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To help you match specific CRM features with the needs of your business, we have compiled the list of the best commercial real estate CRMs every agent and broker should consider.
We analyzed commercial real estate CRM requirements, reviewed and compared key features and pricing to help you make an informed choice of the top broker CRM for your business.
To compile a list of the best commercial real estate CRMs, we considered industry-specific options and analyzed the built-in features, pricing, and clients’ testimonials.
AscendixRE Home Page
AscendixRE CRM is one of the best commercial real estate CRMs based on Salesforce. It is a perfect tool for brokers and agents because AscendixRE is tailored to meet CRE industry requirements. For example, it contains:
What also makes AscendixRE the best CRM for CRE is a 15-year experience in the commercial real estate space and a strong partnership with Salesforce and Microsoft Dynamics.
Due to this, our commercial CRM can be scaled to any organization/firm/brokerage sizewith 100% – guarantee of your data protection.
Key features of AscendixRE commercial real estate CRM
The platform comes within-built features for brokers, so you don’t have to pay extra to tailor it for commercial real estate needs.
Get a full overview of AscendixRE features in this video.
Pricing
AcendixRE Pricing Plans
AscendixRE pricing plans include 2 hours of consulting and interactive training (within a flexible time of signing up) available in xRE Foundations.
With AscendixRE Enterprise and AscendixRE Unlimited plans, you get data prep consulting, CRM best practices, minimal configurations like field add/removal, form layout, and more.
All three plans offer an opportunity to import accounts and contacts using original data template mapping.
See how AscendixRE can help you close more deals and improve your prospecting.
Salesforce is one of the most popular CRM in the world. It is used by millions of companies from different industries. And commercial real estate isn’t an exception.
Salesforce CRM covers specific needs of commercial real estate professionals and allows brokers to keep track of meetings, pipeline, conversion ratios, etc.
Salesforce is amazing for making call sheets, searching, nurturing, and managing leads, organizing marketing campaigns, updating commercial property information, and more.
As Salesforce is a cloud-based CRM, it uploads data of your prospects and clients onto the cloud. So, you can access important information from any device, from any location, making it a fitting choice for commercial CRM on the go.
Salesforce has special precautions towards data security, so your sensitive data is securely stored.
Key Features
Salesforce for real estate brokers offers industry-oriented features built around CRE brokers’ needs. For example:
Pricing
Salesforce offers a few pricing plans from $25-$300/user/monthly depending on the preferred features list.
Salesforce Pricing
Hubspot for commercial real estate offers industry-oriented sales and marketing features, from real-time pipeline updates and activity tracking to inbound tools like form builders and chatbots.
Brokers can use HubSpot as commercial real estate contact management software. Specifically, you can manage contacts, track emails, access email templates, utilize lead analytics, and integrate your HubSpot CRM database with your email apps.
Key features
Pricing
HubSpot for commercial real estate offers three pricing plans: Starter, Professional, Enterprise. The price varies according to the number of marketing contacts included, and the features.
HubSpot CRM Pricing
Zoho CRM for commercial real estate offers features to fine-tune lead conversion rates, automate workflows, manage contacts, and manage deals from stage to stage. Zoho CRM integrates with Zapier, Outlook, G-Suite, Twitter, and Facebook.
Key features
Pricing
Zoho offers several different pricing options:
REA CRM is a commercial real estate contact management software with an integrated property acquired by RealNex CRM.
As a part of RealNex, REA CRM software gives brokers the ability to push and pull data between different platforms. The RealNex bundle gives you the ability to harness your CRM, financial analytics, and property listing/e-marketing functions all under the same roof.
REA CRM software solution is suitable both for a single broker setting up shop or the traditional global brokerages.
Key features
Pricing
REA CRM software pricing starts from $99.00/mo to $199.00/mo. There is no free version or a free trial.
Apto is a commercial real estate CRM built on Salesforce. It provides a web-based solution for managing customer relationships, back-office, deals, listings, properties, and more. Recently, Apto was acquired by Buildout.
Apto commercial real estate system allows brokers to manage the full lifecycle of a deal, set up appointments, automate daily tasks, forecast sales, etc.
Key Features
“Built by brokers, for brokers”, Apto offers a wide range of features built around how commercial real estate industry. For instance:
Pricing
Apto offers a relatively straightforward pricing structure.
For a flat $129/month per user (billed annually), users gain access to:
Apto Data access is an additional $50/month per user (billed annually).
ClientLook allows you to manage every integral aspect of your commercial real estate business, including your properties, leads, clients, and deals. ClientLook has tailor-made sections for each business component to maximize business management efficiency in every area.
In addition, the software can also be integrated with several other CRE apps and services.
Features
Pricing
ClientLook CRM Pricing
To begin with, any commercial CRM is designed to help brokers manage and forecast the interactions with prospects, clients, tenants, investors, and other brokers seamlessly.
Instead of a messy datebook, or Excel spreadsheet, modern brokers use commercial CRM for streamlining the process of engaging with key people and nurturing them to close the deal successfully for both parties.
Choosing the best CRM for CRE is easier when you know what makes a good CRM. With this in mind, we created a list of commercial real estate CRM requirements that help you to get a feel and understanding of the process and flow.
So, what features should commercial real estate CRM have?
Commercial Real Estate CRM Business Requirements
Built-in property database allows users to connect clients with properties. When choosing commercial real estate CRM programs, pay special attention to integration and customization. The property database must be as integrated as possible.
Top broker CRMs allow you to create a custom local database and link it to your existing deals and prospects. Also, pay special attention to commercial real estate database features.
Commercial real estate CRM implementation and customization require technical support from the provider. Experienced companies offer their clients CRM Concierge services and CRM consulting services.
Pay attention that technical support should include onboarding and training documentation as well.
Without proper support, you won’t get the most out of your system.
As many systems are hard-wired to accommodate CRE industry specifications, customizable fields are a vital feature to consider in a commercial real estate CRM.
To use a commercial CRM, you need to adapt it to your needs – set up the required fields to create a record with any data you need, instead of surfing across multiple systems.
Easy fields customization is a sign of an advanced commercial real estate CRM.
Integration with your existing commercial real estate marketing tools and synchronizing with new tools is a vital requirement for choosing the best commercial real estate CRM.
This feature ensures you follow up with prospects regularly and track your activity. A good CRM must contain a well-rounded range of sales and marketing tools, so check them thoroughly.
List of Marketing Tools Integrated with AscendixRE CRM
Follow-ups are another noteworthy feature of commercial real estate contact management software.
You can’t expect to remember every call and meeting you’ve arranged or every deal that needs some clarification. That’s what follow-ups are for.
All you need is to set up a reminder on a record and forget about it until the time comes.
For example, in AscendixRE, you can follow-up Contacts related to specific Companies and Accounts. You’ll see your follow-up activity grouped by the date for each record.
If a commercial CRM system you’re considering has a wide range of follow-ups, that’s a positive sign.
Example of Follow-up Activities in AscendixRE CRM
The CRE industry is all about establishing trusted relationships using various means of communication. One of them is emailing.
Brokers send dozens of emails daily through commercial real estate CRM. But what makes a good mass mail succeed is personalization.
Clients become more loyal to brokers that avoid faceless emails. You have all the data inside a CRM, so why not link every email with the customer record and send personalized emails?
If CRM is properly integrated with email tools, it isn’t a difficult task.
CRE brokers and agents are constantly on the run. Therefore, the best CRM for CRE must be accessible anywhere, either through a web browser or as a mobile app, and perform the same functionality as its desktop version.
So, when you’ve learned commercial real estate business requirements towards CRMs, it’s time to analyze the commercial CRMs, that meet these requirements and include even more features.
If you’re uncertain about how to choose the best commercial real estate CRM, don’t worry, we’re here to help.
The first step is to define the business needs your CRE CRM has to cover. Then, you need to find CRM vendors and evaluate them properly. The most effective way to do that is to follow the commercial real estate CRM checklist that we’ve compiled for you.
The requirements provided in this checklist are the most common for the average company. We prepared a comprehensive commercial real estate CRM checklist and comparison of the top CRE software, so you can pick solutions that line up with your business needs.
Our commercial real estate checklist includes:
Feel free to evaluate any commercial real estate software according to this list.
As different commercial real estate CRM programs focus on different capabilities, we decided to compare the 7 best CRE CRMs according to the checklist mentioned above.
Commercial CRM | |||||||
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AscendixRE | |||||||
Salesforce | |||||||
HubSpot | |||||||
Zoho CRM | |||||||
Rea CRM | |||||||
Apto CRM | |||||||
ClientLook |
Hope this comparison helped you to assess the functionality of commercial real estate broker software.
The success of your CRE business is closely connected with the commercial real estate CRM software that you choose. The selection requires time that brokers usually don’t have.
That’s why we created a checklist of commercial real estate CRM business requirements:
AscendixRE combines top-notch flexible CRM features, in-depth real estate expertise, and excellent customer support.
Our experienced CRM consultants are ready to help you with all stages of CRM implementation, migration, and optimization. Just tell us about your challenges, and we’ll definitely find the best technology solution!
Kateryna creates engaging content about Salesforce consulting, Ascendix products, and CRM best practices for the commercial real estate industry and legal services. Her articles provide readers with relevant data, stats, business tricks and overviews of new industry trends and CRM updates.