32 Best Commercial Real Estate CRM Software for Brokers

Commercial real estate CRM software helps in maintaining strong relationships with clients and managing transactions efficiently. These CRMs are designed specifically for commercial real estate brokers to streamline daily tasks, enhance client communication, and provide powerful insights to close more deals.

The housing market is experiencing a boom. There are potential clients in every corner. This is why you must bring your A-game.

The last thing you want is to go through messy spreadsheets trying to track client information. The best way to improve your performance in the real estate industry is by using a commercial CRM tool. It can help take your business to new heights.

The right commercial real estate CRM tool can be the difference between a lost lead and a closed deal. However, with so many options available, finding the right one can be overwhelming.

This article provides a detailed look at the best commercial real estate CRM software solutions tailored to the needs of brokers, helping you make an informed decision.

What is a CRM in Commercial Real Estate?

A Customer Relationship Management (CRM) system in commercial real estate is a software tool that helps brokers manage client interactions, organize leads, track property listings, and streamline transactions. Unlike general CRMs, those designed for real estate often come with features like property management, deal tracking, and email marketing, which are crucial for real estate professionals.

In commercial real estate, the sales cycle is often long and complex, with multiple stakeholders involved in each transaction. A CRM designed for this industry helps brokers keep track of all communications, follow up on leads, manage contracts, and ultimately close deals more efficiently.

A robust CRM system also allows brokers to segment their contacts based on specific criteria, such as the type of property or the client’s buying history. This targeted approach enables more personalized communication, increasing the chances of conversion.

If you want your real estate business to grow, you have to give CRM a try. It is an essential tool that will enable you to manage a healthy pipeline. 

The following features describe how a CRM can make your life a whole lot easier. 

• It organizes prospect and customer information to ensure that you have no trouble finding desired information. Thus, you no longer have to hunt through spreadsheets.

• It enables you to quickly respond to inquiries from prospects without needing to go through the inbox.

• It keeps track of properties that prospects show an interest in and helps you reach out to them to convert prospects. 

• It gathers information digitally such as by monitoring the activity of prospects.

• It allows you to manage the sales pipeline from a single place.

• It keeps track of every closing.

• It also maintains contact with previous clients for future referrals and efficient relationship management. 

• It automates tasks to streamline workflow such as email follow-ups. 

Best Commercial Real Estate CRM

Here’s a comprehensive list of the best commercial real estate CRM software solutions, each offering unique features and benefits to brokers:

1. HubSpot

HubSpot CRM is ideal for brokers looking for a free, yet powerful CRM solution.

HubSpot is an all-in-one tool that is designed to help real estate businesses grow by making their job a lot easier. It offers a variety of features including meeting scheduling, email templates, email tracking, deal management, contact management, analytics, and more.

HubSpot integrates with a wide range of other tools. If you are searching for the ultimate tool that enables you to scale your real estate agency without any stress, HubSpot is just what you need. It keeps all of your systems unified for increased productivity.

2. Zillow Premier Agent CRM

Another great CRM tool that you should check out is Zillow Premier Agent CRM.

Specifically designed for real estate professionals, Zillow Premier Agent CRM offers lead management tools, integration with Zillow listings, and a mobile app for managing deals on the go. It provides you with insights on the go.

You can even monitor client search activity with the tool. Some of its notable features include reminders, custom notes, and automation of tasks.

3. Agile CRM

Next, Agile CRM is an amazing CRM tool for real estate. It might not be directly targeted to realtors.

However, it offers plenty of features that will keep realtors satisfied such as appointment setting, document tracking, task management, and unlimited document storage.

You can use Agile CRM to track your service, marketing, and sales efforts using a single platform. 

4. Streak CRM for Real Estate

If you have a preference for Google Workspace, you need to turn to Streak CRM for real estate.

It lets you track deals directly from your Gmail inbox. Hence, you get to save a ton of time as you would not need to switch between systems. 

The CRM can even be accessed directly from the Chrome browser by downloading its free extension. This helps shorten onboarding. Besides, its free and solo versions provide you with all the powerful tools that you could need. 

5. Apptivo

Apptivo is an incredible CRM tool that provides you with access to project management tools, email campaigns, and invoicing systems.

You can access client data on the go, set powerful automation rules, and save time. A great thing about the CRM is that it effectively integrates with tools that you are likely to be using such as Dropbox, Office 365, PayPal, QuickBooks, Slack, and Google Workspace.

Therefore, you get to benefit from greater convenience. 

6. Bitrix24

Bitrix24 is a popular CRM tool that provides advanced features.

Its user-friendly interface allows you to communicate with clients and leads through phone-in chat, call-back forms, social media messenger, and live video chat. 

7. Contactually

Contactually is created just for realtors. It facilitates automated campaigns, lead qualification processes, and more.

The tool also offers a workflow automation program. Its impressive referrals feature lets you make natural connections and keeps the pipeline going. 

8. Wise Agent

An excellent all-in-one CRM tool that realtors need to use is Wise Agent. It provides a central database, time management tools, advanced automation, and seamless transaction management. It lets you manage each aspect of the business.   

9. Pipedrive CRM

Known for its visual pipeline management, Pipedrive CRM helps brokers stay organized and on top of their deals.

Pipedrive CRM makes sales visual to help you create personalized pipelines for boosting deals. Its notable features include task automation, Google Calendar syncing, and reminders. Pipedrive CRM’s user-friendly interface and strong focus on sales activities make it a great choice for smaller real estate teams.

10. Propertybase

Propertybase is a terrific real estate platform that integrates marketing and CRM. It lets you manage real estate website listings and helps you create automated social media ad campaigns and more. 

11. Zendesk Sell 

Take your real estate productivity to the next level with Zendesk Sell. It is a great tool that offers features like automatic prospect searches, sales scripts, call recording tools, click-to-call capabilities, email automation, and email tracking.

12. Zoho CRM

Zoho CRM is a versatile and affordable option for commercial real estate brokers. It offers robust automation, email marketing, and analytics tools, making it easier to manage leads and close deals.

Zoho CRM is a powerful tool that connects you with customers, integrates live chat, and sets up real-time notifications. With real-time reports, you get to leverage valuable insights for making the right decisions.

13. Real Geeks CRM

Real Geeks CRM offers real estate businesses automated support.

The moment leads enter the system, you will be notified and follow up with them. Track agent accountability for training opportunities and optimal performance.

14. CINC

CINC is the perfect real estate tool that lets you stay engaged with clients. You can use it to manage the entire sales process.

Client retention just got a whole lot easier with CINC. Its notable features include lead nurturing capabilities and team management tools.

15. Market Leader

Streamline the selling process with the Market Leader. It enables you to generate leads to create lifelong clients.

Its robust product support will ensure that you have nothing to stress about. You can use its features to take on more work without stressing about any bottlenecks. 

16. Top Producer

Top Producer is the ultimate real estate platform that ensures that you have control over the entire sales pipeline. It lets you create email templates, manage transactions, email marketing campaigns, and more.

17. Rethink CRM

Rethink CRM is a terrific real estate tool that is designed just for residential and commercial real estate brokers. It lets you track and manage the client pipeline.

Rethink CRM offers robust tools for managing deals, tracking relationships, and automating marketing efforts. It integrates seamlessly with Salesforce, providing brokers with powerful analytics and reporting capabilities.

18. Follow-Up Boss

Follow-Up Boss offers amazing features like automated text messaging, outbound and inbound call management, and auto-send for emails.

It competes with other names. You can use the tool to integrate with third-party tools for increased convenience. 

19. Realvolve

Realvolve is made for real estate teams. It lets you create smart workflows, track listings, communicate, and more.

20. IXACT Contact

A great CRM tool that you should also consider is IXACT Contact. It assists, helps, and organizes real estate work for easy decision-making.

21. Realty Juggler

Realty Juggler is a simple and easy-to-use platform that automates real estate work. 

22. Close

Close is an appealing tool that offers comprehensive features for the best real estate experience.

23. Nutshell

Nutshell is a customizable platform that provides sales automation capabilities, Gmail integration, and contact management. 

24. Less Annoying CRM

Less Annoying CRM is the perfect real estate tool for realtors who demand a no-fuss experience.

25. Lion Desk

Lion Desk is an impressive tool that integrates every aspect of the sales pipeline.

26. Freshworks CRM

Freshworks CRM is a simple platform that ensures that you have a straightforward experience.

27. Insightly

In addition to the above, Insightly is a great tool that lets you provide a personalized experience to your real estate team.

28. NetHunt CRM

NetHunt CRM is a tool that seamlessly integrates every part of the sales pipeline for a streamlined approach.

29. Shape

Shape is a CRM tool that is known for its clean interface. It automates emails, and texts on your behalf, and syncs everything. 

30. The Real Estate CRM

Finally, keeping the best for the last, the Real Estate CRM is designed exclusively for real estate agencies wanting to grow.  

31. Apto CRM

Apto CRM is a popular choice among commercial real estate brokers. Built on the Salesforce platform, it offers customizable tools for pipeline management, contact tracking, and deal analytics, making it easier to manage large volumes of data.

32. Buildout CRM

Buildout CRM combines deal management, property listing, and marketing tools in one platform. It is particularly well-suited for brokers who handle a large number of property listings and need to create marketing materials quickly.

Which Real Estate CRM Suits Your Business? 

The abovementioned tools will enable you to organize information, swiftly respond to customer queries, track prospects, maintain contact, automate, and more.

Each tool has something to offer. Hence, it makes sense to try them out to see which one you find the best. 

What is the Best CRM for Estate Agents?

Choosing the best CRM for estate agents depends on several factors, including the size of the firm, the volume of transactions, and the specific needs of the brokers.

All the CRM tools mentioned above will enable you to organize information, swiftly respond to customer queries, track prospects, maintain contact, automate, and more. Each tool has something to offer. Hence, it makes sense to try them out to see which one is the best for your needs.

Here are a few key features to look for when selecting the best commercial real estate CRM software:

• Ease of Use: The CRM should have an intuitive interface that is easy to navigate, allowing brokers to quickly input data and retrieve information.

• Customization: The ability to tailor the CRM to meet the specific needs of your business is crucial. This includes customizing fields, workflows, and reporting tools.

• Integration: A good CRM should seamlessly integrate with other tools you use, such as email marketing platforms, social media, and property management software.

• Automation: Automating repetitive tasks like sending follow-up emails or generating reports can save brokers a significant amount of time.

• Analytics: The CRM should provide robust reporting and analytics features, helping brokers track their performance and make data-driven decisions.

While many CRMs cater to the needs of estate agents, some of the most popular options include Rethink CRM, Apto CRM, and Zoho CRM.

How Much Does Apto CRM Cost?

Apto CRM is a cloud-based CRM solution designed specifically for commercial real estate brokers. It offers tools for deal management, pipeline tracking, and client communication, all tailored to the needs of the commercial real estate industry.

As of the latest information, Apto CRM’s pricing starts at around $129 per user per month. This includes access to all core features, as well as customer support and regular updates.

For larger teams or those requiring more advanced features, custom pricing options are available. It’s worth noting that Apto CRM also offers a free trial, allowing brokers to test the software before committing to a subscription.

What is the Number 1 CRM in the World?

Determining the number one CRM in the world can be subjective, as it depends on the criteria used to measure success.

However, Salesforce is widely regarded as the leading CRM globally. It dominates the market with a significant share and offers a comprehensive suite of tools for various industries, including commercial real estate.

Salesforce’s strengths lie in its scalability, extensive customization options, and robust integration capabilities. While it’s not specifically designed for real estate, its flexibility allows brokers to tailor the platform to meet their needs.

Additionally, Salesforce’s AppExchange marketplace offers numerous add-ons and integrations that can enhance the CRM’s functionality for real estate professionals.