software backgroundChoose Wisely The Best CRM for Commercial Real Estate in 2024

Choose Wisely The Best CRM for Commercial Real Estate in 2024

By Nicole Hirsh
Updated: February 2, 2024, first publication: August 2019

In today's highly competitive commercial real estate market, a quality CRM - Customer Relationship Management - tool can be the key to success for your estate broker or sales team.

A CRM can help you streamline your sales processes, increase efficiency, and grow your business.

Get to know 9 of the best CRM for commercial real estate and their outstanding features and what they can do for your business. Whether free or paid plan, we have a wide selection of tools for different types of needs.

How do I choose a CRM for Commercial Real Estate?

Let's take a closer look at what factors to consider when choosing a CRM for your commercial real estate business. We'll also share the key features and benefits of the top CRMs on the market.

When deciding on a CRM for your needs, consider these factors:

  • Lead Management: A CRM should provide you with every tool and resource needed to manage your leads effectively. This includes features like lead capture, distribution, and tracking.
  • Marketing Automation: Automated marketing processes can help you save time and increase efficiency. Consider CRMs that offer robust marketing features, including email marketing, lead nurturing, and marketing analytics.
  • Reporting and Analytics: A CRM should provide important insights into your team's performance, including data on sales and marketing effectiveness and customer behavior.
  • User-Friendliness: Choose a CRM that is easy to use and navigate, with a visually appealing interface and intuitive features.
  • Integration: Determine if the CRM you're considering allows easy integration with your other systems, such as your website, email marketing platform, and accounting software.
  • Customer Service and Support: Responsive customer service and support are invaluable when resolving technical issues.
  • Scalability: Your business will likely grow over time, so choosing a CRM that can scale with you is critical.
  • Price: Finally, consider the price of the CRM and whether it fits within your budget. Look for CRMs that offer competitive pricing and flexible options.

Benefits & Features of Leading CRMs for Commercial Real Estate

With these top considerations in mind, you can choose the CRM that best fits your commercial real estate needs. Next, let's examine the leading CRMs on the market and their most impactful features and advantages.

1. Apptivo

Apptivo's CRM is an outstanding suite of applications that delivers an excellent customer experience. Apptivo also offers integrations with many third-party tools, making it easy for commercial real estate professionals to connect their data and workflows.

🛠 Some of Apptivo's most prominent features include:

  • Mobile CRM. Manage leads, sales, and deals from anywhere using Apptivo's mobile CRM. You can also manage invoices, expense reports, and many other elements directly from the app.
  • Email marketing: Send customized email messages to customers automatically and grow client relationships.
  • Procurement. Manage and update inventory automatically when properties are sold, moved, or updated.

✅ Aptivo offers several distinct advantages over other real estate CRMs:

  • Set events and tasks with Apptivo to handle most property management transactions, such as listing appointments, inspections, and closings.
  • Contract management. Create contracts straight from the Apptivo app and integrate with third-party tools like Google Workspace, Office 365, and Slack.
  • Automated emails and reminders. Prepare automatic replies to client queries and concerns using Apptivo automation.
Apptivo CRM

Software That Grows With Your Business
Learn more about Apptivo CRM

2. Ascendix Real Estate

Ascendix Real Estate is specifically designed for the commercial real estate industry. Features include lead management, communication tracking, and automated workflows. This CRE CRM solution also offers a range of integrations with other tools and systems, making it easy to connect data and workflows.

🛠 Some of Ascendix's most prominent features include:

  • Data management. In addition to traditional functionality, AscendixRE's CRM lets you track properties, listings, sales, and leases in one place.
  • Automated workflows: Automatically schedule follow-up meetings for prospects and auto-assign marketing tasks to those tasked with marketing new listings.

Ascendix offers a few advantages over other CRMs:

  • A MarketSpace Portal. Showcase commercial listings on a portal that integrates with AscendixRE CRM and lets you publish and update your listings from the CRM.
  • Proptech Big Data Analytics. Analyze your datasets and develop accurate predictions and trends, including customer behaviors and property prices.

3. HubSpot

    HubSpot's CRM enables commercial real estate professionals to track every interaction with clients, from initial contact to closing the sale. Their suite can supercharge your inbound marketing campaigns through one of the best platforms available.

    🛠 Some of Hubspot's most prominent features include:

    • Robust tools for creating and managing leads. Create custom lead capture forms and track them in real time.
    • Custom workflows. Most tasks are automated using Workflows, automatically updating a contact's lead score when they open or click on an email.

    HubSpot's advantages distinguish it from other real estate CRMs with:

    • Automated customer interactions. Track customer interactions automatically – via email, across social media, or on a call. Sync with Gmail or Outlook using HubSpot Sales, and capture every call, email, or meeting as it happens.
    • Pipeline Management. View your entire sales funnel on a visual dashboard. Sort data and track performance against the quotas you set.

    4. Keap

    One of the advantages of using Keap is its marketing automation capabilities. Keap includes email marketing and leads nurturing features, making it easier for real estate agencies to reach and engage with prospects. Also, Keap offers robust reporting and analytics tools, making it easier to track performance and make data-driven decisions.

    🛠 Some of Keap's more notable features include:

    • Personalized customer follow-up. Quickly tag and segment contacts to trigger customized messaging based on client data and activity.
    • Simple integration. Choose from thousands of apps to support your business, including Gmail, PayPal, and Quickbooks.
    • Consolidated Data. See all your data immediately and take quick action based on contact records. Access company and contact details from the Keap desktop or mobile app.

    ✅ The advantages of using Keap over other real estate CRMs include:

    • E-commerce and Payments. Sell online and collect payments.
    • CRM analytics and reporting. Visualize sales information and stats using an analytics dashboard to gain valuable insights from your data.

    +200 reviews

    Grow sales and save time with automation
    Learn more about Keap

    5. LionDesk

    LionDesk is a CRM designed specifically for real estate agencies. Its main features include lead management, email marketing, and reporting analytics. This makes LionDesk one of the best CRMs for High Volume Direct Sales Calling & Marketing.

    LionDesk also offers a range of integrations with other tools and systems, making it easy for real estate agencies to connect their data and workflows.

    🛠 Some of LionDesk's most valuable features include:

    • Advanced call management features, including scheduled email and texting.
    • Prebuilt audience lists for Facebook Ads.
    • Features for designing digital and printed mail marketing and advertising.

    LionDesk offers distinct advantages over other real estate CRMs:

    • 3rd Party Lead import capabilities. Connect your CRM to the MLS and all your real estate lead-generating tools and services like Zillow, Trulia, and
    • Video email and video texting. LionDesk features integrated Video Emails and Video Texting. Utilize one on one videos, within drips, and mass emails/texting.

    6. Pipedrive

    Pipedrive offers numerous features and benefits for commercial real estate agencies. Key features include lead management, sales pipeline management, and reporting and analytics. Pipedrive also provides a range of integrations with other tools and systems, making it easy for real estate agencies to connect their data and workflows.

    🛠 Some of Pipedrive's more notable features include:

    • Simplified, intuitive user interface.
    • Email marketing software. Campaigns by Pipedrive capture attention with beautiful, customizable layouts.

    When compared to other real estate CRMs, Pipedrive stands out with these capabilities:

    • Lead management and sales generation. Pipedrive features Web Forms, Chatbot, Live Chat, and Prospector.
    • Customized Pipelines. Create and customize as many pipelines as you need to reflect your unique sales process.

    +200 reviews

    Maximize your sales efficiency
    Learn more about Pipedrive

    7. Salesforce

    Salesforce is the world's #1 CRM application. Salesforce allows real estate businesses of any size to manage sales, marketing, and customer service in one place. Their simple CRM platform includes apps for marketing, sales, and IT functions.

    🛠 A few of Salesforce's best features include:

    • Advanced analytics for sales prediction.
    • Robust features for lead assignment, routing, and scoring.
    • Highly customizable interface.

    ✅ Salesforce offers many advantages over other real estate CRMs:

    • Scalability. Expandable to accommodate millions of users, Salesforce can scale to meet any business need.
    • An array of reporting and analytics tools from Tableau Analytics. Providing intelligent predictions, recommendations, and flows helps users visualize business opportunities.
    • Highly Customizable User Interface. Salesforce offers countless custom-tailored options to design your interface precisely how you want it.

    8. Zendesk Sell

    Zendesk is a cloud-based CRM offering robust features and benefits to commercial real estate professionals. The software includes ticketing and support requests, making it easier for real estate agencies to manage and respond to customer inquiries.

    🛠 Some of Zendesk's most prominent features include:

    • Mobile apps. Agents can respond to inquiries while out of the office using their smartphones or other devices.
    • Performance Measurement. Quickly analyze your team's performance and workload capacity to enable better decision-making when assigning and managing tasks.
    • Cusdtomer analytics. Zendesk lets you view and understand how customers interact and use your website, products, and support channels.

    Zendesk offers several distinct advantages over other real estate CRMs:

    • Multilingual availability. Zendesk is available in over 40 languages, with localized support content for each.
    • Audit trail. Enables agents to have a complete audit trail of every conversation, even if it spans multiple agents and channels.
    Zendesk Sell

    +200 reviews

    Sales CRM to Boost Productivity
    Learn more about Zendesk Sell

    9. Zoho CRM

    Zoho CRM is an all-in-one CRM application that manages customer–client interactions with real-time notifications. Leveraging Zoho's easy integration with third-party apps, leads can be generated from multiple sources, including emails, chatbots, social media, and sign-ups.

    🛠 Some of Zoho's most prominent features include:

    • Sales Force Automation. Automate routine sales, marketing, and support functions, giving you more time to concentrate on customers.
    • Create optimized workflows. Reduce manual data entry, eliminate redundancies, and speed up your overall process.
    • Process Management. With Blueprints, your sales team can determine their next move at any moment. Define your sales process for your whole team to follow.

    ✅ Zoho offers several distinct advantages over other real estate CRMs:

    • Canvas. Redesign the look and feel of Zoho CRM to suit each user with Canvas, a simple drag-and-drop editor.
    • Gamification. Encourages staff to exceed sales quotas by awarding badges and trophies when tasks are completed.
    • Predictive Sales and Intelligence. Embedded AI predicts the likelihood of success for every lead and deal in your CRM.
    Zoho CRM

    +200 reviews

    The Smart and Efficient Solution for your Sales Team
    Learn more about Zoho CRM

    Those were the top features and benefits of the leading CRMs for Commercial Real Estate businesses!

    What is the best commercial real estate CRM?

    Learn how to choose the best CRM (customer relationship management) tool for your commercial real estate business, brokerage, or agency by understanding the essential factors when selecting a CRM, and make the best buying decision. Take into account specific key features and benefits of the top CRMs on the market and what sets them apart from their competition.

    Consider also your specific needs and requirements each month when choosing a CRM for your commercial real estate company. From lead management and marketing automation to reporting and analytics, there are many features and benefits available. By evaluating your options and selecting a CRM that best fits your needs, you'll have the tools and resources necessary to grow your business and succeed in today's fast-paced real estate market.

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