Commercial real estate agents need a great customer relationship management (CRM) platform to thrive and scale in the competitive industry.
Without one, it can mean mismanaged resources, fumbled leads, and, worst of all—lost money.
I’m AJ, and I’ve used just about every platform under the sun (while scaling my business to a successful multiple seven-figure exit).
I’ve learned what works (and doesn’t) and aim to share that knowledge with fellow entrepreneurs.
So, let’s dive into my list of the best commercial real estate CRM software, sure to help you take your business up a notch.
At the end, I share some can’t-miss tips to help you choose a platform!
After years of SBB testing, here is our list of the best CRM for commercial real estate:
Best Commercial Real Estate CRM For Integrations: HubSpotBest Commercial Real Estate CRM For Lead Management: Zoho CRMBest Commercial Real Estate CRM For Telephony: FreshworksBest Commercial Real Estate CRM For Automation: Monday.comBest Commercial Real Estate CRM For Lead Prospecting: Zendesk SellBest Commercial Real Estate CRM For Ease of Use: Close CRMBest Commercial Real Estate CRM For Startups: Less Annoying CRMBest Commercial Real Estate CRM For Client Management: VtigerBest Commercial Real Estate CRM For Pipeline Management: Pipedrive
My team and I put each of these CRM platforms to the test (over six months).
We went in-depth on the following metrics:
Hands-On Experience
Feature Assessment
Customer Support
Third-Party Reviews
Ease of Use
Scalability
How We Objectively Test Each Platform:
AJ’s got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he’s been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ’s your guy.
We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.
Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We’re looking for flexability for small businesses.
We all know support is mega important when you’re choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can’t afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We’re talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).
When you’re in the business of picking a CRM, integrations are like the secret sauce that takes your burger from ‘meh’ to ‘mind-blowing’. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.
When you’re reviewing a Customer Relationship Management (CRM) system, it’s essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we’re reviewing each CRM, this is a crucial aspect that we look for.
The importance of Mobile CRM cannot be overstated in today’s digital age. It’s essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.
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HubSpot is a powerhouse CRM system designed to help businesses scale to new heights.
Here are some great features for commercial real estate brokers:
IntegrationsPipeline managementMobile appClient managementWorkflow automation
HubSpot is an absolute beast of a sales, marketing, and service solution.
It’s powerful, easy to use, and it’s 100% free to use. You really can’t go wrong with HubSpot.
Integrating all your platforms with your CRM is crucial for brokers.
Luckily, HubSpot delivers some of the very best integrations in the game.
The CRM software offers over 500 native integrations with its App Marketplace (shown below).
Some standouts for real estate brokers include the following:
QuickBooksMailChimpZoomXeroSlackZapierGoogle AnalyticsCalendly
HubSpot offers just about every integration you could possibly need to streamline your workflow and increase efficiency.
The powerful Zapier pairing opens the door for over 6,000 additional third-party apps, meaning you can truly customize your CRM experience to fit your unique business needs.
Plus, HubSpot makes creating custom apps and integrations easy with its APIs.
The takeaway: HubSpot is the king of integrations, making it a top choice for commercial real estate brokers looking to streamline their workflow.
Clients are the backbone of any successful commercial real estate business, and HubSpot helps you manage them with ease.
The platform’s contact management tools allow you to store all client information in one centralized location, making it easy to access and update as needed.
You can set reminders for follow-ups, schedule meetings, and track communication history with clients.
Plus, adding a new client is as easy as one click (and filling out a few fields).
Each card allows you to add and edit the following info:
NameContact ownerJob titlePhone & emailLifecycle stageLead statusAttachments & notes Tags Custom fields
This means you always have the most up-to-date information on your clients at your fingertips.
Here’s a look at HubSpot’s client dashboard (with some sample data added).
The dashboard is fully customizable, so you can view the data that matters most.
The rundown: HubSpot’s contact management tools make it a top choice for real estate professionals looking to stay organized as they scale.
Automation can help you build your business without having to cut corners.
It’s a fantastic tool to have in your arsenal as a commercial real estate agent.
With HubSpot, you can easily automate tasks using its visual workflow builder (screenshot below).
Here are a few key tasks you can automate for your commercial real estate business:
Updating client dataAssigning team members to dealsScheduling & sending follow-up emailsNurturing leadsSending task remindersUpdating deal stages
If you’ve got any hesitation about implementing automation, don’t worry. HubSpot offers a variety of powerful premade templates (shown below) to help you get started.
These templates allow you to take advantage of complex automation (without the headache).
The need to know: HubSpot is a fantastic tool to take your automation game up a notch.
It’s perfect for busy real estate agents who want to build their business (without growing pains).
HubSpot CRM offers a free plan in addition to three paid plans:
Free Plan – Free ForeverStarter CRM Suite – $30/MonthProfessional CRM Suite – $1,335/MonthEnterprise CRM Suite – $5,000/Month
Check out our extensive HubSpot pricing guide!
Fantastic customer support (with live chat)
Great mobile app
Awesome client management
Lots of integrations
Intuitive user interface (with helpful tools for beginners)
Advanced plans are very expensive (up to $5,000/month)
CMS Hub lacks advanced customization
Learn More Today!
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Zoho CRM is a comprehensive platform to help you manage every aspect of your commercial real estate business.
Here are some notable features:
Lead managementClient management Project managementMobile app
Zoho CRM packs a serious punch when it comes to features.
Plus, it’s affordable and easy to use! What’s not to love?
You’re leaving money on the table if you’re not using your data to identify trends and make strategic decisions.
Zoho CRM offers robust reporting and analytics tools to help you take your business to the next level.
Here’s a look at the customizable dashboard for Zoho CRM.
You can easily drag and drop widgets to create a comprehensive overview of your business.
Here’s a look at some of the reports Zoho CRM has to offer:
Sales pipelineRevenue forecastActivity & trend analysisPerformance by territory or team memberCampaign performance
The long and short of it: If data is the name of your game, Zoho CRM has you covered.
A comprehensive suite of reporting tools paired with customizable dashboards makes it easy to make data-driven decisions.
In today’s fast-paced business world, it’s essential to have access to your CRM on the go.
Zoho CRM offers a mobile app available for both iOS and Android users.
The app allows you to manage all aspects of your commercial real estate business from anywhere.
Here are some standout features on the mobile app:
Lead managementReporting & analyticsClient managementProject managementQuotes & paymentsDeal managementMeetings, calls, & emails
Here’s how Zoho CRM looks via mobile.
As you can see, with Zoho CRM, you get the entire desktop version in the palm of your hand.
It’s perfect for busy commercial real estate operations that need to stay connected at all times.
Managing hot leads effectively can help you close more deals and make more money—simple as that.
Zoho CRM offers a robust lead management system to help you succeed and scale (without mismanaging leads).
Here’s what you can expect with Zoho CRM lead management:
Create web capture formsCustomizable Lead scoringAutomated lead assignmentAdvanced lead routingAutorespondersEmail trackingLead conversion tracking
In short, Zoho CRM offers everything you need to turn leads into clients with ease.
Adding a new lead (shown below) takes less than a minute.
Each lead card is seriously comprehensive, giving you a fantastic overview of each potential client.
Zoho CRM does a great job of taking a lot of information and organizing it so it’s easily digestible.
Once you’ve added and organized all your data, Zoho CRM offers a great lead dashboard (shown below) to display all your lead-related data.
The sleek layout makes it easy to see exactly how your leads are performing and where you need to focus your efforts.
The lowdown: Zoho CRM is a perfect option for commercial real estate businesses that need all the bells and whistles (without any learning curve).
Zoho offers a free plan in addition to four affordable paid plans.
They are the following:
Free Version – Free for up to three usersZoho Standard – $20/MonthZoho Professional – $35/MonthZoho Enterprise – $50/MonthZoho Ultimate – $65/Month
Extremely affordable pricing
Fantastic user interface
Great lead management
Powerful mobile app
Excellent customer support (with live chat)
The free plan is limited to 3 users
Lacks advanced marketing tools
Learn More Today!
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Freshworks is an all-in-one sales, marketing, and service solution designed to help businesses scale like never before.
Here are some of our favorite features:
TelephonyClient managementWorkflow automationMobile appReporting & analytics
Freshworks is free to use, scalable, and feature-rich. It’s perfect for commercial real estate agents looking to scale (without growing pains).
Telephony can help you connect with your customers like never before, and Freshworks telephony (called Freshcaller) is one of the best options on the market.
Here’s what it offers:
Local phone numbers (in 90+ countries)VoicemailCustom greetingsCall forwarding & routingAutomated call recordingMobile app
Freshcaller makes it easy to manage all your calls in one place (in the office or the field).
Here’s a look at this feature on mobile.
Freshcaller is a game-changer for busy commercial real estate agents who need to stay connected with clients and prospects at all times.
You can easily get a leg up on the competition by implementing this feature into your workflow.
The final verdict: Freshcaller’s telephony features can give you a significant advantage in the market.
They’re robust, intuitive, and easy to use. Plus, with the mobile app, you’ll never miss a beat regarding your calls.
Freshworks offers powerful workflow automation capabilities to help streamline your processes and save time.
Here’s what’s great about it:
Premade templates (for beginners and experts alike)Customizable workflows to fit your unique needsAutomated actions based on triggers (e.g., new lead entered, deal stage changed)Time-based actions Mobile access
Creating workflows is a breeze with Freshworks, and the premade templates (shown below) make it easy to get started.
Plus, you can customize your workflows to fit your business needs and preferences.
Here’s how the automation builder looks (to help paint a picture).
The long and short of it: Freshworks’ workflow automation features can save you time and effort, allowing you to focus on what matters most—building relationships with clients and closing deals.
Freshworks offers powerful reporting and analytics tools to help you track your progress and make data-driven decisions.
Here are some of our favorite features:
Fully customizable reportsDetailed analyticsSales insightsCustomer engagement trackingAutomated (scheduled) reports
The customizable reporting dashboard (shown below) is easy to navigate and offers a wealth of data.
Plus, you can easily schedule automated reports to be sent to your email on a regular basis, so you never miss important updates.
In a nutshell: Freshworks’ reporting and analytics capabilities are top-notch,
With Freshworks, you can easily create custom reports and view detailed analytics to help you make informed decisions.
In terms of pricing, Freshworks offers 3 plans in addition to a free plan.
Here are the plans they offer:
Free Plan – Free ForeverGrowth – $18/MonthPro – $47/MonthEnterprise – $83/Month
Great reporting & analytics
Powerful telephony (with Freshcaller)
Excellent user interface
Awesome mobile app
Effective client & lead management
Limited free plan
Customer support was hit or miss
Learn More Today!
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Monday.com offers a suite of tools to help commercial real estate agents succeed.
Here are some of our favorite features:
Workflow automationProject managementMobile appLead managementReporting & analytics
Monday.com is extremely easy to use, incredibly powerful, and surprisingly affordable.
It’s easily one of the best CRM solutions in the biz.
I’ve always been a firm believer in the phrase, “work smarter, not harder.”
Monday.com makes it easy to do just that with its powerful automation creation capabilities.
What’s great about Monday.com’s automation creation is its “When/Then” interface (shown below).
This unique automation builder allows you to create complex sequences in a matter of seconds (that can save hours down the road).
Simply select a phrase, click to add actions and triggers, hit save, and you’re in business!
Monday.com even offers helpful premade automation templates (pictured below) to help you get started.
These templates are a no-brainer for beginners looking to break into the world of automation.
Another cool feature that Monday.com offers is its automation hubs (for each board).
These hubs (like the one shown below) offer a top-down view of all the automation you have active on a given board.
You can easily toggle each automation offer and on (with just a click), giving you full control over your business processes.
Our two cents: Monday.com leads the way in terms of automation.
It’s extremely beginner-friendly without sacrificing any powerful features seasoned pros depend on.
Your leads are the lifeblood of your commercial real estate business.
After all, if you can’t convert leads into clients, you won’t make any money.
That’s why we love Monday.com’s lead management capabilities.
Here’s a look at some of our favorite lead management features:
Lead scoringAutomated lead assignmentAdvanced lead routingWeb form creationColor-coded lead statusCustom fields Deal management
What sets Monday.com apart is how leads are displayed (screenshot below).
The lead dashboard is insanely customizable, so you can get a bird’s-eye view of your leads in seconds.
Adding and editing lead info just requires clicking the dashboard itself.
This means no confusing menus or windows to navigate through.
At the end of the day, Monday.com delivers the goods regarding lead management.
It’s easy to use, robust, and affordable—making it pretty tough to beat (in my opinion).
Making data-driven decisions is crucial to scaling your commercial real estate business.
Thankfully, Monday.com makes it easy to learn from your data as you expand.
With robust reporting and analytics tools, you can easily track your progress and identify areas for improvement.
Here are some key features of Monday.com’s reporting & analytics:
Customizable dashboards to view important metricsVisualize data with charts and graphsCreate custom reports based on specific criteriaTrack team productivity and performance
You can fully customize your dashboards (like the one shown below) using the drag-and-drop interface.
This allows you to keep all your important data in one place to easily track progress and identify areas for growth.
The rundown: Monday.com is an excellent option for commercial real estate agents who want a powerful, easy-to-use CRM with superb reporting capabilities.
Monday.com offers four paid plans in addition to a free plan.
These include the following:
Free – Free ForeverBasic – $10/MonthStandard – $12/Month Pro – $20/Month Enterprise – Custom pricing
Intuitive user interface
Impressive automation creation
Advanced lead management
Customizable dashboards
Affordable pricing plans
Limited free plan
Learn More Today!
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Zendesk Sell is a great sales CRM for growing real estate companies.
Here are some standout features of the platform:
Lead prospectingClient management Pipeline managementMobile appReporting & analytics
Zendesk Sell is great for sales-focused real estate agents looking to level up their business!
Lead prospecting can be tricky, but Zendesk Sell makes it much easier.
With their Reach feature (shown below), you can access thousands of potential leads at your fingertips.
Not only that, but Reach also automatically enriches your lead data, so you can get all the necessary information in one place.
This saves time and effort for commercial real estate agents who are constantly on the go.
How it works is that get a certain amount of tokens per month (based on your pricing plans).
You use tokens to unlock leads from a specific area or industry.
These tokens essentially give you access to thousands of potential leads (so you can find the best fit for your business).
You can quickly search through Zendesk Sell’s impressive database, drilling down to the type of lead you need.
The breakdown: With Zendesk Sell, there’s no need to spend hours scouring the internet for leads.
Instead, you can use Reach to quickly and easily find potential clients in a specific area or industry.
As your commercial real estate business grows, your pipeline can get hectic.
Zendesk Sell has a great solution with its comprehensive pipeline management.
With Zendesk Sell, you get the following features:
Multiple pipeline viewsCustomizable pipelinesComprehensive deal cardsAdvanced deal trackingDeal collaboration
Switching between multiple pipeline views (like the one below) is a huge plus for commercial real estate agents.
This allows you to keep tabs on all your deals without getting overwhelmed.
You can customize pipelines to fit your business needs, making Zendesk Sell a highly flexible CRM option.
The skinny: With Zendesk Sell, you get high-caliber pipeline management that can handle your growing commercial real estate business with ease.
Let’s face it—in the competitive landscape of commercial real estate, being tied to a desk all day is not feasible.
That’s where Zendesk Sell’s mobile app comes in handy.
With the app (available on both iOS and Android), you can easily manage leads, track deals, and monitor progress on the go.
Key features of the Zendesk Sell mobile app include:
Real-time notificationsDeal tracking & managementCall & email integration Offline access Pipeline managementReporting capabilities
With real-time notifications, you can stay on top of your deals and never miss an important update.
You can also make calls and send emails directly from the app, keeping all your communication in one place.
Plus, with offline access, you can continue working even without an internet connection, making it perfect for busy real estate agents constantly on the move.
Here’s how Zendesk Sell looks on mobile.
The rundown: Mobility is key to staying competitive in the commercial real estate industry, and Zendesk Sell’s mobile app provides that flexibility.
It’s a solid bet if you’re looking to scale your business (without breaking a sweat).
Zendesk Sell offers three pricing plans.
They are the following:
Team – $25/MonthGrowth – $69/MonthProfessional – $149/Month
There is no free plan; however, Zendesk Sell does offer a 14-day free trial with every plan.
Affordable, scalable pricing
Fantastic client management
Outstanding lead prospecting
Awesome mobile app
Intuitive interface
No free plan
Chatbot customization is limited
Learn More Today!
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Close CRM is a user-friendly CRM solution that’s great for commercial real estate.
Here are some of our favorite features:
Mobile appLead managementReporting & analyticsClient managementIntegrations
Close CRM is a no-nonsense solution perfect for those who value simplicity and ease of use.
It offers all the essential features you need to manage your commercial real estate business like a boss.
Trying to run a commercial real estate without a powerful mobile app is like trying to drive a car with a flat tire.
It might get you somewhere, but there’s no chance of you reaching top speed (or staying ahead of the competition).
Thankfully, Close CRM offers a fantastic mobile app that keeps you connected (and productive) on the go.
Here’s what we love about it:
Easy access to all your dataLead trackingPowerful client managementDeal trackingIn-app calling & texting (with call recording)Offline access
This app is a lifesaver for busy commercial real estate agents who need to keep track of leads, manage tasks, and communicate with clients while on the go.
Here’s how it looks in action.
The only issue with the mobile app is its availability. The app (which is fairly new) is only available on iOS.
This means that Android users are out of luck for now. However, the company has stated that an Android app is in the works.
Our take: Close CRM’s mobile app is excellent for those who need to stay connected while on the go (if you have an iOS device).
Connecting your favorite platforms is a snap with Close CRM’s integrations.
Here are just a few options for commercial real estate professionals:
MailchimpIntercomZoomSlackDocuSignZapier
With these integrations (and more), Close CRM makes it easy to connect your favorite tools and streamline your workflow.
Plus, the platform offers a pairing with Zapier that unlocks thousands of additional third-party apps.
Here’s how the integrations hub looks (to give you a better idea).
While it might not have the most integrations on the market, the ones it offers are fantastic.
It’s worth checking out if you’re looking for a no-frills CRM to pair with your favorite platforms.
Tracking your progress and identifying key areas for improvement is critical in any business, but especially in commercial real estate.
Close CRM offers excellent reporting and analytics tools to help you stay on top of your game.
Here’s what we love:
Customizable reportsDetailed analytics (with charts & graphs)Easily exportable dataSales insightsClient health tracking
The reporting dashboard is intuitive and easy to use (even for beginners).
You can view any reports you’ve created, as well as access a library of premade reports.
Exporting your data is simple, so you can easily share it with colleagues or use it for presentations or meetings.
Now, let’s look at a customized sales funnel (to give you some context).
As you can see, you quickly add data relevant to your business and view it in real time.
In a nutshell: Close CRM’s reporting and analytics features are top-notch, making it a great option for those who need to track their progress in detail (without getting bogged down by complicated processes).
Close CRM provides three pricing plans.
They are the following:
Startup – $59/MonthProfessional – $329/MonthEnterprise – $749/Month
Fantastic user interface
Powerful reporting & analytics
Great mobile app
Excellent client & lead management
Awesome integration capabilities
Lacks advanced marketing features
No free plan
Learn More Today!
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Less Annoying CRM is designed to be, well, less annoying than other CRMs.
It’s a fantastic option for startups and newer commercial real estate businesses.
Here are some of the top features:
Scheduling calendarPipeline managementTask trackingReporting & analyticsClient management
Less Annoying CRM offers all its features at an extremely affordable price ($15/month).
This means you never have to worry about hidden fees or upcharges.
If you’ve ever double-booked yourself due to scheduling mishaps, you know what a hit to your reputation it can be.
Less Annoying CRM is here to ensure that doesn’t happen with its no-nonsense scheduling calendar.
Less Annoying CRM allows you to fully customize the calendar to suit your needs.
With the scheduling calendar, you can:
Schedule appointments & tasksSet reminders for important events View your schedule by day, week, or month Color-code events for easy organizationSync with Google & Outlook Calendar
Here’s a look at the calendar in action.
The simplicity and ease of use make this scheduling calendar a must-have for startups in the commercial real estate industry.
The brass tacks: Less Annoying CRM has your back if you’re running a startup and need a simple yet effective way to schedule appointments.
The ability to manage your clients can easily make or break your business.
Less Annoying CRM’s client management is incredibly straightforward and easy to use.
It offers all the essential features (without overcomplicating things).
Here’s how adding a new contact with Less Annoying CRM looks.
As you can see, there’s a ton of info on each card, including the following:
NameEmail & phoneCompany name Job title Background infoWebsite NotesBirthday AddressAttachments & tagsCustom fields
Less Annoying CRM manages to take a ton of data and simplify it so it’s not overwhelming.
You can store unlimited contacts right out of the gate, making it perfect for businesses of any size.
Plus, you can easily search and segment contacts using keywords or tags.
The need to know: Less Annoying CRM offers top-notch client management features (without the high price tag).
Plus, its simple design makes it a fantastic option for startups.
Keeping track of your day-to-day as your business scales can be a nightmare.
Luckily, Less Annoying CRM offers robust task management tools to keep you on track.
Here’s what you can do with Less Annoying CRM’s task management:
Create tasks for yourself & assign them to team membersSet reminders for important deadlines Track progress on each taskEasily view all active tasks in one placeFilter tasks by category or keywordAssign a color-coded priority level to each task
Here’s a look at a new task card with Less Annoying CRM.
Within each card, you can add and edit the following data:
Task nameDue dateAssociated contact DescriptionPriority level Custom fields
Each task card is fully customizable, meaning you can tailor the simplified CRM to your specific needs.
It’s fantastic for companies looking for a no-frills approach to getting organized.
Less Annoying CRM keeps it simple by offering only one pricing plan for $15/month.
The plan includes everything the CRM solution has to offer, meaning no additional charges down the line.
Check out our full Less Annoying CRM pricing guide!
All features included in one plan
Extremely intuitive user interface
Powerful client management
Great reporting capabilities
Awesome scheduling calendar & task management
No mobile app
No free plan
Learn More Today!
Monthly
Vtiger is an awesome CRM platform for commercial real estate companies.
Here are some standout features:
Client managementPipeline managementReporting & analyticsScheduling calendarIntegrations
Vtiger offers a ton of utility for scaling businesses in the commercial real estate industry.
Vtiger is powerful and streamlined with an impressive free plan.
Client management is one of the cornerstones of a quality CRM platform, and Vtiger delivers in spades.
Here are some benefits to Vtiger’s exceptional contact management capabilities:
Centralized client data for easy access & updatesCustom fields (to tailor your CRM experience) Client communication tracking (emails, calls, etc.)Deal history & progress trackingTask & reminder scheduling
With Vtiger, managing your clients is a breeze.
You can easily access all the essential information from the client dashboard (shown below).
This gives you a bird’s eye view of everything you need to know about your clients.
The brass tacks: Vtiger delivers some of the best client management on the market. It’s easy to use, streamlined, and capable of handling a high volume of clients (with ease).
Vtiger’s user-friendly pipeline management tools allow you to track the entire sales process from start to finish.
With Vtiger, you can easily accomplish the following:
Drag & drop deals from one stage to the nextAssign specific team members to leads & deals View all active deals in one place Customize deal stages & pipelines Assign & track tasks for each deal
The ability to assign team members to specific leads and deals means that everyone is on the same page (leading to a more efficient sales process).
Here’s a look at Vtiger’s pipeline view (with some sample data added).
It gives you a comprehensive overview of your active deals and their current status.
The drag-and-drop interface lets you move deals in seconds and stay on top of your pipeline.
The nitty-gritty: If you’re looking to take your pipeline management game up a notch, Vtiger is a solid choice.
As your commercial real estate business grows, scheduling (without the right tools) can become a nightmare.
That’s where Vtiger comes in to save the day.
Vtiger offers a simple (yet effective) scheduling calendar to keep you organized.
With Vtiger’s scheduling calendar, you can:
Schedule meetings & appointmentsSet reminders for important tasksView your schedule by day, week, or month Color-code events for easy organization Sync with Google Calendar
The best part? The scheduling calendar integrates with all other aspects of the platform (contact management, pipeline management, etc.), so you never miss a beat.
Here’s a look at the scheduling calendar in action.
You can easily color-code events to easily differentiate between tasks and appointments.
The bottom line: Vtiger keeps it simple and streamlined with its scheduling calendar. If you need a no-nonsense way to get organized, Vtiger delivers.
Vtiger provides a free version and two paid plans, each consisting of a “standard” cost and a “single app” cost.
The standard plans grant users access to the complete platform, encompassing the following:
SalesMarketingService
The single app plans offer read/write access to one specific aspect of the platform and read-only access to the remaining features.
The three plans are as follows:
One Pilot
Free for 10 users
One Professional
Standard – $42/month Single app – $28/month
One Enterprise
Standard – $58/monthSingle app – $42/month
Fantastic client management capabilities
Great lead management tools
Effective scheduling calendar
Affordable pricing
Kick-a*s free plan
Some advanced features have a bit of a learning curve
The mobile app is a bit hard to navigate
Learn More Today!
Monthly
Pipedrive is easy to use, affordable, and offers many features for commercial real estate companies.
Here are some impressive features:
Client managementPipeline managementReporting & analyticsScheduling calendarMobile app
Pipedrive offers a unique pricing structure, allowing you to only pay for the features you need.
This means you can add and remove features as you scale (and your business needs change).
Your clients are arguably the most important part of your commercial real estate business.
Needless to say, it’s important to effectively store their data in a convenient (and secure) location.
Pipedrive provides a fantastic contact management offering for businesses of all sizes to take advantage of.
Here are some benefits of the CRM software:
Fantastic user interface Color-coded labelsTags & contact segmentationComprehensive contact cards
Here’s how the client dashboard looks in action.
The color-coded labels are especially effective at keeping your contacts organized and easy to find (at a glance).
Plus, this dashboard is fully customizable. This means you can add or remove any features you need to create a client management system that works best for you.
The verdict: Pipedrive makes it a breeze to manage your clients with its user-friendly interface and robust contact management features
Running a commercial real estate company without the proper scheduling tools can be a real juggling act.
I’ve seen great companies fail because they couldn’t get organized and stay on top of their schedule.
Pipedrive offers a fantastic solution with its simplified scheduling calendar (shown below).
This calendar makes it easy to see exactly what you’ve got on the docket for the day, week, or month.
This keeps you from missing any important deadlines as you get busier.
Here are some reasons this feature is awesome:
Customizable viewsDrag & drop functionality Automatic reminders Team scheduling options
The drag-and-drop functionality allows you to move appointments around as needed.
Plus, with automatic reminders for upcoming events or meetings, you’ll never miss a beat (or a sale).
The breakdown: Pipedrive’s scheduling calendar is easy to use—perfect for busy commercial real estate companies needing to stay on their schedule (without breaking the bank).
Pipedrive really shines when it comes to pipeline management.
The CRM software offers a ton of tools to help you streamline your deal flow (while growing your commercial real estate business).
Here are some standout aspects of this feature:
Fantastic deal cardsDrag-and-drop interfaceMultiple viewsCustom fields & pipelinesGreat user interfaceAutomated actions
Here’s a look at a pipeline dashboard (with some sample data added).
What sets Pipedrive apart from the competition is its comprehensive approach to deal management.
You can add all the important details for each deal, along with any relevant documents or notes (and track them at a glance).
The nitty-gritty: Pipedrive is an excellent choice for commercial real estate agents looking to manage their deals effectively from start to finish.
The CRM software has some of the best pipeline management out there.
Pipedrive offers 5 pricing plans to scale your business from the ground up.
They are the following:
Essential – $21.90/MonthAdvanced – $37.90/MonthProfessional – $59.90/MonthPower – $74.90/MonthEnterprise – $119.00/Month
Pipedrive also includes the following add-ons:
Projects – $8.00/MonthCampaigns – $16.00/MonthLeadBooster – $39.00/MonthWeb Visitors – $49.00/MonthSmart Docs – $39.00/Month
Check out our extensive Pipedrive pricing guide!
Fantastic pipeline management
Great customer support (with live chat)
Awesome task tracking & scheduling calendar
Robust client management
Intuitive user interface
No free plan
Limited advanced marketing tools
A commercial real estate CRM is essentially any CRM that helps you manage every aspect of your business (from initial contact to post-sales engagement).
It’s a central hub for all your business activities, allowing you to track leads, manage client information, and automate workflows as you grow your company.
There are several benefits to having a CRM for commercial real estate brokers.
These include the following:
Increased salesImproved client relationshipsBetter team collaborationStreamlined processesBetter data analysis
Let’s look at an overview of each benefit.
Implementing customer relationship management software can help you scale your sales with ease.
Here are a few reasons why:
Automated lead nurturing & follow-upsImproved customer engagement and satisfactionBetter organization and tracking of leads and deals
With a CRM, you can stay on top of all your leads and deals, ensuring that no potential opportunity falls through the cracks.
A CRM lets you track all your client interactions, from your first conversation to the final deal.
Here’s why that’s important:
Better understanding of client’s needs and preferencesTimely follow-up on client communicationsPersonalized communication and relationship-building
With a CRM, you can provide top-notch customer service and build strong relationships with each client.
A CRM can help your team stay connected and collaborate more effectively.
Here’s how:
Shared access to client information and dataEasy communication and task assignment Real-time updates on leads and deals
With a CRM, your entire team can be on the same page, working towards the same goals with ease.
A great CRM provides workflow, sales, service, and marketing automation capabilities to take advantage of.
This powerful automation can help you kick back and relax while you watch your business grow.
Here are some specific processes that can be streamlined with a CRM:
Lead generation & follow-upDeal managementBack office managementCommunication & customer service
Any CRM system worth its salt can help you get a handle on your data.
This data can be invaluable in making informed decisions about your business.
Here’s how a CRM can help you make better decisions with data:
Detailed customer and lead insightsSales funnel analyticsTeam performance tracking
By analyzing your data, you can identify areas for improvement and adjust your strategies accordingly for maximum success.
A broker absolutely needs a CRM solution to help them manage their business.
Commercial real estate CRM platforms are tailor-made to suit the unique needs of brokers, making it easier to manage client relationships and streamline processes across the board.
After testing, we compiled a thorough list of our favorite CRMs for Small Businesses. Check it out now! The list might surprise you.
Let’s go over some of the best features of a commercial real estate platform.
Many CRMs offer integrations with other tools and software to make your workflow even smoother.
Some common integrations for commercial real estate CRMs include:
Email marketing platformsTelephony systems Accounting software
Pipeline management is a key feature of any CRM, especially in the real estate industry.
A good pipeline management system should include:
Visual representation of the sales pipeline Automated lead progression Deal tracking and management Customizable fields & pipelinesMultiple views
This feature helps you keep track of all your leads and deals in one central location, ensuring that nothing falls through the cracks.
As a busy real estate broker, you may not always have access to a computer.
That’s where a mobile app comes in handy—it allows you to access your CRM on the go and stay connected with your team and clients at all times.
A robust client management system is crucial for any commercial real estate CRM.
Here are some essential features that a good client management system should have:
Detailed client profiles & contact informationLead tracking & progress monitoring Communication history and notesTask assignment and collaboration tools
Workflow automation is one of the most powerful features of any CRM.
Some common automated processes for commercial real estate CRMs include:
Lead nurturing & follow-upsDeal management & progress trackingEmail marketing campaigns
By automating these processes, you can save time and focus on other important tasks while ensuring your business runs smoothly.
To get the most out of your CRM, it’s essential to have a solid lead management system in place.
Be sure to take advantage of features like automated lead nurturing, lead scoring, and detailed analytics to help you make the most of your leads.
Here are some steps that are sure to help you choose a commercial real estate CRM:
Identify Your CRM GoalsChoose a Commercial Real Estate CRM from Our List!Try Out Your New CRMFinalize & Implement Your Commercial Real Estate CRM
Before you begin searching for a CRM, it’s important to identify your goals.
This will help you determine which features are most crucial for your business and narrow down your options.
Now that you know what you’re looking for in a CRM, check out our list of the best commercial real estate CRMs for brokers.
Each platform is guaranteed to help your business take off and achieve maximum success.
Most CRM providers offer free trials, so be sure to take advantage and try out your top choices before making a final decision.
This is also a great opportunity to get input from your team members and see which CRM they prefer.
Once you’ve chosen your CRM, it’s time to finalize the details and implement it into your business.
Be sure to provide proper training for your team and make any necessary adjustments to ensure a smooth transition.
The cost of a commercial real estate CRM can vary depending on factors such as the size of your business, the number of users, and the specific features included.
The average is anywhere from completely free to about $50/month.
Well, folks—there you have it. Our list of the best commercial real estate CRMs.
Now, you’ve got everything you need to decide on a platform for your business.
Be sure to consult this list and test drive your CRM before making a commitment with your wallet!
The post Best Commercial Real Estate CRM 2024: Broker Approved appeared first on Small Business Bonfire.
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