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6 Best Commercial Real Estate CRMs for Agents & Teams 2023

Name: Freshsales
Item: Freshsales
Rating: 4.5
Author: Alison Barretta

Written By

Alison Barretta

Jul 21, 2023

2 minute read

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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:

Freshsales: Best overall CRM for a mix of features and usability (free starting price)
Zoho CRM: Best real estate CRM option for robust customizations (free starting price)
HubSpot CRM: Best free real estate CRM with premium upgrades (free starting price)
Pipedrive: Best commercial real estate CRM with a la carte add-ons (14-day free trial)
Buildout CRM: Best software for built-in property data and mapping tools (free demo)
Propertybase GO: Best CRM option to build a branded website with listings (free demo)

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.

Freshsales: Best for Features & Usability

Provides AI-powered sales tools and custom modules on a clean, intuitive platform.

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

Overall Rating

4.5

Cost

4.7

Core Features

4.6

Ease of Use

4.4

Customizations

4.4

Advanced Features

4.6

Customer Support

3.8

Pros

Robust features at great value
Excellent 24/5 customer support
AI-powered forecasting

Cons

Lacking real estate app integrations
Few AI features in Growth plan
Clunky reporting tools

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.

Freshsales Pricing

Free Version: Supports up to 3 users
Growth: $15 per user, per month
Pro: $39 per user, per month
Enterprise: $69 per user, per month
Free Trial: 21 days
Integration with Freshworks' free marketing and service platform tiers
Access to Freshworks Marketplace

Freshsales Key Features

Visual Tools: In the paid tiers, access a visual pipeline plus reports and dashboards.
AI-Powered Features: Freddy AI captures, scores, and ranks leads and suggests tasks.
Client Communication: Make calls, send emails or texts, or start chats within the CRM.
Esignature Integrations: Easily send, sign, and store applications and agreements.

Zoho CRM: Best CRM for Robust Customizations

Offers commercial brokerages custom fields, modules, and templates for sales and marketing.

Price Range: Free to $52 per user, per month (15- to 30-day trial)

Overall Rating

4.4

Cost

4.7

Core Features

4.5

Ease of Use

3.8

Customizations

4.9

Advanced Features

4.6

Customer Support

3.2

Pros

Customizable fields & modules
Robust social media integration
Powerful marketing automations

Cons

Complicated user interface
Limited reporting feature
User support could be better

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.

Zoho CRM Pricing

Free Version: Supports up to 3 users
Standard: $14 per user, per month
Professional: $23 per user, per month
Enterprise: $40 per user, per month
Ultimate: $52 per user, per month
Free Trial: 15 to 30 days
Access to Zoho One Marketplace Apps

Zoho CRM Features

Customizations: Modify modules, fields, and workflow rules for sales and marketing.
App Integrations & APIs: Integrate with Zillow, Zestimates, Phonebridge, and more.
Built-in Campaigns: Personalize email campaigns and follow-ups for potential buyers.
Social Media Management: Promote property listings on social media within the CRM.

HubSpot CRM: Best Free CRM With Upgrades

Features free sales, marketing, and service tools with upgrades for premium sales features.

Price Range: Free to $1,200 per month (Sales Hub)

Overall Rating

4.0

Cost

3.8

Core Features

4.2

Ease of Use

3.8

Customizations

4.3

Advanced Features

4.2

Customer Support

4.2

Pros

Highly useful free tier
UI is easy to get used to
Great support & knowledge base

Cons

Upgrading is expensive
Not very customizable
Lacking advanced reporting

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.

HubSpot CRM Pricing

Free Plan: Supports unlimited users
Sales Hub Starter: $45 per month for 2 users
Sales Hub Professional: $450 per month for 5 paid users
Sales Hub Enterprise: $1,200 per month for 10 paid users
Additional users can be purchased for extra
Integration with HubSpot's free marketing, service, and other tools
Access to HubSpot App Marketplace

HubSpot CRM Key Features

Marketing Forms: Leads can express interest via pop-up, embedded, or other types.
Email Campaigns: Segment your leads and design emails via a drag-and-drop editor.
Live Chat: Chat with interested commercial buyers or renters and answer their queries.
Basic Bots: Bots can prequalify and auto-route leads, collect data, and book meetings.

Pipedrive: Best for a La Carte Add-ons

Includes powerful core sales features plus advanced add-ons for more functionality.

Price Range: $14 to $99 per user, per month (14-day trial)

Overall Rating

4.0

Cost

3.4

Core Features

4.3

Ease of Use

3.8

Customizations

4.2

Advanced Features

4.5

Customer Support

4.0

Pros

Highly visual pipeline
Pick & choose add-ons
Paid tiers are affordable

Cons

No free version
Add-ons can get pricey
Integrations not always simple

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.

Pipedrive Pricing

Essential: $14 per user, per month
Advanced: $29 per user, per month
Professional: $49 per user, per month
Power: $64 per user, per month
Enterprise: $99 per user, per month (minimum 10 users)
Free Trial: 14 days for all plans
Pay for a la carte add-on features for sales, marketing, and more
Access to Pipedrive Marketplace

Pipedrive Key Features

A La Carte Add-on Features: Boost your lead gen, email marketing, or other efforts.
Visual Pipeline: Offers a kanban-style pipeline with drag-and-drop functionality.
In-Depth Insights: Understand the strongest deals, your sales cycle length, and more.
Data Auto-Input: Add client information, activity, and communication automatically.

Buildout CRM: Best for Built-In Property Data

Enables brokers to show the best properties to clients using Salesforce-powered CRM tools.

Price Range: $85 to $349 per user, per month + brokerage fee (free demo)

Overall Rating

3.5

Cost

3.1

Core Features

4.0

Ease of Use

3.7

Customizations

3.0

Advanced Features

3.3

Customer Support

4.0

Pros

Built-in property data
Industry-specific tools
Marketing & insights integration

Cons

Additional brokerage fee
Commissions only in marketing product
No free version or trial

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.

Buildout CRM Pricing

Manage and Close: $85 per month + brokerage fee
Showcase and Boost: $150+ per month + brokerage fee
Prospect and Nurture: $349 per month
Brokerage Fee: $250 per month
Free Demo: Contact for information
Integration with Buildout’s paid marketing and insights platform

Buildout CRM Key Features

Built-in Property Data: Access property data, including geo mapping capabilities.
Automated Workflows: Set updates for your team and your brokerage as a whole.
Native Integrations: Purchase Buildout's marketing and/or insights platforms, too.
Salesforce Base: Built on Salesforce, with full access to AppExchange integrations.

Propertybase GO: Best for a Branded Website

Builds a highly customizable website to attract leads and show filtered listings.

Price Range: Contact for quote (free demo)

Overall Rating

3.4

Cost

3.3

Core Features

3.9

Ease of Use

2.4

Customizations

3.9

Advanced Features

3.2

Customer Support

3.6

Pros

Relatively turnkey solution
Quickly build an attractive website
Email marketing included

Cons

No upfront pricing or trials
Middling customer support
Could be more intuitive

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.

Propertybase GO Pricing

Contact for Quote
Free Demo: Contact for information

Propertybase GO Key Features

Agent Websites: Create a separate personalized website for each of your agents.
CRM Site Manager: Edit your website entirely from the backend of your CRM.
Property Search: Integrate all local MLS data plus pocket listings, and filter the options.
Dynamic Market Insights: Show interactive market trends, including data on buildings.

Top 4 Commercial Real Estate CRM Features

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.

How We Evaluated the Best Commercial Real Estate CRMs

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.

Evaluation Criteria

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.

Methodology weights

Cost 25%

Core Features 25%

Ease of Use 15%

Customizations 15%

Advanced Features 10%

Customer Support 10%

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. If you’re specifically looking for a free platform, read our independent review of the best free real estate CRMs.

Alison Barretta

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.