6 Best Commercial Real Estate CRMs for Sales 2021

Read our independent review of the best commercial real estate CRM software, featuring the best use cases for each option.

Commercial real estate is a competitive field, which is why it’s crucial to stay on top of your leads and listings. One way to do that is to implement a CRM to keep your contacts and other key data stored in one central location. Commercial real estate CRMs also add industry-centric features like property management and commission tracking. After evaluating nearly two-dozen programs, we’ve created a list of the six best commercial real estate CRMs.

Here are the top six commercial real estate CRMs and their primary use cases:

  • Freshsales(Overall winner) Best for a robust feature-set (Free or from $29)
  • Apptivo: Best for small teams seeking an inexpensive or free option (Free or from $20)
  • Copper CRM: Best for commercial real estate agents who use G Suite (From $29)
  • Propertybase: Best for larger firms who need premium features (Call for quote)
  • Clientlook: Commercial real estate CRM best suited for new brokers (From $89)
  • Apto: Best CRM for brokers who want advanced data insights (From $129)

How We Evaluated the Best Commercial Real Estate CRMs

Commercial real estate agents will benefit most from a reasonably-priced CRM software with core functions like contact management, commission tracking, and sales forecasting. In evaluating our options, we placed the most emphasis on features and cost, as well as ease of implementation and overall user experience. Other key criteria we took into consideration include third-party app integration, level of customization, and access to customer support.

Evaluation Criteria

We divided our scoring criteria into six weighted categories. Then, we used a list of key subcriteria to assign every CRM a score in each category to determine an overall winner.

Cost:
25%
Core Features:
25%
Ease-of-Use:
20%
Integrations:
15%
Customization:
10%
Support:
5%

Note: All per-user prices are with a one-year commitment unless noted.

Overall, the best real estate CRM for commercial agents is Freshsales. While it isn’t commercial real estate specific, it rated highest across all of our criteria. Take a look at a breakdown of our scoring for each of the top types below.

Freshsales: Best for Advanced Features

AI-powered forecasting, custom modules, and 24/5 support make this the top commercial real estate CRM.

Price Range: Free to $69 per user, per month (21-day free trial)

Overall Rating star-fullstar-fullstar-fullstar-full Cost star-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-fullstar-full Ease-of-Use star-fullstar-fullstar-fullstar-fullstar-full Integrations star-fullstar-full star-fullstar-full Customizations star-fullstar-fullstar-fullstar-full Customer Support star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • Robust features at great value
  • Excellent customer support
  • AI-powered forecasting and lead gen

Cons:

  • Lacking real estate app integrations
  • Growth plan missing key AI features
  • Free tier might be too basic

Freshsales takes the top spot as the best commercial real estate CRM thanks to its breadth of features and accessible customer service. Of particular note is Freddy AI, which provides keen insights so you take the right steps with your clients. It also offers modules and reports you can tailor exclusively for commercial real estate deals. Try Freshsales at no cost via its free-for-life platform or 21-day trial — both of which include 24/5 support.

Freshsales also ranks as our best free real estate CRM software. However, it does lack commercial real estate forecasting and prospecting tools.

Freshsales Pricing

  • Free Version: Support for unlimited users
  • Growth: $15 per user, per month
  • Pro: $39 per user, per month
  • Enterprise: $69 per user, per month
  • Free Trial: 21 days

Freshsales Key Features

  • AI-powered features: Freddy AI captures, scores, and ranks leads.
  • Client communication: Make calls, send emails, or start chats within the CRM.
  • Custom features: Tailor modules, reports, and more to your company’s needs.
  • 24/5 support: All tiers include customer assistance via email, chat, or phone.

freshworks crm dashboard

Visit Freshsales

Apptivo: Most Affordable CRM Option

Solo brokers and small teams can get solid features—including automation—at one of the lowest prices around.

Price Range: Free – $20 per user, per month (30-day free trial)

Overall Rating star-fullstar-fullstar-full star-full Cost star-fullstar-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-full star-full Ease-of-Use star-fullstar-fullstar-fullstar-fullstar-full Integrations star-fullstar-full star-fullstar-full Customizations star-fullstar-fullstar-full star-full Customer Support star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • Affordable plans with 30-day trials
  • All tiers include automation features
  • 24/7 customer support

Cons:

  • Free tier supports one user
  • No real estate app integrations
  • May not be ideal for larger firms

Apptivo is a CRM well-suited for solo brokers or small firms wanting to streamline their processes. All plans come with basic automation tasks like syncing contacts and setting reminders. Upgraded automation options include mass email sends and lead conversions. Not only is Apptivo the most affordable CRM on this list, it also offers a free-for-life platform plus a generous 30-day trial for all paid plans. Best of all, 24/7 support is available for all users.

Apptivo Pricing

  • Apptivo Starter Free-for-Life: One user
  • Lite: $8/user
  • Premium: $12/user
  • Ultimate: $20/user
  • Enterprise: Call for info
  • Free trial: 30 days for most paid plans

Apptivo Key Features

  • Automation: Complete automation of emails, contact management, and tasks.
  • Reporting: All paid plans include at least five custom reports and charts.
  • Apptivo Apps: Proprietary apps help manage leads, contracts, and opportunities.
  • 24/7 support: Customer support is on hand via email and chat at all times.

Apptivo crm interface

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Copper CRM: Best for G Suite Users

Integrates with G Suite for contact and property management with real-time alerts, automations, and integrations.

Price Range: $25 – $119 per user, per month (14-day free trial)

Overall Rating star-fullstar-fullstar-full star-full Cost star-fullstar-fullstar-fullstar-fullstar-full Core Features star-fullstar-fullstar-fullstar-fullstar-full Ease-of-Use star-fullstar-fullstar-fullstar-full Integrations star-fullstar-fullstar-full star-full Customizations star-fullstar-fullstar-full star-full Customer Support star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • Visual UI is easy to learn
  • Receive real-time alerts
  • Plenty of automation features

Cons:

  • May be pricey for small teams
  • Limited features & seats with Basic
  • Integrations not always the smoothest

Copper CRM is made for commercial real estate brokers who regularly use G Suite to manage deals and leads. It syncs with GMail, Google Calendar, Google Drive, and Google Data Studio. But that’s not all — Copper CRM also integrates with third-party software like Slack, DocuSign, MailChimp, and other productivity apps to create a one-stop hub for your contact and property management needs within Google’s ecosystem. Copper CRM includes a risk-free 14-day trial.

Copper CRM Pricing

  • Plus: $25/user (up to three seats)
  • Professional: $59/user
  • Business: $119/user
  • Free trial: 14 days for all plans

Copper CRM Key Features

  • G Suite integration: Sync GMail, Google Contacts, and Google Data Studio.
  • Real-time alerts: Receive up-to-date info on all lead and deal activity
  • Custom pipelines: Track listings, leads, and more with drag-and-drop pipelines.
  • Gamification: Encourage friendly competition with leaderboards and rate reports.

Copper CRM sample interface

Visit Copper CRM

Propertybase: Best for Large Real Estate Teams

Built on Salesforce, Propertybase CRM equips brokerage teams with a wide range of advanced features and integrations.

Price Range: Call for quote

Overall Rating star-fullstar-fullstar-full star-full Cost star-full star-fullstar-fullstar-full Core Features star-fullstar-fullstar-fullstar-full Ease-of-Use star-fullstar-fullstar-fullstar-fullstar-full Integrations star-fullstar-fullstar-fullstar-fullstar-full Customizations star-fullstar-fullstar-fullstar-fullstar-full Customer Support star-fullstar-full star-fullstar-full

Pros:

  • Built on Salesforce
  • Integrates with major MLS portals
  • Advanced insights and analytics

Cons:

  • No upfront pricing or trials
  • Middling customer support
  • Setup can take time

Propertybase is a commercial real estate CRM with high-level features that will best suit larger firms. It’s built on the Salesforce platform and features myriad customization options, advanced reporting, AI-powered forecasting, and third-party integrations via Salesforce AppExchange. Propertybase also works with major MLS portals plus Homespotter, which makes it possible for agents to source and boost commercial property listings on social media and across the web.

Propertybase Pricing

  • Call for pricing: Sources cite prices from $79/user with a 3-seat minimum

Propertybase Key Features

  • Built on Salesforce: This allows for high-level customization and app integrations.
  • Advanced reports: Track campaigns, commissions, site analytics, and more.
  • MLS integration: Source leads from Zillow, Trulia, and other aggregates.
  • Automated campaigns: Use social media to drive traffic to agent sites.

PropertyBase sample interface

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Clientlook: Best CRM for New Brokers

New brokers will appreciate Clientlook’s Virtual Assistant service, frequent webinars, and a 4-month trial.

Price Range: $89 – $129 per user, per month (10-day trial; 4 months for new brokers)

Overall Rating star-fullstar-fullstar-full star-full Cost star-fullstar-full star-fullstar-full Core Features star-fullstar-fullstar-fullstar-fullstar-full Ease-of-Use star-fullstar-fullstar-full star-full Integrations star-fullstar-full star-fullstar-full Customizations star-fullstar-fullstar-full star-full Customer Support star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • New brokers get 4 months free
  • Virtual Assistant access included
  • Unlimited product upgrades

Cons:

  • Underwhelming interface
  • Limited app integrations
  • No native marketing features

Clientlook is a suitable commercial real estate CRM for brokers who need plenty of support — think new brokers just starting out or busy agents in general. A Clientlook subscription includes Virtual Assistant access, which encompasses everything from data entry to lead capture. That’s in addition to a wealth of video tutorials, frequent webinars, and multiple support channels. New brokers can try Clientlook free for four months; a 10-day trial is available for everyone else.

Clientlook Pricing

  • Annual: $89/user per month
  • Month-to-month: $129/user
  • New brokers: 4 months free, then $99/month
  • Free trial: 10 days

Clientlook Key Features

  • Virtual Assistant: Get help with data entry, lead capture, and email marketing.
  • New broker discount: New brokers get a 4-month free trial (proof required).
  • App integrations: Build campaigns with MailChimp and TheAnalyst PRO.
  • Comp management: Store and track sale and lease comps in a central database.

Clientlook sample interface

Visit Clientlook

Apto: Best for Advanced Property Data

This Salesforce-powered CRM is enriched with property data to help brokers make the right decisions.

Price Range: $129 per user, per month

Overall Rating star-fullstar-fullstar-full star-full Cost star-full star-fullstar-fullstar-full Core Features star-fullstar-fullstar-fullstar-fullstar-full Ease-of-Use star-fullstar-full star-fullstar-full Integrations star-fullstar-fullstar-fullstar-fullstar-full Customizations star-fullstar-fullstar-fullstar-fullstar-full Customer Support star-fullstar-fullstar-fullstar-fullstar-full

Pros:

  • Built-in property data
  • Track key metrics in real-time
  • Salesforce AppExchange access

Cons:

  • Steep learning curve
  • Expensive, especially with add-ons
  • Support and knowledge base lacking

Apto is the commercial real estate CRM for teams that require advanced data. Built-in access to national property data means agents can access everything in one central location—no need to purchase data from multiple sources. Apto also allows users to keep tabs on commissions, lease expirations, and other metrics. Since it’s built on Salesforce CRM, Apto can be enhanced with third-party app integrations from Salesforce AppExchange.

Apto Pricing

  • Single-tier pricing: $129/user
  • Apto Data: Additional $50/month

Apto Key Features

  • Built-in property data: Automatically refreshes national tax, deed, and mortgage data.
  • Contact management: Populate contact info from previous conversations.
  • News feed: Leave comments and share documents on a centralized team hub.
  • Custom listing sites: Create property sites with one click and track all activity therein.

Apto sample interface

Visit Apto

Bottom Line: Best Commercial Real Estate CRM

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. Ultimately, the right CRM for you depends on what your commercial real estate business needs most to succeed.

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