Categories   >   CRM For Commercial Real Estate
Last Reviewed: November 14th, 2024

Best CRM For Commercial Real Estate Of 2024

What are CRM For Commercial Real Estate?

CRM for Commercial Real Estate essentially represents a specialized software tool in managing, tracking, and elevating relationships with clients in the commercial real estate sector. Its unique purpose is to tackle industry-specific challenges, like handling complex transactions and extensive property portfolios. This software sees prominence in improving customer satisfaction, increasing referral rates, and ultimately augmenting revenue. Notable functionalities incorporate contact management, property tracking, and transaction management while AI-driven data analysis and predictive analytics mark emerging features. Real estate firms, brokers, and property managers most benefit from this tool. Still, the adoption may be limited by potential user resistance or lost efficiency during the transition phase. In summary, CRM for Commercial Real Estate exists to empower businesses by elevating customer relationships and managing complex transactions with ease, despite potential initial adoption challenges.

What Are The Key Benefits of CRM For Commercial Real Estate?

  • Improves customer satisfaction
  • Handles complex transactions
  • Boosts referral rates
  • Elevates revenue generation
  • Enhances property portfolio management
  • Automates contact management
  • Streamlines transaction management
  • Encourages data-driven decision-making
  • Supports targeted marketing strategies
  • Organizes client communication effectively
Read more

Overall

Based on the latest available data collected by SelectHub for 150 solutions, we determined the following solutions are the best CRM For Commercial Real Estate overall:

Pipedrive
Pipedrive
Start Price
$14.90
Annual, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Pipedrive

Pipedrive is a sales and marketing management tool for small and medium businesses. It helps visualize the sales pipeline, track important activities and hold client conversations, with mobile access for greater productivity.

Even with its data exporting difficulties, filter complexity and non-intuitive email integration, the platform overall is easy to use. Integration with third-party software, such as Google Apps, Mailchimp and Zapier, along with a powerful API, increases its usefulness in enhancing business sales processes. Overall, it is a great solution for companies looking to streamline sales processes.

Pros & Cons

  • Sales Pipeline: 80% of reviewers referring to this aspect said the platform is good for keeping a close eye on deals at every stage and tracking individual progress to understand outcomes.
  • User Interface: Of the users mentioning the UI, 60% suggested that it’s functional and easy to use.
  • Mobile Application: 70% of the reviewers mentioning the mobile app stated that it makes Pipedrive easy to use anytime, anywhere.
  • Integrations: The platform helps users work seamlessly, with integrations for customer acquisition, goal achievement, application sync and more, as stated by 40% of reviews about integrations.
  • Data Exporting: Glitches and a lack of control make data querying and extraction slow, according to 50% of those who mentioned the exporting tool.
  • Filters: Filtering is complex, and 40% of users who referenced it stated it could improve in terms of usability and design.
  • Browser Extensions and Email Integration: Email integration, browser extensions and workflow automation are dated and not user-friendly, according to 70% of reviews on these features.
  • Expensive: 60% of users who reviewed pricing suggested that the features are overpriced in comparison to the competition’s products.

Key Features

  • Lead Management: Includes a product catalog, lead import tools and deal probability, in addition to visual pipelines. A color-coded feature called “rotting” uses different colors to represent how hot or cold a lead is, providing visibility into which leads require follow-up or are best to pursue. 
  • Contact Management: Import contacts from a previous CRM or spreadsheets, or sync from Microsoft or Google. Once in the system, contacts are stored as organizations and people, which can be attached to deals. Record and access a history of interactions to clarify where things stand. View contact locations by adding Google Maps integration. 
  • Web Forms: Generate leads via web forms embedded on a company website or shared in emails and on social media channels. Customize fields to capture personal details specific to company needs. Configure where the leads appear (e.g., as a deal or contact). 
  • Leadbooster Chatbot: Collect and qualify leads 24/7. Route leads to a custom destination, such as a stage or sales rep. Calendar syncing lets leads book meetings with sales reps from within the chatbot conversation. 
  • Activity Management: Contains a scheduling tool, reminder notifications and a premade list of activity types, which can be configured based on company needs. 
  • Sales Forecasting: Pursue the best deals and effectively plan strategies for open deals. Access and customize different views: 
    •  Individual views provide in-depth details for sales reps. 
    •  Forecasting views let managers filter deals based on criteria like date started or product. 
  • Integration: Integrates with dozens of other apps, including Asana. Connects with platforms like Zapier and Automate.io, allowing further integration with tools like LinkedIn, Zendesk, Mailchimp, HubSpot, Jira, Salesforce, Dropbox and various G Suite tools like Gmail. 
  • Marketplace: Supports dozens of third-party plugins. Thumbs-up/thumbs-down ratings and user reviews help gauge how an app performed for other users. 
  • User Access Control: Set user permissions and determine how users log in, whether it’s via two-factor authentication or using a single sign-on (SSO) platform. Track the identity and location of anyone who logs in on a dashboard. Receive alerts when an unrecognized device logs in. 
  • Data Security: Features include data encryption, daily backups and GDPR compliance. Also provides a data protection officer and multiple certifications. 
Salesforce Sales Cloud
Salesforce Sales Cloud
Start Price
$25
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Salesforce Sales Cloud

Based on our research and user feedback, Salesforce Sales Cloud turned out to be a powerful and flexible CRM solution, capable of accommodating businesses of any size.

Its AI-powered features, especially Einstein, truly set it apart. This tool provides predictive analytics, lead scoring, opportunity scoring and sentiment analysis to improve sales efficiency.

We found the mobile app to be feature-rich, offering full functionality for sales teams on the move, including forecasting and account management.

Yet, some users reported a learning curve for advanced features. While the basic functionalities are user-friendly, leveraging the full potential of Sales Cloud may require proper training. Additionally, smaller organizations might find the pricing structure challenging, as costs can accumulate quickly with add-ons and advanced features.

Integration capabilities are generally strong, but we observed that some key functionalities, such as event tracking and eCommerce integrations, rely on third-party providers. This could add complexity and cost for businesses requiring these features.

Overall, Salesforce Sales Cloud is well-suited for organizations seeking a reliable, AI-enhanced CRM with extensive customization options and analytical capabilities. It's particularly valuable for businesses expecting growth, as the platform can scale effectively. However, potential users should carefully consider their budget, required features and available resources for implementation and management when assessing this CRM.

Pros & Cons

  • Easy To Use: Many users report that Salesforce has a user-friendly and intuitive interface, making it accessible to both beginners and experienced users.
  • Good Vendor Support: Salesforce offers quality support. Users often mention that the company treats them more like partners than just customers.
  • Highly Customizable: Developers find that the level of customization provided by Sales Cloud helps them extend Salesforce's features effectively.
  • Scalability: Salesforce is suitable for companies of all sizes. It's a long-term solution that can adapt to evolving organizational needs.
  • Learning Curve: While the interface is user-friendly, users need proper training to use Salesforce efficiently, especially for more advanced features.
  • Cost: Several users, particularly from smaller organizations, point out that the overall price can be a concern for businesses with limited budgets.
  • Resource Intensive: While Salesforce can do almost anything, it often requires a dedicated team and skilled resources to manage it effectively.

Key Features

  • Sales Forecasting: You can build accurate sales projections and custom forecast types based on various data points, measures and dates to get a clear picture of your future sales performance.
  • Lead Management: With Sales Cloud, it’s easy to capture leads, manage campaigns and convert opportunities into sales. You can create forms on your website, use LinkedIn ads or have AI chatbots talk to potential customers.
    • AI-based Lead Conversion: The Einstein Lead Scoring tool analyzes past conversion patterns to predict which current leads are most likely to convert, helping you prioritize the most promising prospects.
  • Integration Capabilities: Connect Salesforce with your favorite tools and platforms. A wide range of plugins is available, enabling you to create a smooth workflow across all your applications.
  • Reporting and Analytics: While the reporting system is user-friendly, quick and can generate real-time reports, it also offers flexibility for more advanced users who want to customize their reports. You can also create reports for territories and collaborative forecasts.
  • Mobile App: Salesforce’s mobile app lets you create, edit and view records for accounts, campaigns, cases, contacts, forecasts and leads. Additionally, you can use Salesforce Chatter to see feeds, groups and people. What data you can access depends on your organization's settings.

Pricing

License/Subscription Cost
  • Based on a recurring subscription-based model: per user, per month (billed annually)
  • All products require an annual contract
  • Cost varies depending on the package selected — Lightning Essentials, Lightning Professional, Lightning Enterprise or Lightning Unlimited (refer to the pricing section for details)
Maintenance Cost
  • Included in the subscription cost
  • Users aren’t required to pay server fees or annual maintenance charges
  • Provides technical support and Help Center to resolve issues.
  • Streamlines the implementation process through videos, training and certification, a customer community, documentation, interactive tutorials, and webinars
Installation/Implementation Cost
  • The cost is over and above the subscription cost
  • Salesforce implementation can cost anywhere between $2,000 and $20,000, delivered within 2-3 weeks or 2 months
  • Salesforce implementation partners/contractors handle implementation, charging anywhere from $16/hour to over $190/hour
Customization Cost
  • Cost varies depending on the selected plan and any functional requirements added to the basic business requirements
  • Add-on charges include $50/user/month for knowledge base access and $250/GB/month for additional data storage capacity
Data Migration Cost/Change Management/Upfront Switching Cost
  • Cost varies depending on the amount of CRM data to be migrated, such as opportunities, cases, activities, contracts, orders, invoices, data duplication, data archiving and restoration
Recurring/Renewal Costs
  • Renewal cost is included in the subscription fee
  • Users may incur additional costs for premium support services, application administration, data archiving and restoration services chosen, if any
Zoho CRM
Zoho CRM
Start Price
$14
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Zoho CRM

Zoho CRM is a cloud-based CRM solution that serves businesses of all sizes and across various industries. It provides users with real-time data analysis, AI-powered sales performance optimization and extensive automation and customization. You can streamline workflows and improve sales efficiency with lead nurturing, deal management, and third-party integrations.

During our test run of their free trial, we loved working with standout features like the customizable dashboard, automated lead creation via the email parser and drop-down linking for account, product, lead and quote creation.

However, users report a learning curve associated with full feature utilization and customization. Additionally, some advanced features and functionalities require upgrades to higher tiers making it expensive for smaller teams. Overall, Zoho CRM offers an interoperable solution for businesses looking for a customizable, affordable CRM platform.

Pros & Cons

  • Work Offline: Users who mention this feature say the platform functions well even when used in offline mode.
  • Business Management: The system monitors business performance, populates the website with suitable visitors and keeps a tab on productivity and output, eliminating unmatched customers and removing hassle according to users who mention this aspect.
  • Affordable: Users said the software is budget-friendly as compared to other CRM systems and has considerably more adaptive features for the price.
  • Integrations: Reviewers appreciated Zoho’s integration with in-house tools that support unified workflows, flexibility and email functionality.
  • Learning Curve: Users mentioned some features and customization requires additional time and learning to implement.
  • Customer Support: Zoho’s customer support and inquiry resolution isn’t very responsive, according to users who refer to support. However, the chat support is comparatively better.
  • Lags and Delays: Reviewers noted there is sometimes a lag in notifications for email tracking and updates.

Key Features

  • Sales Force Automation: Automate tedious sales tasks such as lead generation and routing, data entry, email notifications, field updates and more. Optimize lead management, deal management, account management, contact management, and manage workflow and assignment rules.
  • Process Management: Enable your sales team to follow a standardized sales strategy. Use the blueprint feature to log offline processes such as order management or deal closure, ensuring consistent execution. Create automated approvals for common activities such as vacation time requests, capital expense reports and pricing discount requests. Additionally, you can set rules for assigning leads, escalating cases and validating CRM data.
  • Opportunity Management: Keep everyone’s antennas tuned to the same channel with Zoho’s activity tracking for all customer interactions like emails, calls, tasks and notes. Create deals and associate them with campaigns with drop-down fields and generate multiple pipelines using the standard template or your own personalized fields You can create a custom Kanban view using dropdown options and fields.
  • Multichannel Support: Connect with your email platform to send emails directly from the CRM. Connect your brand’s social media channel to respond in real-time, follow relevant conversations and automate lead generation. Use the Phonebridge integration to enable sales reps to easily log and track information from calls. You can also embed live chat and lead capture forms on your website to facilitate sales, marketing and customer service efforts.
  • Sales Enablement: Aid sales reps in their daily jobs using features like quotes and purchase orders (via integration with Zoho’s Finance Suite), a documents library, integration with Zoho’s presentation and document creation applications, and external-facing portals for partners and vendors. It also offers a calendar, a feature called SalesInbox for prioritizing the most lucrative emails, a web meeting platform through the Zoho Meeting integration, real-time notifications, collaboration feeds and more.
  • Performance Management: Gauge how a product, team or region is performing with forecasting tools. Group customers based on shared attributes (region, product, etc.) with territory management and gamify elements to encourage friendly competition that boosts performance among sales reps. Zia can also help improve performance by helping you target leads that are most likely to generate revenue. Your sales reps can engage with website visitors via chatbots for web and mobile, so every query receives attention even if they’re away from their desks.
  • Marketing Automation: Streamline marketing efforts by segmenting customers using a range of criteria, automating lead nurturing follow-ups, creating code-free web forms to gather customer information, scanning and uploading business cards, and analyzing campaign spending. Use capabilities like end-to-end event management, email campaign capabilities, surveys, and marketing details like budgets and performance metrics. A hierarchy feature lets you hook sub-campaigns to related main campaigns.
  • Team Collaboration: Use Feeds as a central location for collaborating, sharing announcements and offering advice. You can integrate chat functionality to facilitate everyday tasks and automatically send real-time sales updates. Users can leave notes on records or activities and tag other team members. Other features include groups for collaborating around specific events or for specific purposes, as well as project management tools via integration with Zoho Projects.
  • Third-Party Integrations: Connect with more than 50 third-party apps for collaboration, document management, live chat, telephony, messaging, events and meetings, quote management, document signing, lead management, marketing automation, social media, storage and more. Integrations include G Suite, Office 365, Slack, Shopify, Mailchimp, Facebook Ads, QuickBooks, GoToWebinar, DocuSign, Dropbox and Zapier.
  • Security: Store critical business data in secure vaults, choose where you want your data stored (U.S. and EU data centers) and encrypt data fields. Use audit logs to track activity, enable two-factor authentication and designate which IP addresses users can use to log in. Real-time backups on multiple servers ensure you won’t lose data due to a system-based or natural disaster.
Dynamics 365 CRM
Dynamics 365 CRM
Start Price
$65
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Dynamics 365 CRM

A mix of praise and critique defines 2023 user reviews for Dynamics 365 CRM. Fans champion its robust customization, enabling precise tailoring to diverse business needs, like adding fields to track specific equipment rentals or crafting workflows for complex approval processes. This flexibility, some say, surpasses competitors like Salesforce, where out-of-the-box options might constrain unique workflows. Yet, this very strength can be a double-edged sword. Detractors find the customization curve steep, requiring significant IT expertise or costly consultant guidance, unlike the more user-friendly setup of HubSpot. Integration shines as a clear win for Dynamics 365. Seamlessly blending with Microsoft's ecosystem, including Outlook and Teams, streamlines communication and boosts collaboration. Imagine pulling CRM data directly into an email or setting up team meetings from contact records – a breeze for Dynamics users, while competitors often require clunky workarounds. However, pricing structure remains a sore spot. While subscription fees are competitive, the extensive customization often necessitates additional add-ons and consultancy, potentially inflating costs compared to more all-inclusive options like Zoho CRM. Ultimately, reviews suggest Dynamics 365 excels for businesses seeking in-depth customization and Microsoft integration, willing to invest time or resources in setup. For those prioritizing ease of use or budget-friendliness, alternatives might be a better fit. The key takeaway? Choose the CRM that complements your unique needs and technical capabilities.

Pros & Cons

  • Easy to Use: 98% of reviewers referencing usability felt the software is user-friendly.
  • Improved Productivity and Efficiency: The system aids efficiency and productivity, as observed by every user who talks about this aspect.
  • Customer Relationship Management: 95% of the reviewers who reference this aspect noted that it aids a positive customer experience.
  • Customization: Adding or removing fields is simple and doesn’t require technical help, as observed by more than 85% of reviews mentioning this feature.
  • Integration: Important integrations such as Power BI, Cortana, Azure and Office are of great help, as noted by 92% of the reviewers who refer to this element.
  • Learning Curve: According to 90% of the reviewers talking about this factor, new customers require a bit of training, which is time consuming.
  • Pricing: Microsoft Dynamics 365 is expensive, as observed by every user mentioning cost.
  • Slow Performance: At times, the platform takes time to sync and perform simple tasks, as observed by almost 70% of reviewers referring to this aspect.
  • Navigation: 90% of the reviews about this feature mentioned the navigation is complicated, especially for new users.

Key Features

  • Campaign Builder: Set up and execute campaigns via a visual building tool, and design customer journeys by arranging templates using the drag-and-drop interface. It’s also possible to set triggers based on a range of rules, choose segmented groups, assign emails, include events or surveys, and more. 
  • Dashboards: Access a host of metrics related to leads, revenue and other data sources from dashboards and customize them to show the most important KPIs. Dashboard types include: 
    • User Dashboards: Visible to and controlled by individual users. 
    • System Dashboards: Visible to everyone, with the option to reduce visibility to certain roles. Customized and controlled by system admins. 
  • Lead Nurturing: Account-based marketing features provide capabilities such as customer segmentation, personalized email content and performance metrics. Build buyer journeys and set rules that define a lead’s score based on the individual lead record, the related contact or the related account. 
  • Integrations: Apart from the Dynamics 365 toolset and other MS applications, the platform integrates with partner systems. Integration with Zapier offers access to more than 1,500 apps, ensuring greater extendability. 
  • Event Management: Control all aspects of events, from registrations and speakers to sessions and venue logistics from an event portal. It integrates with ON24 and other providers to support running webinars. 
  • Customer Service Insights: Powered by AI, machine learning and BI tools, this feature helps track KPIs visually for at-a-glance insights. Monitor: 
    • Customer satisfaction levels
    • A range of case metrics
    • Backlog trends
    • Incoming support topics
    • Engagement patterns
    • Support agent performance
  • Customer Insights: This add-on feature uses AI to support marketing efforts. 
    • Use Microsoft Graph to input audience intelligence.
    • Build triggered workflows with Microsoft Flow.
    • Customize reports and dashboards with the Power BI connection.
    • Microsoft PowerApps enables custom app creation.
    • Governance tools and security features ensure GDPR compliance and data privacy.
HubSpot CRM
HubSpot CRM
Start Price
$1,080
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked HubSpot CRM

HubSpot CRM is a free platform that supports the marketing and sales efforts of small to mid-sized businesses with features such as lead intake, deal management, ticket issues and more. It’s easy to use, unified and offers robust workflow management automation. A couple downsides reviewers observed include the limited functionality of the mobile app and the integrations mainly geared toward e-commerce. All in all, businesses looking for marketing and customer management at no cost will find HubSpot CRM is a solid option.

Pros & Cons

  • User-Friendly: 86% of users mentioning this aspect observed that HubSpot CRM is easy to use and install without much hassle.
  • Workflow Management: Well-constructed workflows enable timely follow-ups, according to 76% of users mentioning this feature.
  • Report Generation: It's easy to upload and export reports, as indicated by 53% of reviews referring to reporting.
  • Automation: This feature makes it easy and faster to conduct daily professionals tasks, as noted by 60% of users referencing it.
  • Affordable: 55% of reviews mentioning price suggested the application is inexpensive for the features offered.
  • Unified Solution: A simple, unified dashboard makes it easy to carry out multiple activities, according to 66% of reviews that mentioned this aspect.
  • Mobile Application: 50% of reviews about the app suggested it’s inefficient and limited to monitoring the status of customer requests.
  • Integration: The platform lacks basic third-party integrations, with 63% of reviews on the subject saying the integrations are primarily beneficial for e-commerce businesses.

Key Features

  • Pipeline Tracking: Auto-populates data from new deals and eliminates manual entries in forms. Add, edit and delete stages and properties from entered deals without help from IT. 
  • Lead Management: Helps sort and filter a prospect’s information based on geography, company size and number of visits. Custom views aid tracking prospects for optimum outreach. 
  • Monitoring: Monitors and gives insight on a prospect’s website activity, and identifies new prospects that visit the company’s website. 
  • Email Tracking and Notifications: Tracks sent emails, activities and aligns timed follow-ups for optimum sales growth. 
  • Email Templates: Promotes effective outreach and communication by making it quick and easy to draft emails. 
  • Scheduling: Syncs Google and Outlook meetings, making it easy to pick available time slots. Also helps schedule team meetings with prospects to maintain relationships and increase sales. 
  • Reporting: Generates customizable reports and dashboards that enable sharing metrics with team members, which help stimulate business growth. 
  • Live Chat: Enhances customer experiences and reduces the chances of a prospect slipping through the cracks by enabling support agents and sales reps to solve the queries of existing and interested customers in real time. 
Insightly
Insightly
Start Price
$29
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Insightly

Insightly helps users track contacts through the customer lifecycle to increase sales and productivity, improve customer relationships and manage projects efficiently. It excels in capabilities such as customization, ease of use, contact management and more. However, features like reporting and dashboards have room for improvement. Users also pointed out that customer support isn’t as quick and attentive as it could be. Reviews on price are mixed, with some saying it’s justified for the features it offers, while others consider it a bit expensive. Overall, it’s a good fit for small businesses that are looking for a robust CRM within a decent budget.

Pros & Cons

  • Customer Relationship Management: Communicating with customers and nurturing relationships is effortless, as observed by every reviewer who references this capability.
  • Ease of Use: According to 85% of reviewers who mention this aspect, the software is easy to navigate.
  • Integration: 70% of users who refer to integration noted that the platform seamlessly integrates with Gmail, Mailchimp, Slack, calendar apps, social media platforms and more.
  • Project Management: The software aids efficient project management, according to 95% of reviewers who reference this feature.
  • Task Management: It’s easy to create, track and organize tasks, according to every reviewer who mentions task management.
  • Contact Management: The capabilities for managing a contact directory are exceptional, according to 95% reviewers who refer to this feature.
  • Customer Service: 70% of reviewers who mention customer support felt it was slow and could be more responsive and attentive.
  • Reporting: This feature is very basic and doesn’t offer many options to customize, according to more than 70% of reviewers who refer to it.

Key Features

  • Lead Management: When a new lead enters the system, the software uses criteria you set up to automatically assign leads and tasks to sales reps. Each lead’s social profiles are automatically attached to their record. You can use web pages to capture leads while removing spam, and Insight Cards reveal duplicate records for better data quality. 
  • Opportunity Management: Customizable pipelines with a kanban view organize leads, which can be dragged and dropped to each new stage. Sales reps can drill down to view a deal’s call and email history, notes, proposals, and contracts. 
  • Email Automation: Features include templates, mass emailing capabilities, list segmentation and scheduling. The platform lets you save emails from your inbox and has a search functionality. 
  • Calculated Fields: Insightly enables you to use your CRM data to implement business logic and mathematical functions within the platform. You can create calculated fields for any number of items. Examples include commission, region assignment, working hour totals and remaining balance. It’s also possible to add fields to dashboards. 
  • Workflow Automation: This feature enables a variety of actions, such as assigning tasks, updating data, sending emails and transforming closed deals into projects. Insightly also contains webhooks and AWS Lambda functions for extended automation. 
  • Contact Management: The system stores all contact records — customers, prospects and more — in a single location. Multiple list views aid in organizing and searching contacts. Individual records contain all relevant information about the contact and support custom fields for further personalization. They also include a full list of interactions with your company along with details about who your contact knows. 
Streak CRM
Streak CRM
Start Price
$0
Free, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
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Why We Picked Streak CRM

Built into Gmail, Streak ensures efficient email marketing, as users can check if an email is opened or read, deliver mass emails, send follow-ups, schedule emails and more. Additional strengths include data organization and greater productivity via G Suite integration. However, the free version has restrictions on how many emails can be tracked and doesn’t offer detailed tracking data. Reviewers also noted that the user interface needs improvement and that there are technical issues to address. Overall, it’s a decent software with a number of useful features.

Pros & Cons

  • Email Marketing: Robust features include open and read rates, bulk emails, scheduling and more, according to more than 82% of users who mention email marketing.
  • G Suite Integration: The software ensures efficient process by connecting with G Suite, as noted by almost 90% of reviewers who mention this aspect.
  • Free Plan: Every user who references the free plan indicated it’s very useful and caters to almost every requirement.
  • Centralized Data: The software aids efficient data management, as noted by every reviewer who mentions this feature.
  • Reminders: Every user who refers to this feature liked the ability to frequently follow up
  • Ease of Use: More than 62% of reviewers who reference this feature noted the platform is easy to navigate.
  • Customer Communication: Streak aids effective customer engagement according to all users who mention this feature.
  • Customer Support: According to almost 60% of users who mention this element, the customer service needs improvement, with slow responses and irregular quality cited as a couple issues.
  • Lack of Free Features: While the free plan is useful, 80% of reviewers felt it would be helpful to have more features.
  • Location: Every user who mentions this feature observed that the software doesn’t reflect senders’ geographical location.

Key Features

  • Pipelines: Streak CRM lets you create an unlimited number of pipelines, and with a Professional or Enterprise plan, you can also create unlimited rows (called items) within each pipeline. Filters, groups, sorting and search features let you configure pipelines based on the view you need and then save that view to share with team members. You can also link related pipeline items for quick navigation between the two. 
  • Boxes: Each box represents a contact, lead or whatever else you want to track. They act as the building blocks of your pipeline and are what you move through the stages. Boxes can contain information like emails, contacts, comments, notes, tasks, file attachments, data fields and more. 
  • Customizable Workflows: The software allows you to configure your workflow to fit your processes. You can add, delete or move pipeline stages, as well as color-code them for easy tracking. 
  • Alerts: The view tracking feature sends a notification when a recipient reads your message. You can sort emails in your Sent folder based on whether they’ve been viewed or not, so it’s clear which contacts require follow-up. 
  • Mail Merge: If you need to send mass emails that include personalization, this feature has the necessary capabilities. You can pull data from your pipeline to personalize elements like company info or recipient name. The preview mode lets you proof emails before sending. 
  • Send Later: You can schedule emails to send at a predetermined time and edit or cancel them from the draft view. 
  • Snippets: With this feature, which acts as a template, you can create a library of most-used emails to reuse whenever needed. Shortcuts allow you to insert the content quickly. The templates are shareable among team members. 
  • Reporting: Available with the Professional and Enterprise plans, this feature lets you generate reports based on the data in your pipelines. The system offers built-in sales and pipeline reports that can be customized, downloaded and shared via email. Sales reports let you track information like the total value currently in your pipeline, the value per stage, close rate, projected close value and more. Pipeline reports include total interactions, stage flow, the number of boxes assigned to each user and the number of boxes in any given stage. 
  • Permissions: With a Professional or Enterprise plan, you can control who views and edits information in the system. Owners act as the administrators, with the ability to edit teams, roles, pipelines and other settings. Members are limited to viewing pipelines and contacts, and can’t change user roles or team members. 
Infusionsoft
Infusionsoft
Start Price
$159
Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
Mac Windows Linux Chromebook Android
Request Pricing Request Demo

Why We Picked Infusionsoft

Infusionsoft by Keap is a comprehensive CRM platform that helps SMBs automate processes, connect with prospects and customers, and increase ROI. As many reviews noted, the price is on the high end for a small business, and it has some features that work best for enterprises. It also has a learning curve and limitations with storage and custom fields. However, it provides robust email marketing and campaign management tools, and its wide range of automations can save users a lot of time. There are mixed reviews about customer service, as some find it satisfactory while others believe it’s inadequate. Overall, the product can be a good choice for companies with a large enough budget.

Pros & Cons

  • Process Automation: Every user who mentions this feature notes the system has vast automation scope including automating customer acquisition and marketing processes.
  • Campaign Builder: It offers a robust, flexible and feature-rich campaign builder with excellent controls, as observed by 85% of reviewers who reference campaign management.
  • Email Marketing: According to almost 90% of reviewers who mention email marketing, Infusionsoft by Keap has a responsive, user-friendly interface that aids segmentation, sends mass emails and offers templates.
  • Contact Management: 85% of users who reference managing client databases feel it’s possible to manage databases efficiently with the ability to create, organize and configure contact lists.
  • Learning Curve: The system is confusing to learn, requires a lot of training and has some features that are hard to find, as noted by more than 80% of customers who refer to training.
  • Price: The cost of the software is on the higher side, according to 90% of reviewers who mention pricing.
  • Custom Fields: It’s difficult to search fields and the platform doesn’t support more than 100 fields, according to every user who mentions custom fields and tools.
  • Document Storage: It doesn’t store documents or client information internally or in the cloud, as indicated by each customer who mentions storage.

Key Features

  • Customer Relationship Management: Infusionsoft’s CRM platform acts as the central hub for sales and marketing efforts. From it, you can segment lists, automate lead data entry, sync client emails from your other accounts to the correct contact record and identify the best opportunities with lead scoring tools. 
  • Marketing Automation: Build efficient processes using a variety of marketing automation settings. Campaign sequences are easy to create using the drag-and-drop interface, and you can set up workflows by defining triggers based on user actions. A/B testing is also supported. 
  • Sales Pipeline: The software allows sales reps and managers to nurture leads through the pipeline. The Infusionsoft by Keap app facilitates the creation and management of custom quotes, which customers can accept with a single click. 
  • Online Sales: Using this feature, you can generate unique landing pages. The interface is drag-and-drop, and templates make the process quick and easy. Add elements like text and images, as well as define which products to include. The system is also equipped to process online payments and will send automatic follow-ups to customers based on the sequence you choose. 
  • Integrations: Infusionsoft plugs into a host of third-party apps that extend your capability. E-Commerce integrations include Magento, WooCommerce and Shopify. You can also connect the platform to Zendesk, QuickBooks, Xero, Zapier, Vimeo, WordPress and a host of other tools. 
  • Payment Collection: Simplify the process of collecting payments on time. The system allows you to set up automated reminders and shows which customers have paid and which have outstanding balances. The connected platform removes the need to juggle multiple tools. Infusionsoft offers a flat rate for every transaction. 
  • Analytics: Take the pulse of your business with the analytics dashboard. It tracks a number of KPIs such as email conversions, quarterly sales and number of contacts. This provides insight into every aspect of your marketing and sales efforts, along with informing decisions. 

Pricing

License/Subscription Cost
  • Recurring subscription-based model: per user, per month, plus maintenance, implementation and backup support
  • All plans are billed monthly according to the annual contract
  • All plans come with a mandatory one-time setup fee called Kickstart package for new customers
  • Costs vary depending on the plan selected, based on the level of consulting and implementation help businesses require
Maintenance Cost
  • Included in the subscription cost
Installation/Implementation Cost
  • Included in the subscription cost
Customization Cost
  • Varies depending on the functional requirements added in the product module, such as sales force automation, marketing automation and eCommerce capabilities. This is based on the organization’s business requirements
Data Migration Cost/Change Management/Upfront Switching Cost
  • Cost varies depending on the amount and type of data to be migrated from the legacy system, availability of migration tools, data profiling, data cleansing and audit trail of the migration process
Training Cost
  • Cost is over and above the subscription cost and varies depending on the type of plan chosen
  • Provides an initial training program for first-time users. Users need to enroll and pay for the training course
  • Provides embedded links, including walkthrough features and video tutorials, after initial training is completed
Recurring/Renewal Costs
  • Cost is included in the subscription fee, based on the number of users, additional add-ons and the plan purchased
Freshsales
Freshsales
Start Price
$9
Per User, Monthly
Company Size
Small Medium Large
Deployment
Cloud On-Premise
Platform
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Why We Picked Freshsales

Suitable for SMBs, Freshsales provides easy-to-use tools for sales management, customer engagement and lead management. Its hassle-free configurations and intuitive interface are some standout features noted by reviews. Users also appreciate its ability to manage customer information efficiently and its broad lead management capabilities. However, the free plan doesn’t include useful features, adding advanced features gets costly and there are some technical issues that hinder usability. While integrations with other Freshworks products and Zapier are helpful, important third-party integrations such as LinkedIn and Hubspot are missing. Overall, it has a lot to offer and can be a good choice for smaller operations.

Pros & Cons

  • Ease of Use: 97% of reviews talking about usability noted the system is user-friendly.
  • Interface: The user interface is simple, fast and can be navigated easily, as observed by 96% of reviewers who mention this feature.
  • Lead Management: According to 90% of users who talk about this feature, it helps generate, track, upload, convert, research and organize leads effectively.
  • Contact Management: The system helps store client information efficiently and find data quickly, as reported by 94% of users who reference this feature.
  • Configuration: 80% of reviewers who mention configuration asserted the system is easy and quick to set up.
  • Price: Although a free plan is available, it doesn’t include a lot of options, and adding advanced features gets expensive, according to 65% of reviews referencing cost.
  • Technical Glitches: Every user who talks about this aspect observed there are quite a few technical issues with APIs, migration and more.

Key Features

  • Smartforms: Automatically create new leads after visitors sign up on a web form, providing data from social media profiles, photos and activities on the website. 
  • 360-Degree Customer View: Access customers’ social profiles, products bought, website, interactions and appointments from a single screen. 
  • Velocity Reports: View the time required to convert qualified leads into customers and understand the stages in which sales reps are stuck. 
  • Revenue Analytics: Identify star performers, successful campaigns and leading territories using detailed revenue metrics.  
  • Push Notifications: Push notifications are sent whenever a new lead, task or deal is assigned to users and also offer reminders of upcoming meetings. 
  • Custom Reports: Track sales managers’ performance and sales figures using custom reports with tables and charts. Schedule reports to be delivered on a given date. 
  • Auto Profile Enrichment: Automatically enriches leads, contacts and accounts with their social and publicly listed information such as photos, company details and social profiles.  
  • Email Tracking: Real-time notifications on email opens and clicks facilitate prompt responses and optimize marketing efforts. 
  • Deal Status: Understand deal status in a better way by tracking deal value and the number of deals under review. 
  • Visual Sales Pipeline: Locate deals across stages and get a better view of the pipeline by sorting and filtering. 
  • Third-Party Integrations: The Marketplace provides third-party apps that can be integrated with Freshsales. Connect with Google Sheets, MailChimp and more via Zapier. 
  • Mobile App: With Android and iOS apps, record voice notes, move leads through pipeline stages, check in to meetings, view calendar, log calls and receive notifications. 
Spiro
Spiro
Company Size
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Deployment
Cloud On-Premise
Platform
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Why We Picked Spiro

Spiro enables SMBs to simplify their sales and communications with a user-friendly platform that’s built on AI. Given the central role AI plays, it stands out as a feature many users find to be helpful, particularly when paired with BI to improve sales efficiency. The built-in calling and messaging feature helps users stay connected to prospects, increasing the chances of conversion. Reviews also report that customer support is timely and helpful. Some limitations include slow functionality while reporting and inaccurate automatic data capturing. Overall, those looking for a solution to handle many sales activities without using a traditional CRM product may find it to be a good choice.

Pros & Cons

  • Ease of Use: The software is easy to use and customize to meet business processes and sales requirements, according to 83% of users referencing this aspect.
  • Artificial Intelligence: All reviews on this feature say the combination of AI and BI helps the sales team to work more fluidly and more efficiently.
  • Customer Service: The turnaround time and product understanding offered by the support team is very helpful, suggest 100% of reviews citing customer support.
  • Data Capturing: Automated data entry lacks precision and isn't streamlined enough for immediate business use, note 66% of users mentioning this feature.
  • Analytics and Reporting: The lack of proper filtering and functions slow processes down even with automation in place, in the experience of 66% of users reviewing this element.

Key Features

  • CRM Capabilities: While not a traditional CRM, it executes data collection, automatically gleaning information from emails, text messages and calls to measure engagement levels. 
  • Pipelines: Provides a clear view of each deal and has the option to create multiple pipelines to fit internal processes. Offers different views, such as by sales or stage priority. 
  • Analytics and Reports: Understand prospects, customers, opportunities and forecasts better through objective analysis of customer engagements at every stage. Report types include chart, pivot, summary and tabular. 
  • Mobile Apps: Apps for iOS and Android devices allow access to pipelines, reports, contacts, leads and customer records on the go. 
  • Integrations: Connect with many other types of business platforms, including CRM, ERP and customer support, along with tools like Slack, Office 365, Gmail and Outlook. 
  • Email: Supports emailing up to 500 contacts at once along with the option to schedule the emails in advance. Includes reusable templates for common types of messages. Integrate with a marketing automation solution to receive full email marketing capabilities. 
  • VoIP: Available on desktop or via mobile app. Includes one-click dialing, text message support, call recording, interactive

COMPARE THE BEST CRM For Commercial Real Estate

Select up to 2 Products from the list below to compare

 
Product
Score
i
SelectHub’s Analyst Rating is based on data from our 400+ point analysis of CRM For Commercial Real Estate, user reviews, and our own crowd-sourced data from our free software selection platform. Scores are periodically updated via ongoing selection projects and user activity within our platform.
Start Price
Free Trial
Company Size
Deployment
Platform
Logo
Pipedrive
$14.90
Annual, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Pipedrive
Salesforce Sales Cloud
$25
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Salesforce Sales Cloud
Zoho CRM
$14
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Zoho CRM
Dynamics 365 CRM
$65
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Dynamics 365 CRM
HubSpot CRM
$1,080
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
HubSpot CRM
Insightly
$29
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Insightly
Streak CRM
$0
Free, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Streak CRM
Infusionsoft
$159
Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Infusionsoft
Freshsales
$9
Per User, Monthly
Yes
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Freshsales
Spiro
Still gathering data
No
Small Medium Large
Cloud On-Premise
Mac Windows Linux Chromebook Android
Spiro

All CRM For Commercial Real Estate (150 found)

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Crexi Pro

by CREXi
Crexi Pro
Crexi Pro is an advanced software solution designed to streamline lead management and customer relationship management (CRM) tasks, making it particularly beneficial for professionals in the commercial real estate industry. It offers a comprehensive suite of features that facilitate efficient tracking and nurturing of leads, enhancing user productivity and engagement. The platform's robust analytics and reporting tools provide valuable insights, enabling users to make informed decisions. Unique benefits include its user-friendly interface and seamless integration capabilities, which simplify complex processes. Users often praise its intuitive design and the ability to customize workflows to suit specific business needs. While pricing details are not explicitly available, potential users are encouraged to contact SelectHub for a tailored quote. Crexi Pro stands out for its specialized focus on real estate, offering a competitive edge in lead management and CRM compared to more generic solutions.
Cost Breakdown
$100 - $500
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SALESmanago

by SALESmanago
SALESmanago
SALESmanago is a complete AI-powered solution that delivers configurable, personalized experiences across a range of native and integrated marketing execution channels. It accomplishes this by combining advanced analytics and AI automation. Users can deliver enhanced customer experiences and improve metrics and KPIs. Capabilities include web push, website personalization, social proof, live chat, predictive analytics, advertising, a data management platform, A/B/X testing and optimization, loyalty programs and more.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
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SalesJunction

by SalesJunction
SalesJunction
SalesJunction is a web-based platform that helps manage sales force automation and nurture customer relationships. Designed for SMBs, it offers affordable services for businesses. It includes sales workflows, data import, reporting and advanced search. It offers a 15-day free trial, enabling users to make informed business decisions. It employs robust security measures to keep users’ data safe.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$10 or less
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SAP Sales Cloud

by SAP, Inc.
SAP Sales Cloud
SAP Sales Cloud is a sales automation platform that combines analytics, AI-driven insights and extensive lead management capabilities to simplify your sales operations. Whether you're generating quotes, managing contracts or forecasting sales, it offers end-to-end functionality to support your entire sales cycle.Best suited for medium to large enterprises, particularly those already using other SAP products, this CRM solution works well for organizations with complex sales processes and substantial customer data. While it offers solid features for sales teams of all sizes, it's especially valuable for businesses that prioritize data-driven decision-making.Users like the platform's strong analytical tools, 360-degree customer views and process automation features. However, some note that the learning curve can be steep and smaller organizations might find the implementation process challenging without technical expertise. The platform occasionally faces performance issues, and integration with non-SAP systems often requires additional resources.SAP Sales Cloud requires a significant investment, starting at $134 per user monthly, with additional costs for implementation and customization. The initial setup might require technical support or consulting services.Our Research Process for SAP Sales CloudTrying to understand SAP Sales Cloud was a bit of an adventure! While I started with the free trial, I quickly realized the basic plan wouldn't show me the full picture. So, I rolled up my sleeves and dug deeper. I spent time watching demos and tutorials to understand the advanced features. However, the real insights came from my conversations with SAP consultants and people who use the platform daily. Their firsthand experiences were eye-opening.To get an even broader perspective, I probed into user reviews on G2 and studied various case studies from SAP. I also relied heavily on SelectHub's detailed analyst reports to verify my findings. And yes, I even tested their Android app to see how it performed. This combination of hands-on testing, expert interviews and extensive research helped me get a complete idea of what SAP Sales Cloud really offers.
User Sentiment User satisfaction level icon: great
Cost Breakdown
$100 - $500
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RealSavvy

by Real Savvy
RealSavvy
RealSavvy is a comprehensive real estate CRM and collaboration platform designed to streamline the workflow for real estate professionals. It offers a robust suite of tools that facilitate client management, lead generation, and team collaboration. The platform is particularly well-suited for real estate agents, brokers, and agencies seeking to enhance their client engagement and operational efficiency. RealSavvy's standout features include its integrated IDX websites, customizable search capabilities, and a dynamic CRM system that supports seamless communication and task management. Users appreciate its intuitive interface and the ability to manage multiple aspects of their business from a single platform. While specific pricing details are not publicly disclosed, potential users are encouraged to contact SelectHub for a tailored pricing quote. RealSavvy distinguishes itself with its user-friendly design and powerful features, making it a valuable asset in the competitive real estate industry.
User Sentiment User satisfaction level icon: fair
Cost Breakdown
$100 - $500
Company Size
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Deployment
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SeoSamba

by SeoSamba
SeoSamba
SeoSamba provides digital solutions that automate all marketing efforts and support customer-focused tasks such as contact management, sales, ABM and more. Deployable both in the cloud and on-premises, it offers patent-pending, hybrid open source marketing, email, social media and more. It also offers SEO and blogging capabilities for SeoToaster and WordPress users. Free workflow automation saves time and effort.It hosts a brand review management module that tracks customer reviews, decreases the chances of unfavorable reviews, lists the best ones on the top and also automatically responds to critical reviews.
Cost Breakdown
$10 or less
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Spotler CRM

by Really Simple Systems CRM
Spotler CRM
Spotler CRM, a robust tool from Really Simple Systems CRM, excels in managing customer relationships by streamlining tasks such as contact management, sales tracking, and marketing automation. It is particularly well-suited for small to medium-sized businesses across various industries, including retail, finance, and technology, due to its user-friendly interface and comprehensive features. Users benefit from its seamless integration capabilities and powerful analytics, which provide valuable insights into customer behavior and sales performance. Unique features like customizable dashboards and automated workflows enhance productivity and efficiency. Compared to similar products, Spotler CRM is praised for its intuitive design and reliable customer support. Pricing details are not readily available, so it's advisable for potential users to contact SelectHub for a tailored quote. This ensures that businesses can align the CRM's capabilities with their specific needs and budget, making it a versatile choice for enhancing customer relationship management.
Cost Breakdown
$10 - $100
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Kloudville

by Kloudville
Kloudville
Kloudville offers a comprehensive software solution designed to streamline business support and customer relationship management (CRM) tasks. It is particularly well-suited for industries such as telecommunications, retail, and manufacturing, where managing complex customer interactions and business processes is crucial. The platform stands out with its robust features, including order management, billing, and customer engagement tools, which enhance operational efficiency and customer satisfaction. Users appreciate its intuitive interface and the ability to customize workflows to fit specific business needs. Compared to similar products, Kloudville is praised for its flexibility and scalability, making it an attractive option for growing businesses. While specific pricing details are not publicly available, potential users are encouraged to contact SelectHub for a tailored pricing quote. Overall, Kloudville provides a dynamic and adaptable solution for businesses seeking to optimize their CRM and business support functions.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
Company Size
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Deployment
Cloud On-Premise
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SalesOutlook

by SalesOutlook, Inc
SalesOutlook
SalesOutlook is a comprehensive software that embeds into Microsoft Outlook and focuses on customer relationships and email marketing. Capabilities include automatic data sync, auto-saving of files and email correspondence, an inbox side panel that provides a complete view, an intuitive interface and instant visibility into necessary information. As a specialized add-on for a frequently used email client, it enables users to optimize efficiency and drive customer satisfaction. It’s also designed with multiple strategies to meet mobile computing needs. It's a good fit for growing companies, work groups, small enterprises, teams and large enterprises in a variety of verticals.
User Sentiment User satisfaction level icon: good
Cost Breakdown
$10 - $100
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Cloud On-Premise
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Omnna

by Specter Solutions
Omnna
Omnna is a cloud-based ERP for businesses of all sizes that aims to replace disparate legacy systems and provide a comprehensive end-to-end option for businesses looking to enhance their workflows. It manages processes for the supply chain lifecycle, point of sale, warehousing, customer relationship management (CRM) and more. It leverages artificial intelligence, integrations, customization and mobility to provide flexible and powerful functionality for a wide range of businesses.
User Sentiment User satisfaction level icon: excellent
Cost Breakdown
$100 - $500
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Pricing Guide

See the Price/User for the top CRM for Commercial Real Estate… plus the most important considerations and questions to ask when shopping.

Buyer's Guide

Commercial Real Estate CRM Software Is All About Providing Dynamic Tools To Help Realtors Meet Targets

By Manogna Matta, Technical Writer at SelectHub

Commercial Real Estate CRM Software BG Intro

Rome wasn’t built in a day. Even Ash Ketchum took 25 years to win his first ever Pokémon world championship. Similarly, it’s unlikely for realtors to close client deals in a single interaction. They need to engage customers over multiple conversations, respond to queries, track timelines and consistently follow up to make a sale. Commercial real estate CRMs help with everything realtors need during this process to maximize sales and revenue.

Looking for a way to streamline your team communication or improve lead and pipeline management? A commercial real estate CRM might be right for you. In this buyer’s guide, we’ll go over what it is, how it could help your business and how to pick the best solution.

Executive Summary

  • Commercial real estate CRMs help optimize lead management, client interactions, and sales and marketing teams’ performance.
  • Key features include contact management, follow-ups, transaction management, marketing tools, reporting and analytics.
  • Be sure to create a list of requirements and ask potential vendors specific questions about the software before making a purchase.
What This Guide Covers:

What Is Commercial Real Estate CRM Software?

Commercial real estate CRM software is a system designed to meet the unique needs of realtors. It allows them to build stronger customer relationships and keeps all their data in a centralized database.

Gone are the days of scribbling client info on sticky notes and or trying to tame a spreadsheet. Commercial real estate CRMs help make contact management easier. By organizing and automating contact management processes like recording and updating customer interactions, these systems minimize confusion.

It excels at sales pipeline management and lets you stay on top of client activities by providing full funnel visibility. You can see where exactly a lead is in the timeline and resolve bottlenecks to increase the speed and quality of lead conversions.

In the present hyper-competitive global marketplace, customers expect personalized, targeted and engaging interactions. Commercial real estate CRM software makes sure you deliver quality customer journeys and tracks them every step of the way.

With top-notch lead management, task management, reminders, tracking and transaction capabilities, the platform is a value-for-money investment.

Primary Benefits

Commercial real estate CRM solutions come with various tools designed to boost the quality and quantity of your sales. Let’s take a look at how they can benefit you below:

Commercial Real Estate CRM Benefits

Enhance Client Communication

Top commercial real estate CRMs allow you to create a custom local database. They let you seamlessly import existing customer data and connect clients with properties.

CRM For Commercial Real Estate Categories

Many realtors use multiple channels for client interaction, including email, texts, calls, social media and in-person. The system helps streamline all communication in a centralized platform, thereby improving team collaboration who can refer to a single source of data.

The platform comes with capabilities for tracking properties, records, documents and interactions. You can also track client information such as neighborhoods of interest, budget or preferred locations. This feature helps realtors personalize customer communication and increases the chances of a purchase.

Realtors need to consistently engage in multiple client interactions before they can seal the deal. With tools for follow-up, reminders and scheduled communication, a commercial real estate CRM helps engage and nurture leads. It reduces time spent on customer conversations while enhancing their efficiency.

Improve Lead Management

Commercial real estate CRM platforms come with robust pipeline management capabilities that provide a bird’s-eye view of the sales timeline. You can identify bottlenecks in the process and track where leads are in the funnel. This ensures no deals slip through the cracks and allows teams to make improvements in real time.

The solution paves the way for better and easier lead segmentation. You can import leads from internal or external sources and auto-assign them to agents. Prioritize and segment leads based on parameters like budget, location, timeline or even zip code. Visualization tools enable you to view properties on a map that help improve clarity and eliminate delays during lead interactions.

Optimize Sales and Marketing

With tools for creating and evaluating the success of targeted campaigns, you can boost team productivity. Smart reporting tools, forecasting and analytics allow you to anticipate and stay ahead of client needs. It provides a clear picture of customers and where you need to be to meet your revenue targets.

By tracking and measuring sales and marketing departments’ performance, commercial real estate CRMs ensure your teams stay accountable. You can also integrate the platform with several third-party apps to extend its capabilities. This allows your teams to customize the system to their unique needs and get more done in less time.

Key Features & Functionality

Contact Management

By organizing customer data, you speed up communication and have information readily available at your fingertips. This feature manages client and property details, including emails, phone numbers, photographs, a list of properties and more.

The automation capabilities update new client information as it comes in and record valuable customer data in a single place.
Follow-ups and Reminders

Another noteworthy tool that helps schedule communication so leads don’t slip through the cracks. Automatic messages, reminders and follow-up emails enable proper lead nurturing and keep deals moving through the pipeline.
Transaction Management

You can track and manage transactions, contracts and lease agreements. Your teams can be on the same page by sharing relevant information, asking for updates and adding notes to query transactions.

The centralized platform enables you to view activities at a single glance — be it for monitoring transaction progress or tracking down missing or overdue payments.
Email Management

You can optimize your email campaigns and email marketing. The solution lets you personalize emails so you don’t lose deals due to generic and non-targeted interactions. By tracking and recording responses, commercial real estate CRM software provides detailed insights into campaign performance.
Reporting and Analytics

This feature enables you to view customer data in a highly visual, customized and engaging manner. You can track your teams’ productivity and monitor various KPIs, like the length of sales cycles, where a deal is likely to fall through and which activities get you the best results.
Marketing Tools

The system offers various integrations to track activities and create strategies to market commercial properties. With tools for building mass email campaigns, generating branded marketing collateral and integrating social media, you can launch effective marketing campaigns to maximize revenue.
Mobile Platforms

CRE reps and agents are always on the run. It’s critical to have a CRM that you can access anywhere — on Mac, PC, smartphone or tablet. Update and access vital customer data in real time to close more high-quality client deals.

Software Comparison Strategy

While many commercial real estate CRM systems have similar features, it can be overwhelming to decide which solution is actually best for your business.

Start by evaluating your current platform. How well does it meet your business needs? Where is it satisfactory, and where does it fall short? Make a list of requirements to help guide your software selection process. Which features would best suit your business? Tools for marketing and property database integration are a must.

You can ask your peers for recommendations. Industry guides and online reviews on Quora and Reddit are also good sources of information.

Define the budget, time and resources you can dedicate to implementing the software. Many vendors offer free trials or less advanced software versions free of cost. Test drive such options before committing to a purchase.

Take a deeper look at how your team collaborates. Do you have remote or hybrid teams? In that case, a cloud CRM solution will serve you better than an on-premise one. Cloud CRMs provide mobile platforms that are useful when your team is on the road. It’s a plus if you can update data offline and operate the system during spotty connectivity.

Which apps do you use on a daily basis? Check with your vendor about the integrations they offer. Many solutions also integrate seamlessly with realtor websites and allow you to track interactions from various touchpoints.

How customizable is the software? Customizability options and templates enable your teams to tailor the platform to their unique needs. Take note of how scalable the software is so you don’t risk outgrowing your software capabilities as your business expands.

Take into account how the software interface looks and feels. It should be easy to navigate, intuitive and visually appealing.

Another aspect to consider is vendor support. How quickly and effectively do they respond to queries? Do they have knowledge bases or a 24/7 live chat option in place? Thoroughly evaluate the security measures they provide and how often they back up data.

Cost & Pricing Considerations

Commercial real estate CRM solutions come in all shapes and sizes. Most vendors offer monthly, quarterly, half-yearly or annual subscriptions. Many of them charge based on the number of users per month. The price can range from $8 per user/month for an entry-level system to hundreds of dollars per user/month for an advanced solution.

There are a few vendors who charge a flat fee per month regardless of the number of users. These platforms are, however, usually expensive but can be a good investment for large businesses with many employees. Some solutions only reveal their prices upon request.

Many solutions offer free trials, demos or less advanced software versions free of cost. The final cost varies depending on features, storage, customizability and scalability options you need. It’s necessary to keep in mind hidden costs such as training or installation fees. If you pick an on-premise platform, you need to set aside a budget for a dedicated IT team.

The Most Popular Commercial Real Estate CRM Software

Jumpstart your software search with our research team’s list of the top three commercial real estate CRM products.

HubSpot Sales

HubSpot Sales stores all your leads’ data and activity in a centralized platform. It saves time through process automation, enhances team coordination and facilitates pipeline management.

With its reliable lead scoring tools, you can segment leads into targeted lists and boost lead conversion rates. Key features include sales automation, email tracking, quote generation and automated reminders.

HubSpot Sales

Contacts Menu in HubSpot Sales. Source

Dynamics 365 for Sales

Equipped with AI, Microsoft Dynamics 365 for Sales helps improve sales activities, enhance marketing efforts and increase productivity. You can leverage prescriptive insights, a real-time 360-degree customer view and recommended actions. Contact management, interactive dashboards, partner relationship management and sales insights are other notable features.

Dynamics 365 for Sales

Sales Activities Tab in Dynamics 365 for Sales. Source

Oracle CX Sales Cloud

This solution offers AI and data-driven tools for salesforce automation, performance management, customer data management, analytics and forecasting. Oracle CX Sales Cloud helps streamline communication and boost collaboration between teams through dynamic dashboards, mobile platforms and intuitive UI. It supports businesses of all sizes in B2B and B2C space and is a great fit for real estate businesses.

Oracle CX Sales Cloud

Oracle CX Sales Cloud’s Reporting and Analytics Tab. Source

 

 

Questions To Ask

To get started, it’s vital to understand your business requirements and what features would be the most useful to you. Use the following questions as a starting point.

Here’s a list of questions to guide internal conversations:

  • How many employees will use the software?
  • What are the key pain points we’re currently facing?
  • What features would help solve those pain points?
  • What apps do we use on a daily basis?
  • Is our team remote/hybrid? Do we have real estate reps on the road?

Commercial Real Estate CRM Key Questions To Ask

Here’s a list of questions to ask vendors to help you learn more about the software and vendor:

  • What industry-specific features and integrations do you offer?
  • Do you have experience working with businesses in our industry?
  • Is the software customizable to specific business needs?
  • How does your technical support team handle help requests?
  • Do you assist in the onboarding and implementation process?

Next Steps

With tools for contact management, analytics, transaction management, follow-ups and marketing, a commercial real estate CRM is a real asset for realtors. It helps enhance team collaboration, pipeline management and lead segmentation. The solution has a dynamic range of features that enable you to solve bottlenecks in the funnel with ease.

Still feeling overwhelmed in your product search? Get started today with our comparison report to gain insight into top software leaders.

Product Comparisons

Additional Resources

About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Manogna Chandrika
By Manogna Chandrika Matta
Technical Content Writer
Manogna Matta was a Technical Content Writer at SelectHub who delivered content for CRM, mental health, marketing and fundraising. An alum of the University of Hyderabad, Manogna did Communication and Psychology courses in her B.A. and M.A. She's also an avid coin collector and a fashion enthusiast. When not typing away on the keyboard, Manogna plays mother hen to her tiny birds, watches sitcoms and makes bad-quality dad jokes.
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Joan
Technical Research By Joan Akash
Senior Analyst
Joan Akash, a Senior Research Analyst at SelectHub, holds a Post-Graduate Diploma in Management with a specialization in Marketing. Her expertise as a researcher and reviewer spans diverse software categories, including Project Management, Customer Relationship Management, Live Chat, and Help Desk. Beyond her professional pursuits, Joan is spiritually driven, with a passion for teaching children and a penchant for reading biblical blogs and crafting poetry.
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Manan
Technical Review By Manan Roy
Principal Analyst
Manan is a native of Tezpur, Assam (India), who currently lives in Kolkata, West Bengal (India). At SelectHub, he works on categories like CRM, HR, PPM, BI, and EHR. He has a Bachelor of Technology in CSE from The Gandhi Institute of Engineering and Technology, a Master of Technology from The Institute of Engineering and Management IT, and an MBA in Finance from St. Xavier's College. He's published two research papers, one in a conference and the other in a journal, during his Master of Technology.
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Pooja
Edited By Pooja Verma
Content Editor
Pooja Verma is a Content Editor and Senior Market Analyst at SelectHub, who writes and edits content for endpoint security, legal, CRM, fundraising software, eCommerce, and mental health software. She earned a literature degree from Miranda House, DU and also holds Master’s in Journalism from Symbiosis Institute of Media and Communication in India. In her free time, you can spot her reading a book or binge-watching the latest web series and movies.
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