leads may be imported from third-party sites such as Zillow, Trulia, and Realtor.com.
• Send automated SMS and phone calls with drip campaign features.
• Click-to-call features save dialing time and mistakes while also allowing incoming and outbound calls to be tracked.

In general, industry-specific software needs less customisation. To learn more about whether LionDesk is the perfect commercial real estate CRM for your company, read our LionDesk review.

Visit LionDesk for more information.

Copper: Best CRM for Google Workspace Syncing & Integration

Copper

What We Enjoy

• Designed to sync and connect with Google Workspace applications.
• Contact enrichment characteristics that are automated
• Interface that is simple to use and a mobile app

What Isn’t There

• Project and operations management tools are lacking.
• Doesn’t have a lot of marketing experience.
• There is no free plan available.

Copper Pricing in a Nutshell*

• Basic: $25 per month per user
• Professional: $59 per month for each user
• Business: $99 per month, per user
• 14-day free trial

*Pricing is per month, per user, and is billed yearly.

Commercial real estate brokers and brokerages may easily collaborate, manage contacts, and interact with customers thanks to Copper’s seamless Google Workspace connections. Copper automatically extracts information from a contact’s email and enters it into the CRM, eliminating the need for human data input. To prioritize leads, build up customized drip campaigns, monitor deal progress, and issue alerts, you may define input fields and tags.

Copper is great for commercial real estate firms who utilize Google Workspace applications and need to manage and communicate on agreements with a big customer base. However, although Copper’s pipeline management system maintains track of client interactions and nurturing, it lacks the marketing and promotion tools required for effective real estate lead creation. For a CRM with greater marketing tools, look into Freshsales or Chime.

Reviews of Copper

With a 4.5 out of 5 rating, Reviews of Copper show users found the platform easy to use and said the email tracking feature, especially the click rates, were extremely helpful in determining email reach and effectiveness. The Google Workspace app integrations reportedly save agents hours of time, and the notes section allows for personalized communication with clients.

Some Reviews of Copper indicated users did not feel supported by customer service and were disappointed in the integration options. A few had a difficult time canceling the product once they decided they no longer wanted to use it. Copper has a free 14-day trial, but check out the free plans from Apptivo or Freshsales before purchasing a paid plan.

Copper’s Advantages

Activity center for the Copper mobile app (Source: Copper)

• Import contact lists and spreadsheets with comma separated data (CSV) straight into the CRM.
• Create a variety of custom pipeline procedures to keep track of customers, projects, and transactions.
• Copper claims a 40% increase in customer response time and a 13-hour reduction in manual data entering time.
• Customize and schedule reports for team members to receive.
• To keep track of every communication, the activity stream refreshes in real time.

Do you want to know more about Copper? Check out our in-depth analysis of Copper CRM, in which we go through its extensive feature set and explain why it’s a great choice for Google Workspace customers.

Copper is worth a visit.

Clientlook: Best for Listing Management & Reports

Clientlook

What We Enjoy

• A comprehensive database of commercial real estate listings is available.
• Update listings across all platforms with the help of a virtual assistant.
• Instead of features, pricing is dependent on the number of users.

What Isn’t There

• Options for integration are limited.
• There are no instruments for managing operations.
• Marketing elements are kept to a minimum.

A Quick Look at ClientLook Pricing

• Free for the first four months, then $99 a month after that.
• $89 per month, per user, on a yearly basis (billed annually)
• Monthly: $129 a month, per user, on a month-to-month basis
• 10 day free trial

ClientLook, unlike other CRMs, is designed exclusively for commercial real estate. It not only maintains clients and transactions, but it also offers a database of property listings and similar properties, or comps. Keep track of availability, expiry, and marketing activities by monitoring your listings and uploading listings from other firms’ websites. You may also associate customers with specific properties to ensure that they are informed about any changes to the listing.

Create comp reports for retail, land, industrial, office, and other specialist commercial properties using a selection of templates to communicate with team members or clients. Clients may also view all of the transactions you’ve done with them via the virtual war room interface, including paperwork, comments, correspondence, marketing, and property tours. This ensures that consumers are kept informed and involved throughout the transaction, and it eliminates the need to submit historical records manually.

ClientLook Evaluations

ClientLook Evaluations are excellent, with a high 4.7 out of 5 average rating. Many customers liked the CRM’s ability to track listings and current property activities as well as the pipeline visibility. Several users mentioned that it made their interactions with clients go a lot smoother because of the option to collaborate through the virtual war room portal.

Other customers disliked the complex filtering capabilities and found data entry to be time-consuming. Although the virtual assistant may assist with data entry, one user said that gathering their contact information for input was equally as difficult and that they preferred to do it themselves. There aren’t many marketing features either. For advertising and direct mail marketing, go at Chime, or for IDX website marketing, look into Producer of the Year CRM.

Features of ClientLook

Page for ClientLook’s contact information (Image courtesy of ClientLook)

• Send classic market reports to customers or go high-tech with a completely integrated war room that shows all conversation, papers, offers, and more.
• Configure your website to deliver leads to the virtual assistant automatically, and tell it to do certain tasks for all incoming leads.
• All of the functionality of the desktop version are available on the mobile app, including a property database, contact history, pipeline monitoring, and more.
• To better assess the performance of your email marketing initiatives, open and click through.

ClientLook is a great place to start.

Best Commercial Real Estate CRM for Lead Insights: Producer of the Year

Producer of the Year

What We Enjoy

• An all-in-one marketing tool
• A one-of-a-kind social intelligence tool for sophisticated data on prospective buyers
• Additional synchronization is not required for the mobile app.

What Isn’t There

• There isn’t a free choice.
• It might be tough to integrate with third-party programs.
• There are no built-in invoicing or payment processing capabilities for sales enablement.

Producer of the Year CRM Pricing at a Glance*

• Starter: $60 per month per user
• Professional: $95 per month for each user
• Advanced: $105 per month for each user

*Pricing is based on a monthly payment cycle. A discounted annual billing option is available.

Producer of the Year CRM is a one-stop shop for commercial real estate agents to manage contacts, follow up with leads, and manage property transactions and real estate marketing activities. Its standout feature is the social insights tool, which gathers unique information on potential buyers and sellers through their social media accounts and compiles them into reports. These enhanced insights give an advantage to agents before they meet a prospect.

Along with the social insights tool, other “X Factor” tools from Producer of the Year include property and market insights, customizable workflows, and professional real estate templates. Property insights track buyers through a free multiple listing service (MLS) connection, showing listings viewed, interested in, or inquired about, and workflows and templates allow for easy and organized client follow-up.

Producer of the Year doesn’t offer built-in tools for sales enablement like invoicing or payment processing, and the best alternative for this is Freshsales. Freshsales provides built-in invoicing capabilities and integrates with payment processing applications like Stripe and PayPal.

Producer of the Year Reviews

Producer of the Year reviews are mixed, with a 3.7 out of 5 rating. Customers praised the support team for the setup and onboarding process, and several reviews mentioned that integration with real estate listing websites was integral to their lead generation strategy.

A few reviews mentioned that it was challenging to cancel their subscription once they decided not to move forward with Producer of the Year. Since Producer of the Year does not have a free trial or plan, it may be difficult to gauge whether the product will be a good solution for your business. In this case, consider a CRM with a free trial option like Insightly or Clientlook.

Producer of the Year CRM Features

Producer of the Year social insight feature (Source: Inman)

• Import contact lists from websites like Zillow, MLS, and Trulia, as well as productivity apps like Gmail and Outlook, into your commercial real estate CRM account.
• Before reaching out to a lead, the social insights tool gathers information from their social media accounts so that agents can see their social biographies, hobbies, and connections to their online profiles.
• A sales follow-up coach within the Producer of the Year CRM helps you stay consistent with leads in the pipeline
• Create Internet Data Exchange (IDX) websites that display up-to-date property listings using the platform’s agency website design tool.
• Reporting tools for both planned and earned commissions are included.

Want to learn more about this platform’s tools for lead insights, real-time market intel, and workflow automations? Check out our Producer of the Year CRM review, where we explore its rich feature set.

Visit Producer of the Year CRM

Chime: Best All-in-One CRM for Sales, Marketing & Transaction Management

Chime

What We Enjoy

• Sales, marketing, and transaction management all in one commercial real estate CRM
• Lead insight and analysis using advanced lead management tools
• Chime’s broker website resources for building an agency website

What Isn’t There

• Expensive; smaller real estate firms may not be able to afford it.
• Only during regular business hours is customer support accessible.
• Only the highest-priced package includes website design features.

A Quick Look at Chime Pricing

• For up to three users, the cost is $499 per month plus a $500 setup charge.
• For up to 15 people, the team plan is $899 per month plus a $1,000 setup charge.
• Monthly Team Leads Package: $1,549
• Broker: Individualized pricing

Chime is a sophisticated piece of software that provides commercial real estate firms with an all-in-one CRM that includes features for sales, marketing, team communication, and transaction administration. Larger real estate companies are likely to receive more value out of this platform than smaller ones due to its high costs and extensive features.

Targeted marketing and advertising on Facebook, Instagram, Yahoo, and other platforms may help you build your real estate brand. From listing marketing to particular ZIP codes to referral lead creation, Chime CRM software has templates that appeal to a number of specialized markets. Additionally, send direct mail to your target agricultural regions using comparable marketing templates.

There is a wide range of automation features for managing incoming leads and property listings that are easy to organize, especially for large agencies, but plans are expensive. Less expensive alternatives can still provide basic real estate functions like integrations with real estate sites and transaction management tools, such as LionDesk ($21 to $83 per month) and Producer of the Year ($60 to $105 per user, per month).

Chime Opinions

Chime Opinions earned a 4.3 out of 5 average rating for its ease of use and setup. Also, real estate agents feel the platform capitalizes on texting, emailing, and calls to generate leads and grow business. Goal and analytics reporting helped customers better allocate funds and keep track of their spending, which optimized their return on investment.

A few consumers complained that the leads they obtained were unresponsive or unconvertible. Others complained that the platform was too pricey, making it impossible to incorporate it into their budget. Apptivo or Freshsales are two low-cost commercial real estate CRM software solutions.

Features of the Chime

Team communicate on the go using Chime’s mobile app. (Image courtesy of the Apple App Store)

• For automated outbound call placements, use power dialer tools.
• Features for lead management, lead scoring, insights, and analytics based on artificial intelligence (AI).
• Create IDX websites with real estate listings that are up to date.
• The mobile application supports lead, transaction, and website administration functionalities.
• Built-in communication through text, phone, and email, automated lead routing, and an open lead pond that keeps unassigned leads for agents to claim are all tools designed specifically for team management.

Pay a visit to Chime.

How Did We Pick the Top Commercial Real Estate CRMs?

When it comes to commercial real estate software, value for money is a key consideration. We determined this by examining price and capabilities relevant to commercial real estate operations, such as tenant work order management, contract generating tools, and transaction management services. Other aspects of product usability and customer service were also taken into account.

Freshsales, in our opinion, is the greatest overall option because of its all-around affordable costs and built-in commercial real estate capabilities. Freshsales software, for example, has contract creation, contact communication channels, and marketing segmentation built in. There’s also a free plan, so you can see whether it’s the right software for your company without risking anything.

Freshsales is a great place to start.

More information about our selection method for the finest CRM for commercial real estate organizations can be found in the tabs below:

40% of the overall score

Total expenses and numerous price alternatives are often the most essential criterion for any small company selection, therefore while evaluating CRM software for commercial real estate, they were strongly weighted. We looked at whether or not there are free account alternatives, different membership levels, and monthly pricing options.

20% of the overall score

Any CRM is designed to give practical solutions for sales, marketing, customer care, and project management. We focused on aspects that we believe are essential in a good commercial real estate CRM, such as mobile capabilities, contract administration tools, email marketing capability, and property management project management tools.

15% of the overall score

Any application’s features are only as useful as they are useable. The knowledge necessary to set up the program, the expertise required to use the platform, and the user interface’s intuitiveness were all considered.

15% of the overall score

A user’s problems may be avoided with extensive assistance and service. These were rated based on customer service hours and support availability across multiple channels such as phone, live chat, and email.

10% of the overall score

We looked examined what other users had to say about each platform in addition to our own direct interactions with the providers. To assess popularity, simplicity of use, and overall value for money, these factors examine how other experts rank each CRM and how consumers feel based on their feedback.

*Percentages based on total score

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