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Commercial real estate CRMs help you stay on top of your leads and listings by keeping your key data, contacts, and tasks stored in one central location. The top options offer general tools such as contact and pipeline management, team collaboration, and basic reporting plus industry-centric features like property management and commission tracking. We’ve evaluated the top commercial real estate CRMs on this list to help you find the best one for your business.
Here are the top six CRMs for commercial real estate professionals:
Overall, we found that the best real estate CRM for commercial agents is Freshsales. While it isn’t specific to commercial real estate, it ranked highly across all of our criteria and offers key tools agents need for a reasonable price. Take a look at the breakdown of our scoring for each of the top CRMs below, or skip down to see our scoring logic.
Note: All per-user prices are with a one-year commitment unless noted.
Provides AI-powered sales tools and custom modules on a clean, intuitive platform.
Freshsales is our top-rated CRM offering robust general and real estate features in a user-friendly platform. Of particular note is Freddy AI, which is available starting at the Growth tier and provides keen insights and suggestions on the right steps with your prospects and clients, plus automations to reduce admin work. Tailor your property listings to your business, such as building descriptions, pricing, and square footage, with its easily customizable fields.
Freshsales' affordable features make it a great option, but it doesn't provide many of the marketing features that commercial firms using inbound lead generation might need. For a platform with industry-specific marketing features, see Propertybase GO.
Offers commercial brokerages custom fields, modules, and templates for sales and marketing.
Zoho CRM is a highly-customizable CRM that offers complete control over your sales and marketing processes. It comes with predefined layout settings, which you can modify or replace entirely with an intuitive editor. Create modules like builders, buildings, and tenants, or add fields for apartment description, address, or rent amount. You can even personalize communications and marketing campaigns for potential buyers by merging your CRM data with email templates.
While Zoho CRM has robust customization capabilities and integrations with other apps, these features can be overwhelming. If you need a simpler interface and easy-to-use features, consider Freshsales.
Features free sales, marketing, and service tools with upgrades for premium sales features.
HubSpot CRM is a well-known CRM with free sales, marketing, and service tools plus the ability to upgrade as your agency grows. Use its marketing tools to generate leads via forms and share listings in email campaigns, as well as sales and service tools like live chat and bots to ensure that potential renters or buyers are a good fit for your commercial listings. Upgrade to access advanced tools like predictive lead scoring, sales automation, and calendar sync for showings.
HubSpot CRM is good for agents wanting to use the top-rated free tier for as long as possible, but its upgrades are pricey for small firms since you pay for more features and users. If you plan to upgrade eventually, try Freshsales, which offers its free plan for free for up to three users.
Includes powerful core sales features plus advanced add-ons for more functionality.
Pipedrive is an easy-to-use CRM with a set of basic sales tools useful to commercial real estate agents. You can organize building details and customer insights, create pipelines for buyers and properties, track commissions, record updates in the mobile app on-site, and more. Use its advanced add-ons to turbocharge your lead generation (LeadBooster), site tracking (Web Visitors), email marketing (Campaigns), and lease/purchase agreement esigning (Smart Docs).
While Pipedrive's add-ons allow you to pay for the advanced features you need and skip the ones you don't, most brokerages will find that all four add-ons are useful to their business — which can get expensive. For a more affordable robust sales CRM, check out Freshsales.
Enables brokers to show the best properties to clients using Salesforce-powered CRM tools.
Buildout CRM is a commercial real estate–specific CRM built on the Salesforce platform. Since it's a niche CRM, it includes unique features like geo search tools and national property data; these show you options fitting your clients' needs plus info on the millions of properties in Buildout's database, eliminating the need to buy data from outside sources. Its marketing and insights platforms are also available for purchase and integrate seamlessly with the CRM.
Even though Buildout's CRM is useful, Insights and Marketing are separate products. If you prefer an industry-specific CRM but you want to pay for a single platform, learn more about Propertybase GO, which includes contact management plus marketing and insight tools.
Builds a highly customizable website to attract leads and show filtered listings.
Propertybase GO is a real estate CRM that provides an SEO-optimized website for your listings. Within your CRM, you can personalize your site structure, branding, and properties. You can even create custom areas including commercial listings, interactive market trends, and points of interest and allow your clients to conduct property searches using MLS data. All site activity is funneled into your CRM, where you can manage leads, create email campaigns, and more.
Propertybase GO's CRM and website features are helpful for brokerages wanting to easily create a site for their agents and listings, but reviews indicate that the platform isn't always reliable. For an industry-specific CRM that's highly ranked by agents, see Buildout CRM.
The best CRMs for commercial real estate professionals include the following top tools:
Organize commercial property information such as square footage, pricing, and how close you are to renting or selling each property.
When deciding which commercial real estate CRM software are the best ones, we first divided our scoring criteria into six weighted categories based on the decision factors that tend to be the most important to users. Then, we used a list of key subcriteria to assign every CRM a score in each category, which allowed us to determine an overall winner and identify primary use cases.
Because commercial real estate agents need a reasonably-priced CRM with general and industry-specific functions, we placed the most emphasis on core features and cost. Next, we considered each platform's customization capabilities and ease of use. Finally, we reviewed the advanced features offered, as well as the types and quality of support provided.
This includes monthly costs, free plans, billing options, and trials and/or demos across all available tiers.
We scored each CRM on the availability of the most essential general and industry features for commercial real estate agents such as contact and property management, pipeline tracking, and commission tracking.
We not only checked out each CRM’s overall design and knowledge base ourselves, but we also considered real user reviews on its implementation and accessibility on sites like Capterra, G2, and TrustRadius.
We evaluated how much customization each CRM allows in regards to pipelines, reports and dashboards, and third-party integrations.
Does the CRM offer lead scoring and distribution, sales forecasting, live chat, and/or artificial intelligence?
We looked into the range of support options (email, phone, and live chat) and real user reviews for each CRM on Capterra and G2.
Our list of the best commercial real estate CRMs includes a mix of general CRM software and industry-specific options. An industry-agnostic CRM will equip you with a solid set of tools to organize data and streamline workflow. Meanwhile, an industry-specific CRM will offer more niche features alongside a number of key general CRM functions. If you’re specifically looking for a free platform, read our independent review of the best free real estate CRMs.
Alison is a Philadelphia-based technology writer for Selling Signals. She has 15 years of experience in the digital space, and her specialties include comparison guides and reviews across CRM, ecommerce, and various SaaS products. In her free time, Alison has received two HubSpot certifications plus a TEFL certification, as well as leads an online martial arts learning program.
Selling Signals delivers actionable advice for sales and marketing professionals. Learn strategies that help you hit targets, strengthen customer relationships, and win more business. Get expert advice on lead generation, sales processes, CRM software, sales management, and account management directly to your inbox.
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